Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Stephanie Keeton Honan, CFP

First Vice President–Wealth Management

Financial Advisor

Beginning in 1996, Stephanie Honan has built a broad background in investment services including institutional sales, advising business owners, working with foundations/endowments, and assisting high net-worth individuals in investment planning. She works extensively with retirement plans, businesses, employee stock options, non-profits, and CPAs throughout the Northwest. She earned a Bachelor's degree in political science from WSU and has completed postgraduate work in finance at the UW. She is a CERTIFIED FINANCIAL PLANNER™, CFP®.

CA Insurance License # 0M74803

Personal & Community

  • Junior League of Seattle, Katie McKay Circle Member
  • 1999 San Diego Marathon & 1998 Vancouver Marathon
  • Seattle Childrens Home, Sheldrick Wildlife Trust, Chimpanzee Sanctuary NW, Association of Catholic Childhood Volunteer
     
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NM
  • NV
  • NY
  • OR
  • SC
  • TN
  • TX
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Postgraduate Finance classes, University of Washington
  • Institute of European Studies, Vienna, Austria
  • BA in Political Science; Minors: Business and English., Washington State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 287-8805

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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