Caldwell Trust Company

Caldwell Trust Company stands firm in our belief in the transformative power of service, compassion, and a commitment to others. Our team's dedication goes beyond financial expertise; it's about building deep, meaningful relationships and leaving a lasting, positive impact on our community. By prioritizing our client's needs and well-being, we're not just managing assets; we're nurturing a legacy of care, support, and trust that enriches lives for generations to come. #TheWayItsMeantToBe

James "Jim" Woods exemplifies service, dedication, and professional excellence. As a valued Caldwell Trust Company board member, Jim has made significant contributions to finance and community service. His career includes roles such as President of the Bon Secours Venice Hospital Foundation and Campus Executive Officer of Manatee Community College Venice Campus. Jim holds degrees from Muskingum College, Chapman University, and George Peabody College for Teachers at Vanderbilt University. He actively participates in various non-profits, including Coastal Behavioral Healthcare, United Way, Loveland Center, and Rotary Futures, and chairs the Teacher of the Year program for the Venice-Nokomis Rotary Club. Since 2005, Jim has served as a respected Director at Caldwell Trust Company, contributing to the Audit and Trust Committees. His dedication to community service and financial stewardship continues to shape Caldwell's mission of providing exceptional trust and wealth management services. Jim Woods stands as an inspiration for the transformative power of service. Read More Here: https://bit.ly/49ZSz2I #CaldwellCares

Congratulations to Donna on a decade of dedicated service at Caldwell Trust Company! As our Assistant Vice President and Trust Officer, Donna's expertise and commitment have been invaluable. A native of Venice and a banking professional since her high school days at Venice High, Donna's journey led her to us through her connection with Senior Trust Officer Wendy Fishman. With her legal background enriching our Trust Administration team, we're grateful for Donna's contributions over the past ten years. Here's to many more successes together! #CaldwellCares

We proudly represent your LOCAL and TRUSTED financial firm in Southwest Florida. For over 30 years, our team has been here to ensure you receive the personalized service you deserve to preserve your legacy and protect your family's financial future for generations to come. #TrustIsAlwaysHere

Today, we are celebrating mothers everywhere. To all the incredible moms, grandmothers, stepmothers, and mother figures who fill our lives with love, wisdom, and endless support, we honor and appreciate you. Your strength, kindness, and dedication inspire us every day. Happy Mother's Day from Caldwell Trust Company! #CaldwellCares #HappyMothersDay

At Caldwell Trust Company, we understand that building wealth and preserving your legacy are interconnected goals. Our customized trust and wealth management services are designed to help you strategically grow your assets while safeguarding your legacy for generations to come. Our personalized approach ensures that your financial objectives align with your values, empowering you to make a lasting impact and secure a prosperous future for your loved ones. Trust Caldwell Trust Company to build and protect your wealth, ensuring a legacy that endures. #TheWayItsMeantToBe

For three decades, Caldwell Trust Company has been devoted to nurturing enduring relationships and uplifting our community. Our personalized trust and wealth management services have earned trust, fueled growth, and made a positive difference in countless lives and organizations. Discover the impact of our team's dedication by reading more here: https://bit.ly/49ZSz2I #RelationshipFocused #TrustIsAlwaysHere

Jan Miller, currently serving as Senior Executive VP and TO at Caldwell Trust Company, remains a prominent figure in finance and community leadership. Known for her commitment to clients' best interests, she began her journey in Dayton, Ohio, and transitioned through roles at other financial institutions before joining Caldwell Trust Company. Her commitment to traditional trust services aligns perfectly with Caldwell's client-centric approach. Despite industry changes, Jan prioritizes ethical client service, showcasing her dedication to values and principles. She actively contributes to local boards and organizations like Stratum Health Systems and Empath Health, reflecting her deep commitment to community impact alongside her husband Jim Culter at Mote Marine Laboratory. Jan Miller continues to inspire through her ongoing dedication, ethics, and community service, setting an example of commitment to clients and values. Read More About Jan Here: https://bit.ly/49ZSz2I #TheWayItsMeantToBe

At Caldwell Trust Company, our commitment to supporting the community goes beyond just a company level—it's a personal passion for each of our team members. We believe in giving back and making a positive impact wherever we can. We know that community support is not just a duty, but a privilege that we embrace wholeheartedly. #CaldwellCares

Since 1993, we have built a REPUTABLE reputation in financial and wealth management services. Count on us to protect your family's financial future and uphold your legacy. Explore our team's enduring dedication here: https://bit.ly/3yay85S #TrustIsAlwaysHere