Florida Banking March 2024

KUDOS

Caldwell Trust Celebrates 30 Years with a $30,000 Donation Honoring Founders

C aldwell Trust Company, represented by R.G. “Kelly” Caldwell, Jr., and Melissa Caldwell, extended a heartfelt tribute to the late Roland and Annette Caldwell with a substantial contribution of $30,000 supporting the Empower Potential Campaign by Big Brothers Big Sisters of the Suncoast. This philanthropic gesture underscores the company’s enduring dedication to community engagement and is deeply rooted in a personal connection to the cause. Caldwell, Jr., president and CEO, expressed enthusiasm for the Empower Potential Campaign, emphasizing the lasting legacy of the late Annette Caldwell – a former

From left: Former Big Brothers Big Sisters of the Sun Coast Big, Sheryl Vieira; VP of Communications and Marketing, Caldwell Trust Company; Board member Melissa Caldwell; R.G. “Kelly” Caldwell, Jr., Chairman, President & CEO; Joy Mahler, President/CEO of Big Brothers Big Sisters of the Sun Coast; and Richard Burtt, Chairman, Big Brothers Big Sisters of the Sun Coast.

MBA, Trust associate, a current Big volunteer. The $30,000 donation, dedicated in memory of Roland and Annette Caldwell, signifies three decades of success for Caldwell Trust Company and will directly contribute to the Empower Potential Campaign being spearheaded by Richard Burtt, chairman of Big Brothers Big Sisters of the Sun Coast. This contribution will focus on mentorship programs, educational support, and resources for children facing adversity.

Big Brothers Big Sisters board member and a devoted 40-year supporter. Annette’s profound impact on the company’s commitment to the cause is evident, and her close friendship with Joy Mahler, CEO, continues to inspire the Caldwell family. Caldwell Trust Company proudly acknowledges its staff members involved with the organization, including Sheryl Vieira, vice president of Communications and Marketing, a past Big volunteer, and Nolan Wiggs,

U.S. Century Bank Expands Healthcare Vertical

U .S. Century Bank announced the strategic expansion of its healthcare banking business, MDAdvantage. The expansion will be led by industry experts Sandy Dube Bell, who will serve as senior vice president and business development officer, and Ana L. Matos, who will serve as vice president and relationship manager. MDAdvantage will offer comprehensive deposit, lending, and treasury management solutions to medical professionals and their practices across the healthcare spectrum with concierge-level service. Bell and Matos joined U.S. Century Bank last year, bringing decades of proven expertise in relationship banking and serving the financial needs of the healthcare sector.

Dube Bell

Matos

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