Nicole V.
Regional Director & Senior Wealth Planning Strategist, Dunham Trust Company
- Role
- Regional Director & Senior Wealth Planning Strategist at Dunham Trust
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicole V.
ESTATE & BUSINESS PLANNING ATTORNEY / WEALTH PLANNING PROFESSIONAL Specialties:…
Experience
Regional Director & Senior Wealth Planning Strategist
Nov 2012 — Present · Reno, NV, US
Educate and advise clients and their advisors on trust and estate planning matters, including advanced wealth transfer strategies, asset protection planning, and charitable giving.
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