“Nichole Walker is
Senior Vice President and Senior Wealth Strategist with City National Bank’s
Private Banking division covering the U.S. Northwest region. She provides
comprehensive wealth and estate planning services to ultra-high net worth
clients including wealth preservation, inter-generational transfers,
philanthropic planning, cross-border estate planning, and wealth planning for
art and collectibles, as well as crypto/digital assets.
Nichole
previously served as a wealth advisor at Morgan Stanley Wealth Management
specializing in financial and complex estate planning. She practiced law for 15
years, serving as general counsel for technology and media companies, and
special advisor for a hedge fund.
She earned a dual
BA in Economics and History from Stanford University, JD from UCLA School of
Law, and is a member of the State Bar of California, San Francisco Bar
Association, San Francisco Estate Planning Council, and Society of Trust and
Estate Practitioners. She holds the Certified Trust and Financial Advisor,
Registered Trust and Estate Practitioner, and Chartered Retirement Plans
Specialist designations, Certificate in Blockchain and Digital Assets, and FINRA
Series 7 and 66 licenses.”