Adelphi Trust Company

Adelphi Trust Company We provide trust services, estate settlement, and wealth and investment management to individuals and those they love the most.

At Adelphi Trust, we put you and your family at the center of all that we do. The only trust company in Florida founded, managed, and majority-owned by women. Backed by decades of experience, our team has the talent and expertise to establish and protect your goals with confidence.

Picking back up where we left off in our Cybersecurity Protection series, we're highlighting more tactics to protect you...
06/08/2026

Picking back up where we left off in our Cybersecurity Protection series, we're highlighting more tactics to protect yourself.

Fraudulent emails are designed to bypass your better judgment. They lean on urgency ("Act now or your account will be closed"), sloppy language, and formatting that's just slightly off. Recognizing those signals before you react is what keeps you protected.

Read the full guide for more tips: https://adelphitrust.com/thought-leadership/email-protection-understanding-email-spoofing-and-phishing-scams/

Adelphi Trust is Tampa Bay's only locally owned trust company and Florida's only women-owned and women-led trust company...
06/05/2026

Adelphi Trust is Tampa Bay's only locally owned trust company and Florida's only women-owned and women-led trust company. We were built on the belief that trust services should be personal, comprehensive, and rooted in the communities we serve. Gentry and Katie saw a gap in the industry, and built something to fill it.

Get to know Julie Johnson, J.D., ATFA, CAP®, our Chief Operations Officer and Director of Philanthropic Services. linkJu...
06/02/2026

Get to know Julie Johnson, J.D., ATFA, CAP®, our Chief Operations Officer and Director of Philanthropic Services. link

Julie brings more than 25 years of experience in wealth management to our team. A licensed attorney, she has led national trust administration and philanthropic teams at a large national bank, managed trust operations, served as bank general counsel, and most recently received her Accredited Trust Fiduciary Advisor (ATFA) certification from Campbell University. Her depth of experience across fiduciary services, philanthropy, and operations shapes how we serve our clients every day. We're so glad she's part of the Adelphi team. https://adelphitrust.com/about-us/julie-johnson/

Adelphi Trust is thrilled to welcome Katie White to the team as Senior Wealth Advisor.Katie brings over 25 years of expe...
05/29/2026

Adelphi Trust is thrilled to welcome Katie White to the team as Senior Wealth Advisor.

Katie brings over 25 years of experience advising high-net-worth individuals and families, with a background spanning bank-owned trust companies, brokerage firms, and RIAs. She holds both the CFP® and CDFA® designations, and has built her career around holistic financial planning, investment management, and guiding clients through life's most complex financial decisions.

We're grateful to have her expertise on our team.
https://adelphitrust.com/about-us/katie-white/

This next part of our cybersecurity protection series is about protecting yourself by always verifying an email sender.F...
05/26/2026

This next part of our cybersecurity protection series is about protecting yourself by always verifying an email sender.

Financial fraud often starts with a single email that looks completely legitimate. Even if the email looks official, always double-check the sender’s address. Spoofed emails may have small variations (e.g., [email protected] instead of [email protected]).

Read our full guide on email spoofing and phishing scams at the link in bio and stay one step ahead. https://drive.google.com/file/d/1rNJHmL2QDgLUn8QuWZkUHFe7BmSFVQCI/view?usp=sharing

We exist to protect. That means building portfolios designed to perform with purpose through every economic cycle. Throu...
05/21/2026

We exist to protect. That means building portfolios designed to perform with purpose through every economic cycle. Through bull markets, bear markets, periods of uncertainty and periods of growth, a well-constructed portfolio accounts for all of it. We work alongside our clients to make sure their financial foundation is built to last, with strategies that hold up when conditions shift and remain positioned for the long term. That's the Adelphi difference. https://adelphitrust.com/

Adelphi Trust was proud to sponsor the USF Foundation's Elder Fraud Lunch & Learn, an important conversation about prote...
05/15/2026

Adelphi Trust was proud to sponsor the USF Foundation's Elder Fraud Lunch & Learn, an important conversation about protecting older adults from financial exploitation and fraud.

Our own Gentry Byrnes served as panel moderator, bringing her expertise in fiduciary services to a room full of people committed to safeguarding the most vulnerable members of our community. Thank you to USF and everyone who participated in making this event such a meaningful one.

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100 2nd Avenue South, Suite 1204
Saint Petersburg, FL
33701

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