Adelphi Trust Company

Adelphi Trust Company stands out in its field with its unique approach, decades of team expertise, and dedication to providing a high-quality and highly customized client experience. Learn more about our company directly from our founders, Katie Pemble and Gentry Byrnes.

With a 529, you provide more than a financial gift—you create a legacy of learning. Grandparents, you can contribute up to five years of your federal gift tax exclusion into a 529 plan, opening doors of opportunity for your grandchildren's future. Imagine the pride of watching them pursue their dreams, knowing you helped make it possible. Talk to us about how you can give the gift of education while smartly managing your estate.

Skill, passion, and determination were on full display at the past few Tampa Bay Sun FC games we attended. This team is proving why women's soccer deserves the spotlight and has been an incredible addition to Tampa Bay sports! Check out our highlights from the March games we attended as season ticket holders — then mark your calendars to meet us in the stands at the next game, Sunday, April 6th! Katie Pemble Sue U. Lynn, CTFA Paige Van Middlesworth Zachary Noyes Beth A. Horner Charles H. Kard, CFA, CFP?

Adelphi Trust is a proud supporter of the Community Law Program and the legal aid provided to our community.

Time-sensitive reminder: We're in the final countdown to Tax Day 2024! As we enter the final weeks of tax season, now's the time to ensure your 2024 tax planning is complete and accurate. Our team at Adelphi is ready to help you navigate these crucial financial decisions, but don't wait until the last minute. Reach out today. https://lnkd.in/g6pFg2fQ

This #InternationalWomensDay, we celebrate a meaningful milestone: our WBENC certification. As Florida’s first and only women-owned trust company, we’re grateful to be a part of a community that champions women who dare to lead, inspire, and make history. The Women’s Business Enterprise National Council believes that when leadership reflects diversity, innovation thrives and economies grow. This certification reflects our commitment to excellence as we build a more inclusive future in trust and wealth management. We’re proud to be a WBENC-Certified Women's Business Enterprise (WBE).

What an amazing time we had soaking in the excitement of the Firestone Grand Prix, right here in our beautiful city of St. Petersburg! And it couldn't have been a more perfect weekend for it. Thank you to Wallace Welch & Willingham, An IMA Company for hosting us!

Where is the market headed? Last week, CFA Society Tampa Bay brought together top experts to help financial professionals navigate the road ahead. Skillfully moderated by Adelphi Trust Company’s Chief Investment Officer, Charles H. Kard, CFA, CFP?, the panel discussion featured valuable insights from Linda Duessel (Federated Hermes) and Gabriela Santos (J.P. Morgan) on interest rates, inflation, portfolio positioning, and more. The key messages? - Don’t react to headlines - dig deeper to better understand what is happening in the economy and markets. - Opportunities are developing in underappreciated asset classes, supported by earnings growth and better valuations. - Diversifying will help investors mitigate the uncertainty of the current investing landscape. A big thank you to CFA Society Tampa Bay for hosting such an impactful conversation!

Adelphi Trust Company was proud to sponsor the 11th Annual St. Petersburg Bar Foundation’s Professionalism Seminar. Congratulations to Shirin Vesely for chairing another successful event.

Entrepreneurs, your retirement savings should work as hard as you do. An Individual or Solo 401(k) offers self-employed professionals higher contribution limits than traditional IRAs, loan options, and the flexibility to choose between traditional and Roth contributions. Talk to your Adelphi Trust Company advisor to learn more about available retirement options. https://lnkd.in/g6pFg2fQ