Caldwell Trust Company Expands into Vero Beach, Appoints David L. Osgood, AWMA® as Executive Vice President & Market Director
Caldwell Trust Company, a Florida-based, independent trust company with more than three decades of experience in fiduciary services and wealth management, is proud to announce its expansion into Vero Beach, Florida. The appointment of David L. Osgood, AWMA®, as Executive Vice President and Market Director for the region marks this strategic move.This milestone reflects Caldwell Trust Company’s continued commitment to growth and its mission to deliver personalized, values-based financial services across
Caldwell Trust Company Celebrates Sonya Kristie's 20 Years of Service
Caldwell Trust Company, a Florida-based independent trust company with more than three decades of experience in fiduciary services and wealth management, proudly announces the 20th anniversary of Sonya Kristie, Senior Vice President and Trust Officer - a milestone that reflects her dedication, growth, and invaluable contributions to the firm. Sonya will officially mark her anniversary on May 1st, celebrating two decades since joining the company as its very first intern.Sonya’s journey with Caldwell Trust