R.G. "Kelly" Caldwell, Jr.
CEO, President and Senior Trust Officer
"We proudly display my father's mission statement, 'What We Believe' at the entrance of our headquarters. I remember when he wrote it. It inspires me today as if I were reading it for the first time. Briefly, it says we take care of families and we do it honestly. It's the foundation of which this company stands. It's who we are."
Kelly is the CEO and President of Caldwell Trust Company. He began his professional career in 1988, when he returned to the Venice area after graduating from the Georgia Institute of Technology where he earned a Bachelor of Electrical Engineering degree with High Honors. At that time, he started working with the family-owned registered investment advisory firm.
That company became Caldwell Trust Company, which has now been in operation since 1993. The company has offices in Venice and Sarasota and now manages over $850 million in client assets. Caldwell Trust Company serves as a trust manager and trustee for families, allocating client assets into stocks, bonds and other investments. For larger accounts, Caldwell also serves as a 'quarterback' for client families, serving as an adviser for all family, investment and business matters. A third focus is employee retirement plans, where Caldwell Trust provides comprehensive trust services for businesses and organizations that have retirement plans for their employees.
Kelly succeeded his father as the CEO of Caldwell Trust Company and TCA in 2007. Under his leadership, total assets under management, total annual income and stockholders’ equity have more than doubled. All departments have been expanded and built out, especially the IT (Information Technology) function. Being able to utilize his technology background with Caldwell’s IT staff continues to bring real and significant productivity improvements and profitable growth to the entire company. Kelly routinely speaks about the most rewarding part of his job as working with the highly skilled team at Caldwell Trust Company.
Growing up in Venice, Kelly is passionate about donating his time to the community through service to numerous organizations. He has served as two-time past-president and is currently a board member of the Argus Foundation, the Florida Bankers Association’s, the Greater Sarasota Chamber of Commerce, the Sarasota County Schools and the Sarasota Sheriff’s Office Charitable Foundation, Inc. Kelly is a long-time supporter and volunteer for The Florida Center for Early Childhood and is a member of the Leadership Florida Class of XXVIII.
He and his wife, Melissa have three boys ages 8, 11 and 12. When not attending the boys sporting events, the family spends time together boating and fishing.