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Legacy Has a New Address.

Welcome to Caldwell Trust Company, Vero Beach

Caldwell Trust Company:

Now Serving Vero Beach

Offices in Sarasota | Venice | Vero Beach

Founded in 1993 in Venice, Florida, Caldwell Trust Company has been a pillar of trust, stewardship, and independent financial guidance for over 30 years. Now proudly serving Vero Beach and the Treasure Coast, we’re bringing our commitment to legacy planning and fiduciary excellence to Florida’s East Coast.

Discover how our enduring values and forward-thinking approach make us a trusted partner across generations.

 

Meet Our Vero Beach Team:

At Caldwell, personalized service starts with people. Our Vero Beach professionals are experienced, local, and ready to help you protect, manage, and pass on your wealth — The Way it’s Meant to Be.

 

Visit Us In Vero Beach:

 Vero Beach Office
3055 Cardinal Drive, Suite 202, Vero Beach FL, 32963
772-213-9144 

Monday–Friday, 8:00 AM – 5:00 PM

Schedule a Consultation

CTC_Vero

 

Opening Day of Vero Beach Office_July 1_2025


Vero Beach Expansion: Meet the Leadership Behind the Move

Hear from our Owner and Vero Beach Market Director about why this expansion matters—for us and for you. 

 

“Opening our Vero Beach office marks a new chapter for Caldwell Trust Company. We’re excited to extend our personal, relationship-driven approach to this community, staying true to the values that have guided us since 1993.”

— R.G. “Kelly” Caldwell, Jr., Chairman, President & CEO

 

 

Our Services Include

Creating your legacy is important business.  It requires thoughtful strategies that protect your wealth and transfer it as you intend.  At Caldwell Trust Company, there are few challenges we haven’t met and helped resolve.  We manage complex wealth matters drawing on the breadth and depth of our experience, knowledge of current tax laws, and a commitment to the highest fiduciary standards. 

Serving Vero Beach, Florida with Trusted Guidance

Caldwell Trust Company is proud to serve the Vero Beach community with a deep commitment to personalized wealth management and fiduciary excellence. Clients come to us for thoughtful investment management, estate planning, and trust services—and stay with us because we deliver on our promises.

While our reach extends nationwide, our values remain rooted in what defines Vero Beach: integrity, community, and lasting relationships.

Contact Our Vero Beach Office

Address

3055 Cardinal Drive, Suite 202,

Vero beach FL, 32963
 

Phone

Voice: 772-213-9144
Fax : 712-226-5063

Business Hours

Monday - Friday: 8:00 - 5:00 pm
Saturday & Sunday: Closed

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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©2025 Caldwell Trust Company