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 January On the Markets from the Global Investment Committee featuring

    • "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.

    • "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.

    • "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.

    • Plus, look for more on US and global equities, fixed income investments, commodities and real estate.

Steven Knudsen holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, ID, KY, MA, NV, NY, OR, WA; 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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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