David Chapin, CEPA®, QPFC

Dennis Lopes is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.

Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Dennis began his career in financial services in 2005 and joined Morgan Stanley in 2025 as an Associate Private Banker. Prior to joining the firm, he was a Private Banker at J.P. Morgan Private Bank. He also served as a Private Mortgage Banker at Wells Fargo Private Mortgage Banking.

Dennis lives in Stoughton, Massachusetts with his family. Outside of the office, he enjoys golfing and going to Celtics games.

Van Liao is a vice president and financial planning director serving Morgan Stanley Wealth Management offices in Boston, MA. She is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.



Van began her career in financial services in 2006 and joined Morgan Stanley in 2022. Prior to her current position, she was the senior financial planning consultant at Citizens Securities, Inc., working closely with financial advisors and their clients to achieve financial success through a holistic approach of financial planning. Before joining Citizens Securities, Inc., Van was with LPL Financial as a senior financial planning consultant, where she coached over 3,800 advisors to create comprehensive, client-focused financial plans. Van also spent about six years at Wells Fargo Family Wealth, where she collaborated with financial advisors and investment professionals to provide specialized advisory services to high- and ultra-high-net-worth families and business owners.



Van graduated from Clark University with a BA in business management and MS in finance. She also holds her CERTIFIED FINANCIAL PLANNER™ designation. Van is an active member of the Financial Planning Association of New England. She dedicates her time and effort to promoting the planning profession, empowering financial literacy, and building a strong professional community. Van also serves on the Women's Initiative Committee and the DEI Committee, and is an active advocate for women and minorities.



Van is of Chinese descent and was born and raised in Ho Chi Minh City, Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes her multi-cultural background has enriched her life in so many ways, personally and professionally.



Van resides in Quincy, MA, with her family, including her husband, her two boys, and a beautiful Siamese cat, Yoyo. Outside of work, Van enjoys traveling, cooking, and spending precious time with her boys.



DISCLOSURE:

Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool.   When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

 

You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

 

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.  Please consult with your Financial Advisor to understand these differences.

 

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.



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Victor Diune is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Northeast Region.  In this capacity, Victor provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory.  Victor has over 20 years of experience advising wealthy families, business owners, and their children. 
 
Victor has spent the last 22 years at Bank of America/Merrill Lynch.  Most recently, he was a Director, Wealth Strategist, working with Merrill Private Wealth Advisors and Financial Advisors, along with their UHNW clients advising them on estate and legacy planning, wealth transfer strategies and philanthropic planning.  He was also responsible for developing, consulting and implementing business succession plans as well as providing advice on fiduciary investment management and tax reduction strategies.
 
Victor received a Bachelor of Arts degree in Political Science from University of Illinois in Urbana-Champaign, received his JD/MBA degree from Suffolk University Law School/Sawyer School of Management, and his LLM in Tax from Boston University School of Law.  He holds a Series 7 and 66 securities licenses.  He currently lives in Hopkinton, MA with his wife and their 4 children.