Jan Miller

Jan Miller

Senior Executive VP and Trust Officer

Jan joined Caldwell Trust Company in 2001. As a member of the Caldwell Senior Leadership Team, Jan manages the Client Services Division, which includes all Fiduciary, Marketing, and Investment Services. Jan began her career in the financial services industry at Winters Bank in her native Dayton, Ohio, while attending Sinclair College. In 1977, Jan moved to Sarasota to join the Trust Department of Southeast Bank, and upon completion of the Florida Graduate Trust School in 1981, became a Trust Officer and eventually Senior Trust Officer for the Bank. In addition, Jan has successfully completed the curriculum through the College of Financial Planning.

As the trust industry changed focus toward selling investment products, Jan left the trust business, unwilling to put herself in conflict with her clients’ best interests. She returned to the trust industry when introduced to Caldwell Trust Company by a former colleague who was one of Caldwell’s founding directors.

Always passionate about the community, Jan has served as a member and officer of several local boards. She currently serves as Chair of the Board of Trustees of Empath Health, Chair of Stratum Health Systems, Founding Board Member of the Tidewell Foundation, and a member of the Mote Marine Laboratory Advisory Council.

Jan is married to Jim Culter, Senior Scientist and Program Manager of Benthic Ecology at Mote Marine Laboratory, where he has worked since 1979.