Katie P. Smith

Ms. Smith serves as a client advisor and is responsible for administration of various types of trusts, estates and investment management accounts for families, corporations, and foundations. Ms. Smith began her career in 2005 with Regions Financial Corporation in the trust and wealth management area. She later moved to BankTrust Financial Group, which was acquired by Trustmark National Bank, where she served as Vice President and Trust Officer. She is currently a member of the Mobile Area Chamber of Commerce Workforce Advisory Council, and the finance committee of St. James Episcopal Church in Fairhope, AL. She was a member of the 2016 class of Mobile Bay’s 40 under 40.


  • Degree in Accounting from Auburn University
  • Juris Doctor from the University of Alabama School of Law

Core Disciplines

Client Support