Caldwell Trust Company moved into its new headquarters at 1400 Center Road, Venice, just before the holidays and will start the new year in its new building—but one thing is not new and will never change. That’s the company’s commitment to its core values, said R. G. “Kelly” Caldwell, Jr., CEO and president. “We will always be personal, traditional and independent, and we will remain faithful to ‘What We Believe,’ our founding principles. We have a plaque with these principles inside our grand foyer, where we see them every day,” he said. The  Italianate-styled, one-story building is set on four acres of a ten-acre, park-like setting with a 55x25-foot garden courtyard and two parking lots. Designed as a multifunction facility, the $3 million building’s classic look belies the sophisticated, high-technology equipment within. Chartered on November 1, 1993, Caldwell Trust Company acquired its first client the next day and established headquarters in a now-outgrown space in Venice. It opened its first Sarasota office in 1998 and replaced it in 2009 with a larger space at 1561 Main Street, Sarasota, which remains in operation. “We were managing $400 million at the time. Now we’ve passed $800 million,” Caldwell said. “With this new building, our roots have grown even deeper in Venice. We are grateful to our clients, whose faith in us has made this move both necessary and possible.”

Caldwell Trust Company