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H. Lee Thacker, Jr.


H. Lee Thacker, Jr., CFA®

Senior Executive Vice President, Secretary, and Trust Officer

Lee Thacker is Vice President, Secretary, and Trust Officer with  Caldwell  Trust  Company.  He joined the firm in 1996 after serving in the banking and financial services industries since 1959. He holds a degree in  Economics from Duke University and is a Certified Financial Planner. He also continues his decades-long commitment to his work with the Boys and Girls Clubs, where he has been a board volunteer in Columbia,  South Carolina; Orlando, Florida; Atlanta, Georgia; and now the Boys and Girls Clubs of Sarasota County. Lee has been a director of Caldwell Trust Company since 2007 and serves on the Executive and Trust Committees.

The Story of How Lee Became a Board Member of Caldwell Trust Company:
When H. Lee Thacker, Jr., moved to Venice from Atlanta in the mid-90s, he looked for a solid, reputable company to handle his investment needs. “I visited Caldwell Trust Company as a potential client and was so pleased that I signed on, “he says. He could not have known that he had also found a new career as both a staff member – he is vice president, secretary, and trust officer – and a director. His wife Suzanne had also become a part of the Caldwell family as trust compliance coordinator.

“We Truly Listen to our Clients Personal Goals and Help Them Achieve Them.”