1970
CALDWELL & CO. ESTABLISHED
1980
ROLAND CALDWELL BEGINS THE
INVESTMENT NEWSLETTER
1988
KELLY CALDWELL
JOINS COMPANY
1992
CHARTER PROCESS BEGINS
1993
SERVICES FIRST CLIENT AND
FORMS ORIGINAL BOARD
1994
MOVES INTO
VENICE OFFICE
E
2009
OPENS OFFICE IN
DOWNTOWN SARASOTA
1999
ESTABLISHES SARASOTA OFFICE PRESENCE
2013
CELEBRATES 20TH
ANNIVERSARY
2015
BUILDS HEADQUARTERS
IN VENICE
TODAY
SE
E
A
RS
Caldwell Cares continually through volunteerism and support to area not-for-profits
and organizations in the communities where we live, work and play.