Sonya Kristie joined Caldwell Trust Company’s staff full-time in 2005 after earning her bachelor’s degree in finance from the University of South Florida. Sonya is responsible for day-to-day administration of trusts which includes serving as wealth manager for trusts, IRA’s, estates, and investment management relationships. She assists her clients with budgeting, estate planning, investments, taxes, and legal matters in conjunction with their accountants and attorneys.
She serves on the board and is an active K9 Handler for Sarasota K-9 Search & Rescue assisting local, state and national first responders to find the lost. She is a member of the Southwest Florida Estate Planning Council, the Florida Banker’s Association and the Women of the Sun Coast of Big Brothers Big Sisters. Sonya is a past member of the Sarasota Evening Toastmasters Club and has completed the Engage Sarasota 2012/2013 program and the Adult Leadership Program Class of 2014 where she continues to assist with coordinating the program since graduating from this program.
Sonya resides in Sarasota and attended the Epiphany Cathedral School and Venice High School.