Adelphi Trust Company

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Saint Petersburg, FL
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.

09/04/2026

Adelphi Trust believes that wealth can reflect the causes and communities that matter most. Ahead of tomorrow, we're sharing how our team can help clients turn their philanthropic goals into lasting impact through charitable trusts, donor-advised funds, private foundations, and partnerships with community foundations.

As a Tampa Bay trust company, we're also proud to support community organizations throughout our region. It's one of the reasons our annual Her Seat event is so meaningful. We're honored to welcome Mallory Dimmitt, CEO of the Florida Wildlife Corridor Foundation, as this year's upcoming Her Seat speaker. Mallory's stewardship, collaboration, and commitment to future generations inspires change built to endure.

Read more about charitable giving strategies that can align your wealth with not only your financial goals, but also the values and causes you care most about: https://adelphitrust.com/events/international-day-of-charity-giving/

08/26/2026

Adelphi Trust Company is proud to be a WBENC-Certified women's business enterprise (WBE), the nation's most recognized standard for women-owned businesses. As Florida's first female-founded trust company, we've built our firm on the belief that financial expertise should be accessible and inclusive to everyone we serve.

Today, there are more than 14 million women-owned businesses in the United States, generating $2.7 trillion in annual revenue. Companies that work with diverse suppliers see 133% greater ROI on procurement. Choosing a women-owned business is good business.

On , we're standing behind that momentum, and committed to making sure every client has a trusted partner and a seat at the table to build wealth and secure their future.

https://www.wbenc.org/certification/

08/24/2026

Part 3 of our series on Financial Planning Through the Divorce Process zeroes in on the financial questions most people have never had to ask before, from how retirement accounts are valued to what a settlement means long term.

We work alongside attorneys to walk clients through those questions, so they know exactly what they're agreeing to before a settlement is final.

Here are a few of the most common questions, answered. https://adelphitrust.com/thought-leadership/financial-planning-during-divorce-why-working-with-a-cdfa-makes-a-difference/

08/20/2026

You may know Sue U. Lynn as our Senior Trust Officer, but did you also know that outside of work, she's an avid supporter of Broadway shows and Tampa Bay sports teams?

That loyalty carries over into her work as well, where she has spent more than 40 years guiding Tampa Bay families in preserving their wealth across generations, with deep experience in trust administration and estate settlement.

She holds the Certified Trust and Financial Advisor designation and graduated with honors from National Graduate Trust School in Chicago.

Sue is Past President of the Suncoast Estate Planning Council and has served on the boards of both the Tampa Bay and Suncoast Estate Planning Councils, a reflection of the trust she's built across the local estate planning community over her career.

We're grateful for the care and consistency Sue brings to every client relationship, year after year.

https://adelphitrust.com/sue-lynn/

08/18/2026

Working alongside each client’s attorney, Adelphi Trust Company provides financial analysis and planning designed to help clients understand the consequences of settlement decisions before they become final. This includes evaluating complex compensation structures, analyzing retirement and pension assets, and tracing separate property to support a more complete financial picture.

Our clients benefit from the guidance of Senior Wealth Advisor Katie White, CFP®, CDFA® (Certified Divorce Financial Analyst®). Her specialized training in the financial aspects of divorce allows her to help clients evaluate settlement options through a broader financial lens, providing a more complete understanding of how settlement decisions align with their long-term goals so they can move forward with confidence.

Part 2 of our series on Financial Planning During Divorce highlights this Adelphi difference, which brings greater clarity to complex decisions.

Read the article to learn more about our divorce financial planning, and reach out to schedule a confidential consultation to discuss your options. https://adelphitrust.com/thought-leadership/financial-planning-during-divorce-why-working-with-a-cdfa-makes-a-difference/

08/17/2026

When something big happens, whether it's planned or not, having someone who picks up the phone makes all the difference. Our clients get a real person, not a call center, on the other end of the line whenever they need support.

https://adelphitrust.com/about-us/

08/14/2026

Divorce is one of the most significant financial transitions a person will ever experience. Decisions involving retirement accounts, business interests, deferred compensation, real estate, and support obligations can affect financial security for years to come.

This is Part 1 of our series on Financial Planning During Divorce, unpacking some of the most important financial considerations during divorce that warrant the expert attention and support of a Certified Divorce Financial Analyst (CDFA®).

Read our full guide on the importance of financial planning during divorce: https://adelphitrust.com/thought-leadership/financial-planning-during-divorce-why-working-with-a-cdfa-makes-a-difference/

08/13/2026

Adelphi Trust CEO Katie Pemble added a new title recently, when she was sworn in as Treasurer of the Board of spARK Labs during the organization's strategic off-site. Powered by ARK Invest, the innovation hub supports founders and entrepreneurs building deep tech companies right here in St. Petersburg by providing capital access, connections, and build space.

Katie's involvement is a natural extension of Adelphi Trust's investment in the community it calls home. We're excited to see how these startups transform their innovation into impact.

08/11/2026

Retirement timelines, estate plans, investment portfolios, and how a family passes on wealth all depend on financial concepts that are not always intuitive. Adelphi Trust makes the complex understandable, creating customized plans clients feel confident in, with a clear explanation behind every recommendation.

and confidence come from true understanding, not just ex*****on, and that is the standard our team holds itself to.

https://adelphitrust.com/wealth-and-investment-management/

08/05/2026

Adelphi Trust sponsored Friday breakfast at the 44th Annual ATO Conference at The Breakers in Palm Beach, where Florida's top estate planning attorneys and trust professionals gathered for sessions on everything from fiduciary accounting to multi-generational planning.

Once again at this year's conference, Gentry Byrnes served on the Steering Committee. Being present and invested in the community that shapes Florida's estate planning landscape is exactly where we want to be.

Address

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

Website

http://adelphitrust.com/

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