Caldwell Trust Company Earns Five ADDY® Awards as Firm Expands Strategically Across Florida

Caldwell Trust Company Earns Five ADDY® Awards
as Firm Expands Strategically Across Florida
 

PHOTO: Sheryl Vieira, Vice President, Marketing & Communications, Caldwell Trust Company
 
 Headquartered in Venice and continuing its expansion into Florida’s East Coast markets, Caldwell Trust Company has been recognized with five ADDY® Awards by the American Advertising Federation.

Four awards honored the firm’s disciplined market entry into Vero Beach, while a fifth recognized its original publication, The Way It’s Meant to Be, which chronicles the company’s founding, board, governance, and enduring fiduciary philosophy.

As Florida continues to experience historic wealth migration and consolidation within the financial services industry, Caldwell has emphasized expansion grounded in independence, structure, and longer-term accountability. Rather than relying solely on visibility to enter the East Coast market, the firm’s award-winning campaign focused on clearly articulating its governance model and commitment to permanence. The Gold ADDY was awarded for the grand opening invitation, a piece designed to communicate stability and institutional depth to Vero Beach families and professional advisors evaluating new entrants to the region.

“The goal was not simply to announce a presence,” said Sheryl Vieira, Vice President of Marketing and Communications, based in the Downtown Sarasota office. “It was to establish trust from the outset by clearly defining who we are, how we are governed, and why that matters in a marketplace where firms frequently merge, sell, or rebrand.”

“We are honored to be recognized by our peers,” said R.G. “Kelly” Caldwell, Jr., President & CEO. “These awards affirm a disciplined approach to growth and governance that has defined our firm for more than three decades. As we expand, our focus remains on preserving our independence and serving families across generations.”

Completed prior to the East Coast expansion, The Way It’s Meant to Be reflects the firm’s beliefs that growth should be anchored in clearly documented principles. The book chronicles the firm’s founding by Roland Caldwell in 1993, its decades of experience in the financial industry, and the relationships he built that shaped the company. Following industry mergers, it became clear that clients needed a firm they could trust and rely on for the long term, a philosophy that continues to guide Caldwell today. The publication offers clients and advisors transparency into Caldwell’s history, leadership structure, and enduring relationship-based philosophy.

Together, the five awards recognize a deliberate approach to growth grounded in governance, independence, and long-term accountability. As expansion continues across Florida, Caldwell remains committed to the fiduciary structure that has defined it for more than three decades, independent, disciplined, and built to serve generations.

To learn more about Caldwell Trust Company, visit www.ctrust.com or email info@ctrust.com.