Caldwell Trust Company Celebrates 30th Anniversary with a $30,000 Contribution 

January 24, 2024 – Venice

Caldwell Trust Company, represented by R.G. “Kelly” Caldwell, Jr., and Melissa Caldwell, extends a heartfelt tribute to the late Roland and Annette Caldwell with a substantial contribution of $30,000 supporting the Empower Potential Campaign by Big Brothers Big Sisters of the Suncoast. This philanthropic gesture underscores the company’s enduring dedication to community engagement and is deeply rooted in a personal connection to the cause.

R.G. “Kelly” Caldwell, Jr., President and CEO, expresses enthusiasm for the Empower Potential Campaign, emphasizing the lasting legacy of the late Annette Caldwell—a former Big Brothers Big Sisters board member and a devoted 40-year supporter. Annette’s profound impact on the company’s commitment to the cause is evident, and her close friendship with Joy Mahler, CEO, continues to inspire the Caldwell family. 

Caldwell Trust Company proudly acknowledges its staff members involved with the organization, including Sheryl Vieira, Vice President of Communications and Marketing, a past Big volunteer, and Nolan Wiggs, MBA, Trust Associate, a current Big volunteer. The $30,000 donation, dedicated in memory of Roland and Annette Caldwell, signifies three decades of success for Caldwell Trust Company and will directly contribute to the Empower Potential Campaign being spearheaded by Richard Burtt, Chairman of Big Brothers Big Sisters of the Sun Coast. This contribution will focus on mentorship programs, educational support, and resources for children facing adversity.

Since its establishment in 1993, Caldwell Trust Company has become a cornerstone in the financial services industry, with offices in Venice and Sarasota. The company manages over $1.5 billion in assets for clients throughout the United States, offering a comprehensive range of fiduciary services, including trustee, custodian, investment adviser, financial manager, and personal representative. Caldwell also manages 401(k) and 403(b) qualified retirement plans for employers. Actively participating in the betterment of the community, Caldwell Trust Company, renowned for its family-oriented culture and strong ethical corporate citizenship, has donated nearly $2 million to local nonprofit organizations, primarily focusing on youth and social causes.