Asset Management Firms
Adelphi Trust Company
Women-founded Florida trust company offering trust, estate and wealth services
- Service area
- Florida and beyond
- Location
- St. Petersburg
- Languages
- English
Story
Adelphi Trust Company is a Florida chartered trust company with its office at 100 2nd Avenue South in St. Petersburg. According to the company, it is the sole independent trust company with its headquarters in Tampa Bay, and the first and only trust company in Florida to be certified by WBENC, the Women's Business Enterprise Council. The firm was founded by women, is majority-owned and managed by women, and acts as a fiduciary for every client.
Katie Pemble, CFP®, serves as CEO and Chief Investment Officer, and Gentry Barnett Byrnes, J.D., is President and Chief Fiduciary Officer. The company says its team brings more than 100 years of combined experience.
Adelphi provides trust administration, investment management, retirement services and financial planning to individuals and organizations in Florida and beyond. As trustee, it handles revocable, irrevocable, special needs, charitable and life insurance trusts, along with custodial services and estate settlement, including estates that hold real estate, artwork or closely held businesses. The team works with clients and their estate attorneys to build and monitor estate plans.
The company also supports its local community by sponsoring events and partnering with neighborhood organizations.
Products & services
Revocable and irrevocable trusts; Special needs trusts; Charitable and life insurance trusts; Directed and testamentary trusts; Trust administration and custodial services; Trust and estate settlement; Wealth and investment management; Retirement services; Financial planning; Agent for trustee services
Location
100 2nd Avenue South, Suite 1204S, St. Petersburg, FL, 33701
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