Florida Banking December 2023


Caldwell Trust Company Celebrates 30th Anniversary

C aldwell Trust Company, a trusted name in wealth management and financial legacy planning, is proud to celebrate its 30th anniversary. Since its inception in 1993, Caldwell Trust Company has been dedicated to safeguarding and growing the financial legacies of its clients. Founded by Roland Caldwell, the company has evolved into a renowned institution in the wealth management industry. Through the years, it has become a symbol of trust, expertise, and integrity, and has helped countless clients secure their financial future and build lasting legacies. “Caldwell Trust Company was founded with a vision to provide individuals, families, and businesses with the highest standard of financial services and legacy planning,” said R.G. “Kelly” Caldwell, Jr., CEO and Caldwell Trust Company. “Our 30-year journey has been defined by a steadfast dedication to our clients and an unwavering pursuit of excellence. We are deeply grateful to our clients, partners, and our exceptional team for making this milestone possible.” To mark this exceptional journey, Caldwell Trust Company is excited to unveil a special newspaper titled “Guardians of Prosperity – The Caldwell Trust Company Chronicle,” authored by Sheryl Vieira, VP of Communications. This special publication showcases the Caldwell Trust Company culture, feature articles on all trustees and client facing staff members, client testimonials, QR codes for easy access to the company’s latest stories, and outlines the vision for the future. Caldwell Trust Company’s 30-year journey is a testament to its unwavering commitment to clients and enduring pursuit of excellence. The team looks forward to continuing to serve its clients and communities for many more years to come. Key West-based Gulf Atlantic Bank opens first location in Ocala G ulf Atlantic Bank, which opened its first branch in Key West in 2020, celebrated the grand opening of its second branch on October 19. The bank hosted the Ocala Marion County Chamber & Economic Partnership for the ribbon cutting and grand opening. The Ocala branch is located at 1626 SE 36th Avenue.

The late Roland Caldwell (left) with his son, current President and CEO R.G. "Kelly" Caldwell, Jr., outside of Caldwell Trust Company headquarters.

Founder Roland Caldwell at the original Caldwell Trust Company office in Venice.


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