Sue U. Lynn, CTFA

Senior Trust Officer

For over 40 years, Sue Lynn has provided guidance to clients in the Tampa Bay area. Sue has had the privilege of working with families to preserve their wealth through multiple generations while drawing on her extensive experience in trust administration and estate settlement.

 

In 1982, Sue earned her Bachelor of Arts degree from Emory University. She graduated from Florida Trust School in 1989 and completed the undergraduate program of National Trust School in 1997. In 1998, she graduated with honors from National Graduate Trust School in Chicago. Sue earned the designation of Certified Trust and Financial Advisor in 1992.

 

She is a member of the Tampa Bay, Suncoast, and SW Florida Estate Planning Councils. She served on the board of both the Tampa Bay and Suncoast Estate Planning Councils and is the Past President of the Suncoast Estate Planning Council. Over her career, Sue has been involved with multiple charitable organizations. In her free time, Sue enjoys cheering for all the Tampa Bay professional sports teams and is an avid Broadway fan.

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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