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A Fiduciary Family

BrandStory

SRQ DAILY MONDAY BUSINESS EDITION MONDAY DEC 7, 2020

From our stunning historic office in downtown Sarasota, our experts at Caldwell Trust Company (CTC) are dedicated to instilling peace of mind in our clients when it comes to money matters. Founded in 1993 by Roland G. Caldwell, we are an independent trust company with more than 25 years of experience and $1.2 billion in assets under management. We have always believed that, when taking care of our clients’ financial needs, “it’s a relationship, not a transaction.” 

Our founder, Roland G. Caldwell, once described the job of fiduciary as a “noble calling.” When he passed the CEO torch to his son, R.G. “Kelly” Caldwell Jr., in 2007, that philosophy only grew. And we continue to be proud every year that we are serving our clients with loyalty and integrity—creating bonds that will last for generations. “I stand on my dad’s shoulders,” Kelly Caldwell says. “And I hope every generation makes our company better.”

Our team is anything but conventional. Unlike larger financial organizations, where traditional trust services are often abandoned in favor of brokerage and mutual fund-type activities, we offer the kind of one-on-one support and compassion that only a small specialty firm can provide. We are not in the business of selling products or making commissions for our own gain. And, because we are a family company, we make it a priority to treat every client like family.

“As clients get up in age and start to plan for who is going to financially take care of their families, that’s when a trust company like ours really shines,” Caldwell says. “If you’re entrusting someone like us to take care of your family, you want to know that we’re going to be around for a long time and that we’re not going to sell out. Big banks go through mergers and, if you’re in their trust department, you just get swallowed up. But we want our clients to know we’re not going away.”

Clients know. They trust. They connect. 

Click here to view the Caldwell Trust Company BrandStory

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