Karen Smith-Grant joined InvesTrust, in 2009 and serves as a Trust Officer. Karen’s main duties with InvesTrust include the fiduciary account administration of trusts, estates, investment accounts and IRA’s. She applies her experience to manage accounts in accordance with trust documents, applicable legal requirements and company compliance guidelines
Karen began her trust career in 1981. Prior to joining InvesTrust, she worked in the trust department for a major Oklahoma City financial institution.
Karen attended Rose State and completed the ABA Graduate Trust School, as well as several Trust related classes over the years.
Karen serves as a committee member of The Lockhart Foundation created to aid and support domestic animal rescues in Oklahoma. She is, also, a member of the Oklahoma City Estate Planning Council.