Legacy Has a New Address” Campaign Launches with $2B in Assets Under Management
VENICE, FL – [October 27, 2025] – Caldwell Trust Company proudly marked a major milestone with the grand opening of its newest office in Vero Beach, officially expanding its trusted services to Florida’s east coast for the first time. The celebration, held earlier this month, brought together company leadership, community members, and esteemed guests to commemorate the occasion under the campaign theme: Legacy Has a New Address.
The Vero Beach office represents a significant expansion for the independently owned trust company, which now manages over $2 billion in assets. The event was a resounding success, featuring remarks from several key leaders, including R.G. “Kelly” Caldwell, Jr., President, CEO, and Chairman of the Board. Caldwell was joined by Vero staff members David L. Osgood, AWMA®, Executive Vice President and Director of Vero Beach, Jamie Bryan, Assistant Vice President and Trust Officer, Rebecca Lachance, Trust Associate, and corporate team members Jan Miller, Senior Executive Vice President and Trust Officer, and Sheryl Vieira, Vice President of Marketing and Communications, all of whom played instrumental roles in bringing the new office to life.
“This is more than a new location—it’s a new chapter in a brand-new market,” said Caldwell. “For over 30 years, we’ve built deep roots on Florida’s Gulf Coast. Now, with our expansion to Vero Beach, we’re bringing that same integrity, independence, and personalized service to the Treasure Coast. We’re honored by the warm welcome we’ve received from the Vero Beach community.”
The new office extends Caldwell Trust Company’s unique approach to generational wealth management, trust and estate services, and investment advising—services that have earned the company a reputation for stability, transparency, and client-first values.
The Legacy Has a New Address campaign reflects Caldwell’s long-term vision to serve Florida families across both coasts with the same unwavering commitment to fiduciary excellence.
For more information, visit www.ctrust.com.
