Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Manager
Phone:
(703) 394-1900(703) 394-1900
Morgan Stanley Private Wealth Management
Stephen Y. Park Group at Morgan Stanley Private Wealth Management
Our Mission Statement
Our mission is to empower entrepreneurs, business owners and athletes by providing the knowledge and resources needed to grow, monetize, and manage their wealth. We are committed to being dedicated professionals, guiding all types of individuals and families through the unique intricacies of building and preserving their financial success.
WELCOME
The Stephen Y. Park Group at Morgan Stanley Private Wealth Management specializes in working with entrepreneurs, founders, venture capitalists, professional athletes, and ultra-high-net-worth individuals. We utilize Morgan Stanley’s global resources by offering our clients bespoke strategies given the unique challenges and opportunities they face. Our team provides a tailored approach to help manage their personal wealth, assist with business succession planning, provide insight and knowledge into complex financial issues, act as their dedicated Financial Advisor and navigate the unique needs of those who make their living in the spotlight. The Stephen Y. Park Group prides themselves on building lasting relationships and serving as unwavering advocates for their clients throughout their journey.
Our team provides comprehensive financial planning and investment advice personalized for each client’s individual needs. We use a holistic approach to develop a sound financial strategy that seeks to enhance returns while minimizing risks. Providing first class service to our clients through every stage of their lives is at the core of our practice. Whether it’s helping individuals or families implement their unique financial services, helping businesses retain their top talent through employee benefit programs or creating a legacy for the next generation, the Stephen Y. Park Group is there every step of the way.
Overall, our team can play a critical role in helping you manage your personal wealth, plan for the future of your business, and navigate complex financial issues.
Disclaimers:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 and other legal matters.
Our team provides comprehensive financial planning and investment advice personalized for each client’s individual needs. We use a holistic approach to develop a sound financial strategy that seeks to enhance returns while minimizing risks. Providing first class service to our clients through every stage of their lives is at the core of our practice. Whether it’s helping individuals or families implement their unique financial services, helping businesses retain their top talent through employee benefit programs or creating a legacy for the next generation, the Stephen Y. Park Group is there every step of the way.
Overall, our team can play a critical role in helping you manage your personal wealth, plan for the future of your business, and navigate complex financial issues.
Disclaimers:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 and other legal matters.
Capabilities
- Cash Management & LendingFootnote1
- Retirement & Pension Plans
- Tax, Trust & Estate AdvisoryFootnote2
- Lifestyle Advisory ServicesFootnote3
- Family Governance & Wealth Education
- Risk Management
- Philanthropy Management
- Securities Based LendingFootnote4
- Tailored LendingFootnote5
- Insurance SolutionsFootnote6
- Hedging Strategies
- Sudden Wealth Financial Planning
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Clients & Solutions
We manage assets for a select group of clients that include entrepreneurs, founders, venture capitalists, professional athletes, and ultra high-net-worth individuals. Our role is to serve as their trusted advisors who anticipate and address their challenges and help them create comprehensive plans to reach their goals. We work to take the burdens of managing wealth off our clients, so they are free to focus on the important people and causes in their lives.
Entrepreneurs
As an Entrepreneur, you have devoted your career to building your enterprise. Now, it is time to plan for what comes next: enjoying the substantial rewards of your success, spending more time with your family, and pursuing new challenges. In our thoughtful approach, we provide the knowledge, experience, and resources needed to navigate the different stages of your company’s growth from inception to monetization or succession. We can help you achieve clarity and control in this highly complex liquidity event while adhering to your unique requirements so you can accomplish the things in life that are essential to you.
Learn More
Venture Capitalists
For our financially sophisticated clients, we are here to provide supplemental experience you need to reach your personal and professional goals while supporting the people, causes and institutions that add meaning to your life. Our holistic approach covers virtually every aspect of your financial life with the goal to help preserve and grow your financial, family, and social capital so that it can have the greatest positive impact today and for generations to come.
Professional Athletes
Professional Athletes face unique and complex wealth management challenges that call for sophisticated solutions, specialized resources, and absolute discretion. We craft strategies designed to help turn a relatively short period of peak earnings potential into lifelong income.
Our team leverages the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you have for yourself, your family and your community, we present strategies, products and services customized to help reach your goals and leave a lasting impact off the field.
Learn More About Our CapabilitiesOur team leverages the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you have for yourself, your family and your community, we present strategies, products and services customized to help reach your goals and leave a lasting impact off the field.
Ultra High-Net-Worth Individuals & Families
Drawing on a deep understanding of your financial life, we can help you: 1) Manage investments with an unwavering focus on your financial strategy and personal goals; 2) Create comprehensive, multigenerational wealth management plans based on your needs, challenges, and the values that guide your life and legacy; 3) Simplify financial complexity to help you achieve clarity and control.
