A S P E C I A L B R A N D S T O R Y M A R K E T I N G F E AT U R E | A S S E E N I N S R Q M A G A Z I N E | D E C E M B E R 2 0 2 0
Our Beautiful Building Earlier this year, after outgrowing our space at 1561 Main St., we purchased the former Cain/Wilson Building at 27 S. Orange Ave. and the adjacent parking lot. Like our company, this building perfectly represents Sarasota’s longevity and local history. It is here to stay and so are we. Designed by acclaimed architect Thomas Reed Martin and completed in October 1936, the 8,000-square-foot Orange Avenue structure is soon to be known as the Caldwell Trust Company Building. “This is the building you’d want if you were going to be here forever—and Caldwell Trust Company plans to be around for a very long time,” Kelly Caldwell says. “We intend to combine the legacy of stability that began with Martin’s design with our own strong reputation, carrying both legacies far into the future.” Right: Original board members. Far right: Kelly Caldwell’s sons Brooks and Zachary Caldwell during the initial demolition at 27 South Orange, the new downtown location. Below: Kelly Caldwell and his family at the new downtown location. Below right: President and CEO Kelly Caldwell
Our Promise As our founder wrote, “Standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world.” This continues to be as true as the day it was penned. At Caldwell Trust Company, we strive to accommodate all of our clients’ financial needs—covering multiple aspects of life and business—to give them the reassurance that their futures are not only secure but also constantly thriving. We serve as an investment manager and trustee, allocating our clients’ assets into stocks, bonds and other investments. For larger accounts, we routinely become the family “quarterback”, working as advisers for all investment and business matters. We focus on employee retirement plans, offering comprehensive trust services for businesses and organizations. For our shareholders, we provide sustainable returns and liquidity to ensure our independence.
