Steven Knudsen - Morgan Stanley Financial Advisor - Seattle, WA
Morgan Stanley
Steven Knudsen, CIMA
Senior Vice President, Wealth Management
Financial Advisor
Senior Investment Management Consultant
601 Union Street Suite 5200
Seattle, WA 98101
tel: (206) 628-8862
toll-free: (800) 426-7837 
fax: (206) 628-4425

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Investment Management Consultant's Assoc.
Services
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • 529 Plans
  • Long Term Care Insurance
  • Access to Lending Services
  • Certificates of Deposit
  • Insurance Services
  • Alternative Investments
  • Corporate Cash Management
  • Education Planning
Education and Licensing
  • University of Washington B.A. 1979
  • Wharton - Certifiied Investment Management Consultant 1999
Honors and Recognition
  • Seattle Top Wealth Manager 2016 - Seattle Magazine
  • Seattle Top Wealth Manager 2015 - Seattle Magazine
  • Seattle Top Wealth Manager 2014 - Seattle Magazine
  • Seattle Top Wealth Manager 2013 - Seattle Magazine
Business Experience
  • 2006 - Present: Morgan Stanley*
    Senior Vice President-Investments
    Senior Investment Management Consultant
  • 1994 - 2006: Piper Jaffray
    Senior Vice President
  • 1990 - 1994: Kemper Securities
    Vice President
  • 1983 - 1990: Oppenheimer and Co.
    Financial Representative

Bulletin Board
  • Cut through the clutter!  External Insights delivers exclusive content from money managers, economists, academics and other financial professionals.
  • See February On the Markets from the Global Investment Committee featuring

    “What’s Holding It Up?”  A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.

    “The Big Debates of 2017”  In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.

    “The Case for Active Management”  Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.

    • Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests. 

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Steven Knudsen holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, ID, KY, MA, NV, NY, OR, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1279198

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