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.

Mother daughter ocean

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
  • CT
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

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

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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