JULIE JOHNSON, is the Chief Operations Officer and Director of Philanthropic Services at Adelphi Trust Company, bringing over 23 years of experience in wealth management and philanthropic services. Her professional journey began at a Texas commercial bank, where she advanced to pivotal roles such as General Counsel and Director of Wealth Management. Julie further expanded her career at one of the top five largest national banks in the U.S., assuming national leadership roles including National Manager of the Philanthropic Solutions Team and interim Director of Philanthropic Services.
In 2022, Julie relocated to St. Petersburg to join the co-founders and launch Adelphi Trust Company, the first majority women-owned bank or trust company in Florida. Her unique background places her at the intersection of wealth management and philanthropy, providing invaluable insights into both realms.
Adelphi Trust Company is a WBENC-Certified Women’s Business Enterprise.
- Chief Operations Officer & Director of Philanthropic Services
- Adelphi Trust Company
- Communicating About Wealth | Engaging the Next Generation | Family Philanthropy | Financial Literacy | Strategic Grantmaking | Wealth Management | Women and Giving
- St. Petersburg
- 21/64 Approach Training