City National Bank Hires Experienced Senior Wealth Planner to Serve Bay Area
Nichole Walker joins City National as Senior Wealth Planner
SAN FRANCISCO – City National Bank, America’s Premier Private and Business Bank®, announced today that Nichole Walker has joined the bank as a senior wealth planner.
Based out of the bank’s San Francisco Regional Center, Walker will provide comprehensive wealth and estate-planning advice to City National’s clients in the Bay Area. She helps wealthy families with wealth preservation, generational transfer, gifting strategies and philanthropic planning, legacy planning, and other related areas to help families achieve their goals.
“We continue to grow in the Bay Area and Nichole brings sophisticated wealth planning experience and dedication to help our clients meet their financial objectives,” said Paul DeLauro, manager of the bank’s wealth planning team.
Prior to joining City National, Walker served as a financial advisor at Morgan Stanley Wealth Management, where she specialized in financial and estate planning for wealthy families, corporate executives and entrepreneurs, and served as a team member for the firm’s institutional consulting division – Graystone Consulting. Previously, she practiced law for 15 years, serving as general counsel for technology and media companies, and as special advisor for a hedge fund.
Walker earned a dual bachelor’s degree in economics and history from Stanford University and her Juris Doctor from the University of California, Los Angeles. She is a member of the State Bar of California, is a Chartered Retirement Plans Specialist (CRPS®), and holds Series 7 and 66 licenses.
City National has been serving the Bay Area since 1999 and now has 11 offices, including two new offices in Pleasanton and the South of Market area. In addition, the bank’s Palo Alto office houses the bank’s growing technology and venture capital banking group. City National has more than 200 colleagues in the Bay Area.
For an image of Walker, go to: https://www.cnb.com/Style%20Library/Images/Nichole%20Walker.JPG
About City National
With $41.2 billion in assets, City National Bank provides banking, investment and trust services through 74 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. In addition, the company and its investment affiliates manage or administer $55.7 billion in client investment assets.
City National is a subsidiary of Royal Bank of Canada (RBC), one of North America’s leading diversified financial services companies. RBC serves more than 16 million personal, business, public sector and institutional clients through offices in Canada, the United States and 36 other countries.
For more information about City National, visit the company’s website at cnb.com.