1. 800.788.4578
  2. Open Account
  3. Sign In
800.788.4578
  1. Open Account
  2. Sign In

Alicia O'Mary, JD

Alicia O'Mary, JD
Alicia O'Mary, JD
Vice President & Team Leader
  1. 206.576.6215
  2. 601 Union Street Ste 4747
    Seattle, WA 98101

Alicia O’Mary serves as the Team Leader of Wealth Management & Advisory Services for the Spokane region and oversees an operation of professionals providing investment and estate services. She develops strategies with her closely‐knit team to carry out the best solutions.

Alicia …

About Alicia

Alicia O’Mary serves as the Team Leader of Wealth Management & Advisory Services for the Spokane region and oversees an operation of professionals providing investment and estate services. 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 leadership position. She utilizes her interpersonal skills and fiduciary experience to deepen ongoing communication through relationship management.

Also an attorney, Alicia advises clients and collaborates with their existing legal and tax advisors to plan for each family’s unique circumstances. She is a trusted resource to her clients for a variety of trust‐related issues such as interpretation, terminations, litigation, and estate planning issues.

Advisory Expertise

  • Relationship Management
  • Trust and Estate Administration

Professional Affiliations

  • Spokane Estate Planning Council – Board Member, Program Chair
  • Washington State University – Planned Giving Advisory Council Member

Education

  • JD, Texas A&M School of Law
  • BBA, Southern Methodist University