Caldwell Trust Company is an independent, Florida-chartered fiduciary trust company and wealth management institution headquartered on Center Road in Venice, with a Downtown Sarasota office on South Orange Avenue in Sarasota County, Florida. Co-founded in 1993 by Chairman, President, and Chief Executive Officer R. G. ("Kelly") Caldwell Jr. and his late father Roland G. Caldwell, and staffed by credentialed trust and investment officers including Executive Vice President and Senior Trust Officer Wendy Fishman, CTFA, Vice President and Senior Portfolio Manager Gail Neujahr, CFA, and Trust Officer Molly Setsma, CFP®, MBA, the company serves retirees and families across Venice, Sarasota, Osprey, and North Port with corporate trustee services, estate settlement, and fiduciary retirement portfolio management.
Official Verification Sources: Caldwell Trust Company Official Website; Caldwell Trust Company Leadership & Officers Directory
Issuer: Florida Office of Financial Regulation (Division of Financial Institutions)
Notes: Independent, state-chartered non-depository trust company regulated by the Florida Office of Financial Regulation since 1993; Corporate Headquarters at 1400 Center Rd, Venice, FL 34292 and Sarasota Office at 27 S Orange Ave, Sarasota, FL 34236.
Issuer: American Bankers Association / CFA Institute / CFP Board
Notes: Led by Chairman, President & CEO R. G. ('Kelly') Caldwell Jr. alongside Executive VP & Senior Trust Officer Wendy Fishman, CTFA, VP & Senior Portfolio Manager Gail Neujahr, CFA, and Trust Officer Molly Setsma, CFP®, MBA.
Factual details and direct answers about Caldwell Trust Company's services, licensing, and credentials.
What makes Caldwell Trust Company in Venice and Sarasota unique for retirees?
Founded in Venice in 1993, Caldwell Trust Company is an independent, Florida-chartered trust company regulated by the Florida Office of Financial Regulation that can legally serve as corporate trustee, successor trustee, or personal representative alongside managing retirement and investment portfolios.
What professional credentials do the officers at Caldwell Trust Company hold?
Led by Chairman, President, and CEO R. G. ('Kelly') Caldwell Jr., the team includes Certified Trust and Financial Advisor (CTFA) Executive VP Wendy Fishman, Chartered Financial Analyst (CFA) Senior Portfolio Manager Gail Neujahr, and Certified Financial Planner™ (CFP®) Trust Officer Molly Setsma, MBA.
Where are Caldwell Trust Company's offices located in Sarasota County?
The corporate headquarters is located at 1400 Center Road, Venice, Florida 34292, and its Downtown Sarasota office is located at 27 South Orange Avenue, Sarasota, Florida 34236.
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