Kylie Knowles

Passionate About Building Relationships | Financial Planning Specialist | Aspiring CFP

Role
Financial Advisor at Morgan Stanley
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kylie Knowles

Committed to making financial empowerment accessible and meaningful, with a background in community engagement and a focus on helping people reach their financial goals: Recently completed an accelerated MBA. My goal is to provide individuals and families with clear, personalized guidance for financial security. At Common Power, I led community outreach and volunteer engagement, growing our online network to over 1,200 active members and supporting impactful voter engagement initiatives across the nation. I’m experienced in communications and project management, from building authentic, compelling narratives to managing CRM systems and audience segmentation. I’m passionate about creating inclusive, actionable resources that resonate and inspire.Specialties: Developing Expertise in Financial Planning and Wealth Management, Community Engagement, Nonprofit Leadership, CRM Systems (Mailchimp, Salesforce), Audience Segmentation, Public SpeakingInterests: Cooking, Golf, Traveling, Exploring New Restaurants, and Strength TrainingCliftonStrengths Top 5: Discipline, Achiever, Consistency, Harmony, Relator

Experience

  1. Financial Advisor

    Morgan Stanley

    Apr 2026 — Present

Education

  • Roosevelt High School

    High School Diploma

    2015 — 2018

  • Albers School of Business and Economics at Seattle University

    Master of Business Administration - MBA

  • University of Washington

    Bachelor of Arts - BA, Political Science, Human Rights, Law, Societies, and Justice

    2018 — 2022

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Kylie Knowles — Financial Advisor at Morgan Stanley in Seattle, WA, US | Unifers