Marie Perilman, CFP®, CDFA®

SVP, UHNW & Philanthropic Strategies Market Leader

Marie Perilman is a Senior Vice President and Philanthropic Strategies Market Leader specializing in complex wealth management solutions for ultra-high net worth individuals. She is a CERTIFIED FINANCIAL  PLANNER™ professional and Certified Divorce Financial Analyst®. With more than 25 years of experience, Marie believes long-term client relationships are built on trust and understanding clients’ motivations and priorities. She creates customized comprehensive solutions that help to achieve her clients’ unique goals. Marie holds a bachelor’s degree in music from the University of Washington and an MBA from Seattle University. Active in her community, she serves on the Board of Regents at Seattle University and on the Seattle Children’s Legacy Advisor Board.

Marie L. R. Perilman, CFP®, CDFA®
Phone: 425-516-4311
marieperilman@columbiatrustcompany.com

Tacoma Headquarters
1301 A Street
Suite 800
Tacoma, WA 98402
Phone: 425-516-4311