Alicia O'Mary, JD

Alicia O'Mary, JD
Alicia O'Mary, JD
SVP, Managing Director
  1. 509.353.4156
  2. 717 West Sprague Avenue
    Spokane, WA 99201

Alicia O’Mary is Managing Director and Senior Vice President of Wealth Management & Advisory Services with direct responsibility for over 2,000 clients served in numerous west coast states. She manages over 80 staff professionals in six offices of Wealth Management at Washington …

About Alicia

Alicia O’Mary is Managing Director and Senior Vice President of Wealth Management & Advisory Services with direct responsibility for over 2,000 clients served in numerous west coast states. She manages over 80 staff professionals in six offices of Wealth Management at Washington Trust.

Alicia has 15 years of trust administration and estate planning experience, including five in a senior leadership position. She is directly responsible for the group of people who manage and administer over $6 billion in assets under the bank's fiduciary responsibility. Alicia works with the most sophisticated and complex strategies within wealth management service offerings, often working with multi-generational families with complex wealth situations.

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.

Advisory Expertise

  • Senior 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