Stephanie Keeton Honan

First Vice President–Wealth Management

UBS

Seattle, Washington

Stephanie Keeton Honan

Stephanie Keeton Honan's Bio

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.

Stephanie Keeton Honan's Career Background

UBS

First Vice President–Wealth Management, Financial Advisor
August 2006 – Current
Seattle, Washington

UBS, a global leader in financial services, partners with individuals, families, institutions, and corporations worldwide to navigate life’s financial questions through its comprehensive range of services including wealth management, investment banking, and asset management. With a history dating back to 1862 and a team of over 80,000 professionals in more than 50 countries, UBS is committed to fostering a culture of growth and innovation, continuously recognized for its dedication to team collaboration and excellence in the financial sector.

Piper Jaffray

Vice President, CFP®
March 2001 – August 2006
Seattle, Washington

Piper Jaffray Companies (NYSE: PJC) is a leading investment bank and institutional securities firm driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong.

RBC Wealth Management

Investment Executive
March 1996 – May 2001
Seattle, Washington

RBC Wealth Management, with over a century of trusted advice and solutions, serves high net worth and institutional clients globally through a comprehensive suite of services including private banking, investment management, and estate planning. As a division of the Royal Bank of Canada, one of the world’s leading global banks, it is dedicated to helping clients grow more than wealth by aligning financial strategies with personal values and aspirations.

Bank of America (Seafirst Investment Services)

Retirement and Mutual Fund Product Representative, Institutional Sales Associate
June 1994 – March 1996
Seattle, Washington

Bank of America is one of the world’s largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading.

Stephanie Keeton Honan's Media

Licenses & Certifications

CERTIFIED FINANCIAL PLANNER™
CA Insurance License #0M74803

Stephanie Keeton Honan's Education

Washington State University

Pullman, Washington
Bachelor of Arts
Political Science
1989-1993

University of Washington

Seattle, Washington
Postgraduate Studies
Finance

Institute of European Studies

Vienna, Austria
Eastern Block Economies, Art & Architecture

In the Community

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