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.
Education and Licensing
  • University of Washington B.A. 1979
Honors and Recognition
  • Seattle Top Wealth Manager 2014 - 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 August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

Steven Knudsen holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, FL, ID, IL, KY, MA, MI, MN, MT, NV, NY, OR, PA, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative;

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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