Vero Beach, FL — 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 Florida. While an official office location in Vero Beach is forthcoming, the company is actively establishing its footprint in the market and looks forward to serving the area’s growing demand for expert, relationship-driven wealth management services.
“We are thrilled to welcome David Osgood to the Caldwell family,” said R.G. “Kelly” Caldwell, Jr., CEO and President of Caldwell Trust Company. “David brings a proven track record of client service, leadership, and deep experience in personalized financial planning. His presence in Vero Beach will allow us to extend our legacy of trust and service to a vibrant and expanding community.”
With over 35 years of experience in financial services, David L. Osgood, AWMA® specializes in asset management, retirement planning, and customized investment strategies. Known for his client-first approach and local involvement, David is deeply committed to building long-term relationships grounded in integrity and results.
“It’s an honor to join Caldwell Trust Company,” said Osgood. “Their values perfectly align with my passion for serving clients with transparency, care, and long-term vision. I’m excited to help bring Caldwell’s personalized approach to Vero Beach and look forward to positively impacting the community.”
Caldwell Trust Company manages over $2 billion in assets and provides a full suite of fiduciary and investment services including trust administration, estate planning, retirement plan management 401(k) and 403(b), and family wealth advisory. As it continues to grow its statewide presence, Caldwell remains committed to its founding principles: personal attention, deep client relationships, and long-term stewardship.
To contact David Osgood, AWMA®, please email [email protected] or call 772.321.7513. To learn more about Caldwell Trust Company, visit www.ctrust.com or email [email protected].
About Caldwell Trust Company
Founded in 1993, Caldwell Trust Company is a Florida-chartered, independent trust company with offices in Venice and Sarasota and clients nationwide. The firm provides comprehensive fiduciary services including acting as trustee, investment advisor, financial manager, and retirement plan administrator.
With a reputation built on trust, transparency, and client-centric values, Caldwell is also known for its philanthropic impact, having contributed nearly $2 million to nonprofits across Florida, primarily supporting youth, education, and community development.
Now in its fourth decade, Caldwell Trust Company remains steadfast in its mission: delivering personalized financial guidance rooted in integrity, independence, and long-term relationships.
Website: www.ctrust.com
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