Equity Solutions - Shareworks
Shareworks enables companies to manage their employee stock plans, equity compensation, and other equity-based incentives. The platform provides a centralized location for companies to manage their equity plans, granting and vesting of equity awards, stock option exercises, and compliance with various regulatory requirements.
Shareworks offers a range of features and tools to simplify the administration of equity compensation, including online access for employees to view and manage their equity awards, electronic documentation and signature capabilities, as well as reporting and analytics tools for tracking equity plan data and financial metrics.
The platform is designed for companies of all sizes, from startups to established enterprises, and supports a range of equity award types, including stock options, restricted stock units, performance awards, and employee stock purchase plans.
Shareworks offers a range of features and tools to simplify the administration of equity compensation, including online access for employees to view and manage their equity awards, electronic documentation and signature capabilities, as well as reporting and analytics tools for tracking equity plan data and financial metrics.
The platform is designed for companies of all sizes, from startups to established enterprises, and supports a range of equity award types, including stock options, restricted stock units, performance awards, and employee stock purchase plans.
FAMILY OFFICE RESOURCES CAPABILITIES
We deliver the full range of expertise to help address different aspects of your financial life: strategies to invest assets, but also to mitigate taxes, transfer wealth, enhance philanthropic impact, reduce family conflict, and manage the affluent lifestyle.
Redefining Family Office
Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.
Family Governance and Education
Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution, or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to find your way to becoming your own generation, with your own voice.
Investment Policy
Trust and Estate Planning and Business Succession
The key to determining which trust, tax, and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
Necessary Considerations and Documents of Estate Planning
Lifestyle Services
The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Signature Access
Philanthropic Advisory
Believing that philanthropy must be more than checkbook writing. Involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions, and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support, and how long you envision your involvement to last, are your matters that matter to us.
Charitable Giving Strategies
Art Advisory
Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented, and inefficient. With experienced art advisors at your side, you have the guidance you need to avoid pitfalls and the expertise to manage your collection as the significant asset it is.
Expertise At Your DisposalAWARDS & RECOGNITIONS
Thanks to the unwavering commitment to helping clients achieve their investment goals, members of the Stephen Y. Park Group have been awarded the following industry awards and recognitions:
Forbes Best-In-State Wealth Management Teams 2025
In 2025, the Stephen Y. Park Group was named one of Forbes Best-In-State Wealth Management Teams.
Source: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24.
Read More About the Team's RankingSource: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24.
Forbes Best-In-State Wealth Advisors 2018-2022
From 2018 to 2022, Stephen Park has named one of Forbes Best-In-State Wealth Advisors.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Read More About Stephen's Ranking2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State 2018-2022
From 2018 to 2022, Stephen Park has been named one of Barron's Top 1,200 Financial Advisors: State-By-State.
2018-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Read More About Stephen's Ranking2018-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors 2022
In 2022, Edward Dahl was named one of Forbes Best-In-State Wealth Advisors.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Read More About Edward's Ranking2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America’s Top Next-Gen Wealth Advisors 2018-2021
From 2018-2021, Edward has been named one of Forbes Top Next-Gen Wealth Advisors.
2018-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Read More About Edward's Ranking2018-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Location
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 394-1900(703) 394-1900
Meet Stephen Y. Park Group at Morgan Stanley Private Wealth Management
Edward J. Dahl, CFP®, CDFA®
Senior Vice President, Private Wealth Advisor
Phone:
(703) 394-1901(703) 394-1901
Spenser Thompson, CFP®, CPWA®
Financial Advisor
Phone:
(703) 394-1902(703) 394-1902
Poi DeStefano
Financial Advisor
Phone:
(703) 394-1908(703) 394-1908
Kevin M. Shavalay, CFA®, CEPA®
Director of Business Strategy, Private Wealth Management
Phone:
(703) 394-1903(703) 394-1903
Courtney Waetjen Dinning
Group Director, Client Service Associate
Phone:
(703) 394-1904(703) 394-1904
Janet Kim
Client Service Associate
Phone:
(703) 394-1905(703) 394-1905
Kevin Caulfield
Registered Client Service Associate
Phone:
(703) 394-1906(703) 394-1906
Monica Chmelev
Registered Client Service Associate
Phone:
(703) 394-1909(703) 394-1909
About Me
With professional experience of 25+ years of experience, Stephen leads the Stephen Y. Park Group at Morgan Stanley Private Wealth. As a Managing Director and Private Wealth Advisor, Stephen concentrates in delivering financial solutions to entrepreneurs, founders, business owners, venture capitalists, and the executive suite. His client-centric approach involves establishing enduring relationships early in their ventures and helping navigate their intricate
financial journey. With unparalleled speed and intention, the team leverages the global resources to provide timely and exclusive access to niche investment opportunities and cutting-edge financial technologies.
