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
Caldwell Trust COMPANY P E R S O N A L
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Above (Left to right) Maegan Ochoa, Stefan Baron, Heather Gilpatric, Jeff Bryde, Andor Keresztes, Andrew Wilson and Eric Collin.
From our stunning historic office in downtown Sarasota, our experts at Caldwell Trust Company are dedicated to instilling peace of mind in our clients when it comes to money matters. Founded in 1993 by Roland G. Caldwell, we are an independent trust company with more than 25 years of experience and $1.2 billion in assets under management. We have always believed that, when taking care of our clients’ financial needs, “it’s a relationship, not a transaction.”