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Caldwell Trust Company Expands into Vero Beach, Appoints David L. Osgood, AWMA® as Executive Vice President & Market Director

Summary by Vero News
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 an…
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Vero News broke the news in on Thursday, April 17, 2025.
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