Our signature event will be presented in honor of Caldwell Trust Company's dedication to youth over the past 30 years. Their generosity has been instrumental in empowering local youth to achieve their full potential. Guests will enjoy a cocktail hour, gourmet dinner, program and silent auction. All proceeds from the Champions for Children event will provide thousands of BGCSDC Club members a world-class Club experience that assures success is within reach of every young person who walks through our doors, with all members on track to graduate from high school with a plan for the future, demonstrating good character and citizenship, and living a healthy lifestyle.
About Caldwell Trust Company
Caldwell Trust Company has been a cornerstone of financial stewardship in Southwest Florida since 1993. With a commitment to personalized service, Caldwell Trust Company specializes in comprehensive trust and wealth management solutions, serving individuals, families, and businesses. Our mission is to provide prudent and thoughtful financial guidance that preserves and grows our clients' assets while maintaining a deep connection to our community.
We take immense pride in our role as a trusted advisor, fostering long-term relationships built on integrity, expertise, and a deep understanding of our clients' unique needs. Over the years, Caldwell Trust Company has expanded its services to include retirement planning, estate planning, and investment management, all while staying true to the principles that have guided us since our inception 30 years ago.
Our legacy of community involvement is just as strong as our financial acumen. We believe in giving back to the communities that have supported our growth and success. Whether through direct contributions, volunteerism, or partnerships with local organizations, Caldwell Trust Company is dedicated to making a positive impact.
The values instilled by our late founder, Roland Caldwell, continue to drive our company forward, ensuring that we remain a pillar of trust and reliability for generations to come. Today, under the leadership of R.G. "Kelly" Caldwell, Jr., our team remains steadfast in our dedication to providing exceptional financial services while making meaningful contributions to the community we proudly serve.
R.G. "Kelly" Caldwell, Jr. & Melissa Caldwell
R.G. "Kelly" Caldwell, Jr., is the President and CEO of Caldwell Trust Company, continuing the legacy of excellence established by his father, Roland Caldwell. Under Kelly's leadership, Caldwell Trust Company has grown into a trusted financial institution known for its unwavering commitment to clients and the community. With over two decades of experience in the financial industry, Kelly has been instrumental in expanding the company's services and ensuring it remains a pillar of trust and reliability. His leadership style is deeply rooted in the values of integrity, client-focused service, and community engagement, all of which were imparted to him by his father. Kelly's vision has guided Caldwell Trust Company through significant growth while maintaining its commitment to personalized financial management and strong community ties.
Kelly’s wife Melissa Caldwell is a dedicated community advocate and a supportive presence behind the scenes at Caldwell Trust Company. Melissa has played a significant role in the company's community outreach efforts, helping to shape and promote the company’s philanthropic initiatives. Her passion for community service is evident in her active involvement with various charitable organizations and causes throughout Southwest Florida. Melissa's commitment to making a difference in the lives of others aligns closely with the values of Caldwell Trust Company, contributing to the company’s reputation as a leader in both the financial and charitable sectors.
Together, Kelly and Melissa Caldwell exemplify the values of leadership, integrity, and community service that define Caldwell Trust Company. Their partnership, both in business and in life, continues to drive the company's mission of providing exceptional financial services while making a positive impact on the community.
