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.

10/13/2026

October marks the start of Financial Planning Month, and with it, the final stretch of 2026. The next few months are when strategic decisions carry the most weight: reviewing tax strategies, revisiting retirement contributions, and making sure your estate plan reflects where you are today.

A fiduciary partner can help you approach year-end planning with clarity instead of guesswork. Schedule a consultation with Adelphi Trust Company to prepare for a strong close to 2026 and a confident start to 2027.

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

10/08/2026

What an afternoon at Her Seat last week, our second annual gathering celebrating women shaping the future of our community. Guests joined us at the St. Petersburg Museum of History to hear from keynote speaker Mallory Dimmitt, CEO of the Florida Wildlife Corridor Foundation. Mallory shared with us her path to leading one of Florida's most ambitious conservation efforts and the lessons in leadership and resilience she's carried along the way.

Thank you to Mallory and everyone who joined us. Stay tuned for what's next!

10/07/2026

CFP® stands for CERTIFIED FINANCIAL PLANNER™, a designation earned only after meeting rigorous education, examination, experience and ethics requirements set by the CFP Board.

Two members of our team, CEO Katie Pemble and Senior Wealth Advisor Katie White, hold this certification. Working with a CFP® professional means your advisor has committed to a fiduciary standard, putting your interests first in every recommendation.

If you have questions about how a CFP® professional can support your financial plan, our team is happy to help. https://adelphitrust.com/about-us/

09/30/2026

Adelphi Trust was in Park City, Utah, last week for the Association of Trust Organizations (ATO) Annual Meeting. This gathering brought together leaders across the trust industry to exchange ideas on regulatory change, technology, and the future of fiduciary services. Our CEO, Katie Pemble, took part in a panel covering Private Markets in Trust Portfolios alongside Dustin Sobolik, CFP, Director of Investments, Heartland Trust Company and Jeff Trad, EVP and Head of the Trust Services Group, Bank of Hawaii. Thanks to Brian Halverson, President and CEO of Heartland Trust Company, for moderating, and to ATO for having us!

09/17/2026

Could you benefit from a wealth manager?

Wealth management brings together tax planning, estate strategy and philanthropic goals into one coordinated approach, tailored for clients with higher net worth and more complex assets.

Adelphi Trust works with clients to build a wealth management strategy suited to where they are today and where they're headed. Contact us to get started. https://adelphitrust.com/wealth-and-investment-management/

09/09/2026

Every client conversation at Adelphi Trust starts from the same place: genuine care and kindness. It's the foundation of how our team listens, plans, and shows up for the families we serve.

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

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/

Address

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

Website

http://adelphitrust.com/

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