VENICE, FL: Caldwell Trust Company has augmented its staff with the addition of trust associate Marci Sweat, according to R. G. “Kelly” Caldwell Jr., CEO and president.
Marci Sweat has worked in finance since 2008, when she joined Northern Trust Company in Sarasota as a receptionist/special projects assistant. While employed there she attended Northern Trust School and three years of the Florida Trust & Wealth Management School, sponsored by Florida Bankers Association. She completed courses through Graduate Trust School II and was elected as class president during her third year. By the time she resigned in early 2017 she had advanced to officer and account manager on Northern Trust’s wealth management advisory team.
She works in Caldwell’s Sarasota office, where she supports the trust officers who are based in that location. To contact her, email firstname.lastname@example.org or phone 941.926.9336.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $875 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. To learn more about Caldwell Trust Company, call 1.800.338.9476 (toll-free), 941.493.3600 (Venice) or 941.926.9336 (Sarasota); email email@example.com; or visit www.ctrust.com.