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Legacy of Leadership: Caldwell Trust Celebrates 30 Years and Honors R.G. “Kelly” Caldwell, Jr. with a Special Bronze Sculpture Contact Name: Sheryl Vieira Contact Phone Number: (941)926-9336 Venice, FL, January 22, 2024 – Celebrating a significant milestone, Caldwell Trust Company commemorates 30 years of unwavering leadership and dedication by acknowledging R.G. "Kelly" Caldwell, Jr., its longstanding President, CEO, and Chairman. In a poignant tribute, the Caldwell Trust board presented Kelly with a specially crafted bronze sculpture by Jamie Lee Sealander, a distinguished 2013 Ringling graduate. The bronze sculpture skillfully depicts an elderly woman's hand reaching out to an infant's hand, symbolizing the generational support provided by Caldwell Trust Company through their legacy and wealth planning services. This unique gift serves as a testament to Kelly's exceptional leadership and his compassionate commitment to clients and the community. Under Kelly's visionary guidance, Caldwell Trust Company has not only flourished as a trusted financial institution but has also become an integral part of the community fabric, contributing nearly $2 million to various causes in the area. Mack Reid, a respected board member, captures the sentiment perfectly, stating, "Kelly's leadership has guided us in creating lasting legacies for our clients, and this artwork is a tangible representation of the impactful work we do.” Established in 1993, Caldwell Trust Company has become a cornerstone in the financial services industry, with offices in Venice and Sarasota. Managing over $1.5 billion in assets for clients throughout the United States, the company offers a comprehensive range of fiduciary services, including trustee, custodian, investment adviser, financial manager, and personal representative. Caldwell also manages 401(k) and 403(b) qualified retirement plans for employers. Actively engaged in community betterment, Caldwell Trust Company, renowned for its family-oriented culture and strong ethical corporate citizenship, has donated nearly $2 million to local nonprofit organizations, with a primary focus on youth and social causes.