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Stephen M. Bowden
Stephen M. Bowden
First Vice President - Wealth Management
1145 Broadway
14th Floor
Tacoma, WA 98402
tel: 253-573-2787
toll free: 800-247-2883
fax: 253-404-2190
Email Me
Welcome Education Services Associations Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • BA - Business Administration, 1980,
    University of Puget Sound,
    Tacoma, WA
  • AA - Arts & Sciences, 1973,
    Tacoma Community College,
    Tacoma, WA
  • High School Diploma, 1971,
    Charles Wright Academy,
    Tacoma, WA
  • Series 7 - NYSE/NASD General Securities Representative, 1982
  • Life & Disability Insurance Agent, 1982
  • Series 3 - Commodity Sales Representative, 1987
  • Series 8 - General SEC Sales Supervisor, 2001
Services
  • Asset Management
  • Municipal Bonds
  • Wealth Management
  • Estate Planning
  • Endowments and Foundations
  • Family Consulting
  • Alternative Investments
  • Financial Planning
  • Qualified Plans
  • Stock Option Plans
  • Long Term Care Insurance
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
Associations
  • British American Business Council of the Pacific Northwest
    Executive Board of Directors
Business Experience
  • 2000: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Tacoma, WA
  • 1989-2000: Morgan Stanley Dean Witter
    Vice President - Wealth Management
    Tacoma, WA
  • 1987-1989: Prudential-Bache Securities
    Associate Vice President - Wealth Management
    Seattle, WA
  • 1982-1987: Merrill Lynch
    Financial Advisor
    Federal Way, WA
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Morgan Stanley Smith Barney and enter a website created, operated and maintained by a different entity.
Stephen M. Bowden is licensed in the following state(s): AZ, CA, CO, FL, ID, IN, NC, NM, NY, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Monday Morning Musings (pdf)

Market Update Conference Call Details (pdf)

A Flock of Black Swans (pdf)
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