A Fiduciary Family

Roland G. Caldwell and Kelly Caldwell at the company’s 25th anniversary.

Our founder, Roland G. Caldwell, once described the job of fiduciary as a “noble calling.”

When he passed the CEO torch to his son, R.G. “Kelly” Caldwell Jr., in 2007, that philosophy only grew. And we continue to be proud every year that we are serving our clients with loyalty and integrity—creating bonds that will last for generations. “I stand on my dad’s shoulders,” Kelly Caldwell says. “And I hope every generation makes our company better.”

Our team is anything but conventional. Unlike larger financial organizations, where traditional trust services are often abandoned in favor of brokerage and mutual fund-type activities, we offer the kind of one-on-one support and compassion that only a small specialty firm can provide. We are not in the business of selling products or making commissions for our own gain. And, because we are a family company, we make it a priority to treat every client like family.

“As clients get up in age and start to plan for who is going to financially take care of their families, that’s when a trust company like ours really shines,” Caldwell says. “If you’re entrusting someone like us to take care of your family, you want to know that we’re going to be around for a long time and that we’re not going to sell out. Big banks go through mergers and, if you’re in their trust department, you just get swallowed up. But we want our clients to know we’re not going away.”

President and CEO Kelly Cadlwell and Senior Executive Vice President and Trust Officer Jan Miller

Clients know. They trust. They connect. And the stories about generations of clients entrusting Caldwell Trust Company advisers with their assets are endless. “We had a trust that the grandmother set up for her grandson to have a college education. The trust paid for his education and, when he graduated from college, we had a little celebration here at the office,” says Jan Miller, Caldwell Trust Company’s senior executive vice president and trust officer. “Her grandson was the first person in the family to graduate college. Those kinds of things are really rewarding. He’s successful today and we work with him still.”