Tampa, Fla., Tuesday, Jan. 23, 2024– Adelphi Trust Company, a leading provider of financial trust and wealth management services, is pleased to announce the hiring of Sue U. Lynn, CTFA as senior trust officer.
Sue brings 40 years of financial industry experience and a proven track record of success to Adelphi Trust. Her deep understanding of the intricacies of trust administration and estate settlement work is key to her strategic role with the company.
“We are thrilled to welcome Sue to our team,” said Katie Pemble, CEO, Adelphi Trust Company. “Her reputation in Tampa Bay is second to none. She has spent the last four decades helping families preserve their wealth and build legacies, from one generation to the next. Sue’s pursuit of excellence in her work and passion to help people protect their futures aligns well with our company values.”
“I have long respected the professionals at Adelphi Trust and am eager to begin our work together,” said Sue. “We share a commitment to put our clients first, providing them with innovative and truly personalized financial solutions.”
Sue earned her bachelor’s degree from Emory University, and later graduated from the Florida Trust School in 1989 and completed the undergraduate program of National Trust School in 1997. She continued her education at Chicago’s National Graduate Trust School where she earned honors. Sue also holds the prestigious professional designation of Certified Trust and Fiduciary Advisor.
An avid supporter of the community and this industry, Sue is a member of the Tampa Bay Estate Planning Council, the Southwest Florida Estate Planning Council, and the Suncoast Estate Planning Council. She’s previously served on the boards of the Tampa Bay and Suncoast Estate Planning Councils and is Past President of Suncoast Estate Planning Council.
About Adelphi Trust Company
Headquartered in St. Petersburg, FL, Adelphi Trust Company is the only trust company in Florida founded, managed, and majority-owned by women. The company provides trust services including trust administration and estate settlement, wealth management, investment management, estate, financial & legacy planning. Its seasoned leadership has decades of experience in banking, trust administration, and investment management. For more information, contact Katie Pemble at katie@adelphitrust.com or visit www.adelphitrust.com.
