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Caldwell Trust Company
Investment Management
Venice, FL 357 followers
Wealth Management & Traditional Trust Services
About us
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. BUILDING WEALTH | PRESERVING LEGACY
- Website
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http://www.ctrust.com
External link for Caldwell Trust Company
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Venice, FL
- Type
- Privately Held
- Founded
- 1993
- Specialties
- We offer personalized trust services in a tradition of integrity and proven performance and our fiduciary services to individuals include serving as trustee, custodian and investment advisor, financial manager, and personal representative.
Locations
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Primary
1400 Center Road
Venice, FL 34292, US
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27 S Orange Ave
Sarasota, Florida 34236, US
Employees at Caldwell Trust Company
Updates
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Caldwell Trust Company stands firm in our belief in the transformative power of service, compassion, and a commitment to others. Our team's dedication goes beyond financial expertise; it's about building deep, meaningful relationships and leaving a lasting, positive impact on our community. By prioritizing our client's needs and well-being, we're not just managing assets; we're nurturing a legacy of care, support, and trust that enriches lives for generations to come. #TheWayItsMeantToBe
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James "Jim" Woods exemplifies service, dedication, and professional excellence. As a valued Caldwell Trust Company board member, Jim has made significant contributions to finance and community service. His career includes roles such as President of the Bon Secours Venice Hospital Foundation and Campus Executive Officer of Manatee Community College Venice Campus. Jim holds degrees from Muskingum College, Chapman University, and George Peabody College for Teachers at Vanderbilt University. He actively participates in various non-profits, including Coastal Behavioral Healthcare, United Way, Loveland Center, and Rotary Futures, and chairs the Teacher of the Year program for the Venice-Nokomis Rotary Club. Since 2005, Jim has served as a respected Director at Caldwell Trust Company, contributing to the Audit and Trust Committees. His dedication to community service and financial stewardship continues to shape Caldwell's mission of providing exceptional trust and wealth management services. Jim Woods stands as an inspiration for the transformative power of service. Read More Here: https://bit.ly/49ZSz2I #CaldwellCares
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Congratulations to Donna on a decade of dedicated service at Caldwell Trust Company! As our Assistant Vice President and Trust Officer, Donna's expertise and commitment have been invaluable. A native of Venice and a banking professional since her high school days at Venice High, Donna's journey led her to us through her connection with Senior Trust Officer Wendy Fishman. With her legal background enriching our Trust Administration team, we're grateful for Donna's contributions over the past ten years. Here's to many more successes together! #CaldwellCares
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We proudly represent your LOCAL and TRUSTED financial firm in Southwest Florida. For over 30 years, our team has been here to ensure you receive the personalized service you deserve to preserve your legacy and protect your family's financial future for generations to come. #TrustIsAlwaysHere
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Today, we are celebrating mothers everywhere. To all the incredible moms, grandmothers, stepmothers, and mother figures who fill our lives with love, wisdom, and endless support, we honor and appreciate you. Your strength, kindness, and dedication inspire us every day. Happy Mother's Day from Caldwell Trust Company! #CaldwellCares #HappyMothersDay
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At Caldwell Trust Company, we understand that building wealth and preserving your legacy are interconnected goals. Our customized trust and wealth management services are designed to help you strategically grow your assets while safeguarding your legacy for generations to come. Our personalized approach ensures that your financial objectives align with your values, empowering you to make a lasting impact and secure a prosperous future for your loved ones. Trust Caldwell Trust Company to build and protect your wealth, ensuring a legacy that endures. #TheWayItsMeantToBe
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For three decades, Caldwell Trust Company has been devoted to nurturing enduring relationships and uplifting our community. Our personalized trust and wealth management services have earned trust, fueled growth, and made a positive difference in countless lives and organizations. Discover the impact of our team's dedication by reading more here: https://bit.ly/49ZSz2I #RelationshipFocused #TrustIsAlwaysHere
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Jan Miller, currently serving as Senior Executive VP and TO at Caldwell Trust Company, remains a prominent figure in finance and community leadership. Known for her commitment to clients' best interests, she began her journey in Dayton, Ohio, and transitioned through roles at other financial institutions before joining Caldwell Trust Company. Her commitment to traditional trust services aligns perfectly with Caldwell's client-centric approach. Despite industry changes, Jan prioritizes ethical client service, showcasing her dedication to values and principles. She actively contributes to local boards and organizations like Stratum Health Systems and Empath Health, reflecting her deep commitment to community impact alongside her husband Jim Culter at Mote Marine Laboratory. Jan Miller continues to inspire through her ongoing dedication, ethics, and community service, setting an example of commitment to clients and values. Read More About Jan Here: https://bit.ly/49ZSz2I #TheWayItsMeantToBe
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At Caldwell Trust Company, our commitment to supporting the community goes beyond just a company level—it's a personal passion for each of our team members. We believe in giving back and making a positive impact wherever we can. We know that community support is not just a duty, but a privilege that we embrace wholeheartedly. #CaldwellCares