Alicia O'Mary, JD
Vice President & Team Leader
Alicia O’Mary, Senior Vice President, serves as the Market Leader of Wealth Management & Advisory Services for the Western Washington region and oversees an operation of professionals providing investment and estate services in Seattle and Bellevue. She develops strategies with her closely‑knit team to carry out the best solutions
Alicia has 15 years of trust administration and estate planning experience, including five in a senior leadership position. She utilizes her interpersonal skills and fiduciary experience to deepen ongoing communication through relationship management.
Expertly supporting her team as they collaborate with their clients and legal and tax advisors for each client’s unique financial planning circumstances, she is a trusted resource to our entire team for a variety of trust‑related issues including interpretation, termination, litigation, and estate planning issues.
- Relationship Management
- Trust and Estate Administration
- JD, Texas A&M School of Law
- BBA, Southern Methodist University
- Spokane Estate Planning Council – Board Member, Program Chair
- Washington State University – Planned Giving Advisory Council Member
Contact Information601 Union Street, Suite 4747
Seattle, WA 98101