Creating Family-First Financial Futures

At Adelphi Trust Company, we’re curious when others are skeptical and creative when others remain conventional. We’re serious about protecting the financial futures of our clients and those they love most, and we do it with kindness and an open mind, considering your unique story at every turn. We put family first in all we do and are committed to our clients for generations, providing highly customized and comprehensive trust and wealth management services so you can enjoy today while preparing for tomorrow – all with a steadfast ally by your side.

A Letter From Our CEO

Adelphi Trust Company began with the belief that wealth management, retirement planning and estate settlement services could be provided to clients in a more holistic way and focused on the needs of a broader audience than is currently available in the market.

We know there are many seeking assistance for these fiduciary services and that this need is growing exponentially in the very near future across multiple generations. Our mission is to protect and safeguard the financial futures of our clients and provide them with the peace of mind that their intentions will be realized.

Thank you for your interest in Adelphi Trust Company and for visiting our website. I sincerely hope that you will plan to visit us in person or virtually soon to discuss how we may help you and your family.

CEO and Co-Founder

Founded by Trailblazers

We’re proud to be 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.

Katie Pemble, CFP®

CEO, Chairwoman, and Co-Founder

Katie’s career spans 35 years in Florida banking and wealth management with leadership positions in various financial institutions.  During her career, she was the President of Bank of America in Pinellas County, CEO and board member of Florida Bank headquartered in Tampa and the President and board member of C1 Bank in St. Petersburg.  She is adept at leading high growth organizations and twice participated in the successful IPO of two Florida banks.  In addition to her commitment to business matters, Katie has provided leadership to several large organizations in the Tampa Bay area throughout her career.   She has served on the boards of United Way, Tampa Bay Partnership, St. Petersburg Area Chamber of Commerce, Pinellas County Education Foundation, SPCA of Tampa Bay, and many others.  Her greatest volunteer passion has been with healthcare organizations.  She served for many years on the board and as chair of the Audit and Finance committees for Bayfront Health System and was a founding board member of Healthy St. Pete.  Katie has also dedicated countless hours to The American Heart Association of Tampa Bay, serving as chair of the organization and a founder of the Go Red For Women campaign devoted to raising money and awareness of cardiovascular disease among women and ensuring that NIH research funding requires the inclusion of women as subjects.  Katie currently serves on the board of Bayfront Hospital Foundation, a subsidiary of Orlando Health Systems and is a board member of Axiom Bank, N.A. in Maitland, Florida.  Katie is a native Floridian and feels lucky to call St. Petersburg home since 1987.

Gentry B. Byrnes, J.D.

Chief Trust & Fiduciary Officer, Board Member, and Co-Founder

Gentry has a 29‑year legal and fiduciary career most recently serving as the Chief Fiduciary Officer of Raymond James Trust, N.A. managing a team of professionals across the country with over 8 billion in assets.  Prior to that, Gentry was the Senior Regional Trust Manager for the Tampa Bay, Sarasota, Naples and Central Florida markets for Wells Fargo, previously Wachovia and a senior trust officer and team leader at Bank of America.  Gentry started her career with the law firm of Fisher and Sauls, P.A. where her practice included estate and trust administration, estate planning and guardianship. She was previously board certified by The Florida Bar in Elder Law. She frequently speaks on fiduciary issues and is very involved in the state and local bar associations. Gentry is passionate about giving back to the community and has served on the boards of Brookwood, A Young Women’s Residence, Great Explorations Children’s Museum as well as leadership roles in her church. She is a past president of both the St. Petersburg Bar Association and Suncoast Estate Planning Council and remains active in both organizations. Gentry is currently the treasurer of the St. Petersburg Bar Foundation, chair of the Will for Warriors program at Stetson College of Law, a founding member of the Professional Fiduciary Council of Florida and a member of the Stetson Elder Law Advisory Board.

Led by Specialists

Our Management Team

Alan Stegeman, CAMS

Chief Compliance Officer

Alan is SVP and Chief Compliance Officer of Adelphi Trust Company. He has over 22 years of experience in trust administration, risk management, compliance, and trust operations. He is a graduate of the Florida Bankers Association Florida Trust and Wealth School. He most recently served as Chief Compliance Officer of a well-respected national trust company.

Julie Johnson, J.D., CAP®

Chief Operations Officer

Julie is SVP and Chief Operations Officer of Adelphi Trust Company. She is a licensed attorney with over 22 years of experience in wealth management. Most recently, she led a national philanthropic team for a large, well-respected national bank. Her extensive experience in trust and fiduciary services includes leading national trust administration teams, trust operations management, and serving as bank general counsel and director of wealth management.

Guided by Experts

Our Board of Directors

Adelphi Trust Company Careers

Fueled by
Top Talent

Are you a passionate professional looking for your next role? Join the Adelphi team.

Disclosures

Investment Services

Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.

NOT FDIC INSURED

May lose value
No bank or trust company guarantee
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