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 January On the Markets from the Global Investment Committee featuring

    “Are You Ready for Euphoria?”  While it’s easy to say that stocks have moved too far too fast in the past few months, it’s premature to think it’s already over given the powerful shift in sentiment that is just starting, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He analyzes the drivers of this aging bull market and why he believes it has more room to run.

    “How Corporate Tax Reform Could Affect Company Earnings”  In our estimates, cutting the federal corporate tax rate to 15% from 35% could deliver an 8.2% earnings boost to the S&P 500. At the sector level, the benefit could be much greater.

    “Strategies for a Rising Rate Era”  With interest rates increasing, investors need to consider different approaches for their fixed income portfolios. These include “bond ladders” and various sorts of adjustable-rate securities.

    • Plus, look for more on economics, commodities and municipal bonds. 

  • 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

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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