Stephanie Keeton Honan

Stephanie Keeton Honan

First Vice President–Wealth Management, Financial Advisor

UBS

Seattle, Washington

About Stephanie Keeton Honan


Stephanie Keeton Honan, CFP®, serves as the First Vice President–Wealth Management at UBS in Seattle, Washington, bringing over two decades of experience in the financial sector to her role. Since starting her career in 1996, Stephanie has developed a deep expertise in a range of investment services, focusing primarily on high net-worth individuals, retirement plans, and institutional sales.

Her career began at Seafirst Investment Services, where she honed her skills in institutional sales. She then transitioned to roles of increasing responsibility at RBC Wealth Management and Piper Jaffray, before joining UBS in 2006. At UBS, she has continued to excel, leveraging her extensive knowledge to advise business owners, manage employee stock options, and collaborate with CPAs and non-profits across the Northwest.

Stephanie’s educational background includes a Bachelor’s degree in Political Science from Washington State University, supplemented with postgraduate studies in finance at the University of Washington. Her professional qualifications are underscored by her designation as a CERTIFIED FINANCIAL PLANNER™.

Recognized for her contributions to the field, Stephanie has been listed on the Forbes Best-in-State Wealth Management Teams for consecutive years. Her career is distinguished by a commitment to tailored investment planning and a deep-seated understanding of complex financial landscapes, making her a trusted advisor to her clients and a respected figure in the financial community.

Areas of Focus


Wealth ManagementHigh Net-Worth AdvisingRetirement PlanningInstitutional SalesEmployee Stock Options

Career Background


UBS

First Vice President–Wealth Management, Financial Advisor

August 2006 – Current

Piper Jaffray

Vice President, CFP®

March 2001 – August 2006

RBC Wealth Management

Investment Executive

March 1996 – May 2001

Bank of America (Seafirst Investment Services)

Retirement and Mutual Fund Product Representative, Institutional Sales Associate

June 1994 – March 1996

Education


Washington State University

Bachelor of Arts, Political Science

Pullman, Washington

1989 – 1993

University of Washington

Postgraduate Studies, Finance

Seattle, Washington

Institute of European Studies

Eastern Block Economies, Art & Architecture

Vienna, Austria

Media


Licenses & Certifications


CERTIFIED FINANCIAL PLANNER™
CA Insurance License #0M74803

Charities & Volunteering


Forbes Best-in-State Wealth Management Teams, 2023, 2024

The 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.

Junior League of Seattle

Katie McKay Circle Member

Frequently Asked Questions


What does Stephanie Keeton Honan do?

Stephanie Keeton Honan is First Vice President–Wealth Management and Financial Advisor at UBS in Seattle, Washington. She has over two decades of experience advising high net-worth individuals, managing retirement plans, and handling institutional sales.

What is Stephanie Keeton Honan known for?

She is known for her expertise advising business owners, managing employee stock options, and collaborating with CPAs and non-profits across the Northwest. She has been listed on the Forbes Best-in-State Wealth Management Teams for consecutive years.

Where is Stephanie Keeton Honan based?

Stephanie Keeton Honan is based in Seattle, Washington.

Where did Stephanie Keeton Honan study?

She earned a Bachelor of Arts in Political Science from Washington State University and completed postgraduate studies in finance at the University of Washington.

Who does Stephanie Keeton Honan work for?

Stephanie Keeton Honan works for UBS, where she has been since 2006.

Last updated February 20, 2026