Florida Bankers Association Elects R. G. “Kelly” Caldwell Jr. to Chair its Trust Executive Committee

November 2, 2020 – Sarasota

R. G. “Kelly” Caldwell Jr., CEO/president of Venice-based Caldwell Trust Company, has been elected to chair the Trust Executive Committee of Florida Bankers Association. “We are thrilled to welcome Kelly to this position,” said Alex Sanchez, president and CEO of FBA. “His dedication to the trust and wealth management industry has earned him the respect and admiration of the trust professionals throughout Florida who have elected him to serve as chairman. Kelly’s leadership and integrity will help guide our industry for the next two years and continue its proud tradition of exemplary service.”

Caldwell, a longtime member of Florida Bankers Association, has been a strong supporter of the 45-member FBA Trust Division for nearly two decades and has served multiple terms as a member of its Trust Executive Committee, which helps to shape trust education programs in Florida among other activities. He assumed his new duties as chair on October 1. “I’m honored and humbled,” he said. “I look forward to building on the activities of outgoing chair Bill Moor. I also plan to initiate lively discussions about industry initiatives in our rapidly changing world.”

To contact Kelly Caldwell, email kelly@ctrust.com or phone 941.493.3600.

The Florida Bankers Association (FBA), one of the state’s oldest trade associations, was established in 1888 to advocate on behalf of Florida banks and promote the banking industry in the state. Its mission is to be the resource for Florida’s bankers to influence state and federal officials to maximize their ability to compete, serve customers and positively contribute to the state’s economic wellbeing. The association represents banks of all sizes and focuses, from the smallest community bank in the state to the largest national bank in the country.

Caldwell Trust Company is an independent trust company chartered in the state of Florida, with offices in Venice and Sarasota. Established in 1993, the firm currently manages over $1 billion in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. Long recognized for its family-oriented culture, its strong commitment to the highest ethical standards, and its conscientious corporate citizenship, Caldwell Trust Company has donated over $1 million to local nonprofit organizations, especially those that focus on youth and social causes.