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.
- 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
- Wealth Management
- Asset Management
- Alternative Investments
- Professional Portfolio Management
- Private Banking
- Estate Planning
- Philanthropic Services
- Life Insurance
- Lending Services
- Planning for Special Needs Individuals
- Portland State University, B.A. cum laude, Finance, Law & International Business
- 2010 Woman of the Year, National Association of Professional Women
- Present: Vice President - Wealth Management and Senior Investment Management Consultant
- 2000: Vice President & Regional Trust Manager
Smith Barney Private Trust
- 1998: Vice President & Trust Officer
Judith Walker is licensed in the following state(s):
AZ, CA, DC, FL, MD, NY, OK, OR, TX, VA, WA, WY
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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