Wendy Fishman, CTFA, has more than 30 years' experience as a banking industry professional specializing in tax regulations, estate planning, trust administration and corporate operations. She is an acknowledged expert in building lasting relationships and exceeding client expectations.
Wendy managed numerous accounts at large commercial banks with assets in the billions of dollars and chose to join Caldwell Trust Company because of its demonstrated commitment to client service and the firm's solid record of public service in Venice and Sarasota County.
Wendy has been a member of the Sarasota County YMCA board of directors since 2001, often serving on its executive committee, and was board chair from 2011 to 2013. She was recently appointed to the Sky Academy board of directors. She also spent seven years on the board of directors of SCOPE (Sarasota County Openly Plans for Excellence), where she co-chaired the Domestic Violence Study Group and served as the 2009 board chair.
She earned her B.S. in business administration from Ohio Northern University and graduated with honors from the American Bankers Association's National Graduate Trust School at Northwestern University. She is a Certified Trust and Financial Advisor and is a member of the Florida Bankers Association and the Venice Area Estate Planning Council.