Market Information Delayed 20 Minutes
The Dow as of the Previous Day’s Close
The Dow as of the Previous Day’s Close
Your financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Associations
- Member, Investment Management Consultants Assn
- Certified Trust & Fiancial Advisor, Institute for Certified Bankers
- Past President, Planned Giving Forum of Sacramento
- Member, Northern California Planned Giving Council
- Member, National Association of Professional Women
- Board Member & Investment Committee Chair, Marin Symphony Assn
- Member, Society of Trust & Estate Practitioners
Services
- Wealth Management
- Asset Management
- Alternative Investments
- Professional Portfolio Management
- Private Banking
- Estate Planning
- Philanthropic Services
- Life Insurance
- Annuities
- Lending Services
- Planning for Special Needs Individuals
Education and Licensing
- Portland State University, B.A. cum laude, Finance, Law & International Business
Honors and Recognition
- 2010 Woman of the Year, National Association of Professional Women
Business Experience
- 1998
- Present: Vice President - Wealth Management and Senior Investment Management Consultant
Morgan Stanley* - 1998
- 2000: Vice President & Regional Trust Manager
Smith Barney Private Trust - 1993
- 1998: Vice President & Trust Officer
U.S. Bank
Judith Walker is licensed in the following state(s):
AZ, CA, DC, FL, MD, NY, OK, OR, TX, VA, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
