SVP, UHNW & Philanthropic Strategies Market Lead
Marie Perilman, senior vice president and UHNW & Philanthropic Strategies Market Lead, is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst ®, specializing in complex wealth management solutions for UHNW individuals.
With over 25 years of experience in the financial services industry, Marie believes the best way to work with clients is to build long-term relationships by developing trust and understanding their motivations and priorities. She works with other specialists at Columbia Trust Company to craft customized comprehensive solutions to achieve the unique goals of individuals and non-profit organizations.
Prior to joining Columbia Bank, Marie worked as a wealth advisor at Key Bank and Harris Bank, and in sales and product development at Russell Investments. She holds a Bachelors of Arts in music from the University of Washington and earned her MBA in finance at Seattle University.
Active in her local community, Marie has served on boards in leadership positions at Seattle University, Humane Society in King County, Youth Eastside Services, as well as numerous Planned Giving Advisory boards. She currently serves on the board of Regents at Seattle University and on the Legacy Board of Children’s Hospital.
Marie L. R. Perilman, CFP®, CDFA®
1301 A Street
Tacoma, WA 98402