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
  • 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 December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

    • Plus, look for more on global equities and fixed income investments.

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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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