Pepper Joins Caldwell Trust as VP
Business
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WEDNESDAY JAN 6, 2016 |
Sandra L. Pepper joined Caldwell Trust Company as vice president and senior trust officer, according to R. G. “Kelly” Caldwell Jr., CEO and president. She brings over 35 years of experience in the industry, providing estate planning and other financial advice to high-net-worth individuals, families and institutions. Pepper began her career in the corporate trust division of Winters National Bank & Trust in Dayton, Ohio, where she worked for seven years. In 1983, she relocated to Sarasota and spent the next 16 years as vice president and trust officer in the personal trust division of Bank of America. She joined the wealth management division of Northern Trust in 1999, serving as vice president and senior trust advisor with her focus on estate planning and continuity for the next generation. Most recently, she managed $350 million in assets under her administration.
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