SRQ Magazine | BRANDSTORY: Caldwell Trust Company December 2020

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Caldwell Trust COMPANY P E R S O N A L





Above (Left to right) Maegan Ochoa, Stefan Baron, Heather Gilpatric, Jeff Bryde, Andor Keresztes, Andrew Wilson and Eric Collin.

From our stunning historic office in downtown Sarasota, our experts at Caldwell Trust Company 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.”

A Fiduciary Family Above left: President and CEO Kelly Caldwell and Senior Executive Vice President and Trust Officer Jan Miller; right: Roland G. Caldwell and Kelly Caldwell at the company’s 25th anniversary.

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. And the stories about generations of clients entrusting Caldwell Trust Company advisers with their assets are endless. “We had a trust that the grandmother set up for her grandson to have a college education. The trust paid for his education and, when he graduated from college, we had a little celebration here at the office,” says Jan Miller, Caldwell Trust Company’s senior executive vice president and trust officer. “Her grandson was the first person in the family to graduate college. Those kinds of things are really rewarding. He’s successful today and we work with him still.”

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Our Beautiful Building Earlier this year, after outgrowing our space at 1561 Main St., we purchased the former Cain/Wilson Building at 27 S. Orange Ave. and the adjacent parking lot. Like our company, this building perfectly represents Sarasota’s longevity and local history. It is here to stay and so are we. Designed by acclaimed architect Thomas Reed Martin and completed in October 1936, the 8,000-square-foot Orange Avenue structure is soon to be known as the Caldwell Trust Company Building. “This is the building you’d want if you were going to be here forever—and Caldwell Trust Company plans to be around for a very long time,” Kelly Caldwell says. “We intend to combine the legacy of stability that began with Martin’s design with our own strong reputation, carrying both legacies far into the future.” Right: Original board members. Far right: Kelly Caldwell’s sons Brooks and Zachary Caldwell during the initial demolition at 27 South Orange, the new downtown location. Below: Kelly Caldwell and his family at the new downtown location. Below right: President and CEO Kelly Caldwell

Our Promise As our founder wrote, “Standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world.” This continues to be as true as the day it was penned. At Caldwell Trust Company, we strive to accommodate all of our clients’ financial needs—covering multiple aspects of life and business—to give them the reassurance that their futures are not only secure but also constantly thriving. We serve as an investment manager and trustee, allocating our clients’ assets into stocks, bonds and other investments. For larger accounts, we routinely become the family “quarterback”, working as advisers for all investment and business matters. We focus on employee retirement plans, offering comprehensive trust services for businesses and organizations. For our shareholders, we provide sustainable returns and liquidity to ensure our independence.

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Left: Personal service; right: Company retreat with staff, board and spouses.

Our Community Our services go far beyond the office. We are also honored to contribute to our local community. Members of our staff are currently active in the Rotary and Sertoma service organizations, and they hold seats on the boards of organizations designed to help children, adults and families in need. “This is where we live. Everyone who works here lives in this community. It’s where our kids go to school. So why wouldn’t we want to make it a better place?,” Miller says. Since 2000, Caldwell Trust Company has increased its community contributions by 490 percent. We are involved in such initiatives as the Boys & Girls Clubs of Sarasota County, Easterseals, Mote Marine Laboratory & Aquarium, South County YMCA, the Suncoast Foundation for the Handicapped, Tidewell Hospice and others. We appreciate the opportunity to give back to the community that has given us so much.

Our Heritage Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and $1.2 billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management, same values as you. We are known for personalized service that safeguards client assets while maximizing investment return. 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.

Current Sarasota Office: 1561 Main St. Sarasota, FL 34236

Venice Office Corporate Headquarters: 1400 Center Rd. Venice, FL 34292 941-493-3600

C T R U S T. C O M

Future Sarasota Office: 27 S. Orange Ave. Sarasota, FL 34236 941-926-9336

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