Meet The Team

Sue U. Lynn, CTFA

Sue U. Lynn, CTFA

Wealth & Trust



Sue has been a Trust Officer in the Tampa Bay area for over 35 years. She oversees the implementation of her clients’ estate plans and coordinates with their advisors to help clients and their families achieve their goals. Sue received her Bachelor of Arts from Emory University and is a graduate of Florida Trust School and National Trust School.  She has been a Certified Trust and Fiduciary Advisor (CTFA1) since 1992.  Sue is a past president of the Suncoast Estate Planning Council and has served on the board of the Tampa Bay Estate Planning Council.

Sue grew up in Tampa and is an enthusiastic supporter of the theater as well as the Tampa Bay sports teams.


1. Certified Trust and Fiduciary Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law
and investment management.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit