Caldwell Trust Company Celebrates Grand Opening of First East Coast Office in Vero Beach

Business

Caldwell Trust Company proudly marked a major milestone with the grand opening of its newest office in Vero Beach, officially expanding its trusted services to Florida’s east coast for the first time. The celebration, held earlier this month, brought together company leadership, community members, and esteemed guests to commemorate the occasion under the campaign theme: Legacy Has a New Address. The Vero Beach office represents a significant expansion for the independently owned trust company, which now manages over $2 billion in assets. The event was a resounding success, featuring remarks from several key leaders, including R.G. “Kelly” Caldwell, Jr., President, CEO, and Chairman of the Board. Caldwell was joined by Vero staff members David L. Osgood, AWMA®, Executive Vice President and Director of Vero Beach, Jamie Bryan, Assistant Vice President and Trust Officer, Rebecca Lachance, Trust Associate, and corporate team members Jan Miller, Senior Executive Vice President and Trust Officer, and Sheryl Vieira, Vice President of Marketing and Communications, all of whom played instrumental roles in bringing the new office to life.

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