Caldwell Trust Company


Retirement and Trust Planning, Wealth ManagementFinancial Planning and Services

About Us

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 $1.5 billion in assets under management. BUILDING WEALTH | PRESERVING LEGACY

Rep/Contact Info

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Sheryl Vieira
VP of Marketing & Communications
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