Karen Atwood

Karen O. Atwood
Vice President Trust Advisor

919 E Main St

8th Floor,

Richmond, VA 23219-0005

About me

Background

Karen Atwood is a Region Trust Advisor with Truist Wealth. She offers clients more than 15 years’ experience in the financial services industry with an emphasis in trust and estate planning and trust administration. Prior to joining Truist, Karen worked at a privately held multi-family office where her role included tax preparation and planning and financial planning.

Education

Bachelors of Science in Financial Management with an emphasis in Financial Planning and a minor in Accounting
Clemson University 2004

Personal Interests

Karen serves on several private family foundation boards and is a member of the Richmond Trust Administrators Council.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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