Caldwell Trust Company’s Nolan Wiggs Earns Prestigious CFP® Certification

May 29, 2024 | Sarasota

Nolan Wiggs, CFP®, Trust Officer at Caldwell Trust Company in Sarasota, FL, has attained his Certified Financial Planner™ (CFP®) certification, the standard in financial planning, and has been authorized by the CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. This accomplishment is particularly notable as only 6,207 CFP® professionals, or 6.2%, are aged 20-29, and only 7% of CFP® professionals reside in Florida. Wiggs has worked at Caldwell Trust Company since 2022 and is responsible for assisting clients with managing all aspects of their financial planning, including investing, budgeting, and estate and trust matters.

“Nolan’s dedication to professional development and commitment to excellence are evident in his achievement of the CFP® certification,” said R.G. “Kelly” Caldwell, Jr., CEO of Caldwell Trust Company. “We are proud of his accomplishment and confident in his ability to continue providing exceptional service to our clients.”

Nolan’s journey into the wealth management industry was driven by his passion for helping people and his interest in learning about wealth management. “I have always been motivated by a desire to help people achieve their financial goals,” Nolan said. “My interest in learning about wealth and financial planning led me to this industry, where I can make a meaningful impact on people’s lives.”

A native of Wilson, NC, Nolan graduated with honors from Campbell University with a Master of Business Administration and a Bachelor of Business Administration (B.B.A.) degree, majoring in Trust and Wealth Management and minoring in Financial Planning. Nolan obtained the Truist Emerging Leaders Certification in 2021 and the BB&T Leadership Institute Certification in 2019. He completed the Southeastern Trust School program in Buies Creek, North Carolina, and the Campbell Business School’s Leadership Development program. During his college career, he served as the Treasurer and scholarship chair of the Kappa Sigma Fraternity – Sigma Phi Chapter.

The CFP Board is the professional body for personal financial planners in the U.S., with a total of 100,538 CFP® professionals. The CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. The CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification is held by nearly 100,000 people in the U.S. The CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about the CFP Board, visit www.CFP.net.