Kyle Knudsen
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor Financial Planning Specialist Portfolio Manager at Morgan Stanley
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Kyle Knudsen
At Morgan Stanley I help simplify the lives of my clients by streamlining the complexities of affluence. I am working with a select group of corporate executives, attorneys, CPA\'s, doctors, and business owners as well as companies involved in San Diego\'s Bio Tech, Life Science, Wireless, Construction, and Hospitality industries. I pride myself in providing comprehensive corporate financial and individual wealth management solutions with unparalleled service. My focus is to help with the preservation and enhancement of my clients\' capital in a manner consistent with their individual investment objectives. SKILLS Holistic Financial Planning Financial Analysis Customer Service Insurance Finance Business Strategy Cash Management
Experience
Financial Advisor Financial Planning Specialist Portfolio Manager
Nov 2012 — Present · San Diego, CA, US
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Education
California State University-Chico
Bachelor of Science (B.S.)
2001 — 2007
La Quinta High School
Diploma
1998 — 2001
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