By harnessing the collaborative power of the firm, he guides clients through complex financial landscapes, ensuring they benefit from the most innovative and sophisticated solutions available. In all stages of an individual and business cycle, our team’s focus is on customized investment solutions, tax and estate planning strategies and designing a lifetime cash flow analysis. Stephen’s commitment is to align strategies with clients' unique objectives and aspirations.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-
month time period concluding in June of year prior to the issuance of the award.
financial journey. With unparalleled speed and intention, the team leverages the global resources to provide timely and exclusive access to niche investment opportunities and cutting-edge financial technologies.
By harnessing the collaborative power of the firm, he guides clients through complex financial landscapes, ensuring they benefit from the most innovative and sophisticated solutions available. In all stages of an individual and business cycle, our team’s focus is on customized investment solutions, tax and estate planning strategies and designing a lifetime cash flow analysis. Stephen’s commitment is to align strategies with clients' unique objectives and aspirations.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-
month time period concluding in June of year prior to the issuance of the award.
Securities Agent: SD, AL, ID, WA, PR, IN, KS, CA, NH, TX, UT, MN, PA, TN, OK, SC, VT, MO, MS, ME, WV, OR, MD, OH, GA, NC, NM, MI, WY, NV, MA, KY, MT, VI, NY, LA, IA, AR, ND, FL, WI, NE, CT, HI, DE, CO, IL, DC, RI, VA, AK, AZ, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2425898
NMLS#: 2425898
About Me
An affinity to working with numbers and a desire to help individuals and families achieve financial freedom are what led Ed Dahl to become a Financial Advisor. It is his keen ability to deliver pragmatic solutions, however, that has helped him succeed as the head of The Stephen Y. Park Group’s financial planning discipline. He focuses on helping business owners with preliquidity planning, exit strategy evaluation and post-liquidity wealth management. Ed listens carefully to the needs of novice and sophisticated investors, alike, and offers clear and practical solutions to help them achieve their goals.
Recognized by Forbes® magazine and SHOOK research as a "Top Next-Generation Wealth Advisor" (2018), Ed brings more than a decade of wealth planning and portfolio management experience to his work with his clients. He earned the Certified Financial Planner™ designation from Georgetown University, which is given only to those who meet rigorous ethical and professional requirements. Ed holds a B.A. in Finance from Catholic University. He is an inaugural board member of the Philanthropy Committee of the Tysons Corner Tower Club. Ed, his wife, Lisa, and their daughters, Stella and Vivian, live in Arlington, VA.
Forbes Top 1,000 Next Gen Wealth Advisors Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Recognized by Forbes® magazine and SHOOK research as a "Top Next-Generation Wealth Advisor" (2018), Ed brings more than a decade of wealth planning and portfolio management experience to his work with his clients. He earned the Certified Financial Planner™ designation from Georgetown University, which is given only to those who meet rigorous ethical and professional requirements. Ed holds a B.A. in Finance from Catholic University. He is an inaugural board member of the Philanthropy Committee of the Tysons Corner Tower Club. Ed, his wife, Lisa, and their daughters, Stella and Vivian, live in Arlington, VA.
Forbes Top 1,000 Next Gen Wealth Advisors Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Securities Agent: IN, WA, CA, OH, MO, NV, NJ, DE, MA, NE, ME, VI, VT, MS, AZ, CT, VA, RI, MD, HI, PR, NM, IL, WV, DC, NC, GA, NH, WI, AK, WY, SD, TN, ND, LA, SC, MN, IA, FL, PA, OR, KY, CO, ID, OK, UT, NY, KS, TX, AR, MI, AL, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2425282
NMLS#: 2425282
About Spenser Thompson
Spenser joined The Stephen Y. Park Group in 2015. The son of two teachers, Spenser has always enjoyed educating and connecting with others. It is a strong passion for this, that led him to the wealth management world to help clients navigate the investment and retirement landscape, and to help bring confidence to individuals and families. As a Financial Advisor, Spenser focuses on customizing financial plans and tailoring strategies for complex client needs. Along with financial planning, he focuses on trust services and estate planning strategies, and legacy planning, annuities, alternative investments, and Long-Term Care needs. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Certified Private Wealth Advisor® designation, and series 7 and 66 securities licenses.
Spenser graduated from Virginia Tech with a B.S. in Finance. He received his Certified Private Wealth Advisor® designation through Yale and his CERTIFIED FINANCIAL PLANNER™ designation through Wake Forest University. He is originally from McLean, Virginia and currently resides with his wife Tori, son JJ, and dog Lenny in Alexandria.
Spenser graduated from Virginia Tech with a B.S. in Finance. He received his Certified Private Wealth Advisor® designation through Yale and his CERTIFIED FINANCIAL PLANNER™ designation through Wake Forest University. He is originally from McLean, Virginia and currently resides with his wife Tori, son JJ, and dog Lenny in Alexandria.
Securities Agent: WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2418243
NMLS#: 2418243
About Poi DeStefano
Poi joined The Stephen Y. Park Group in 2023 as a Financial Advisor. She has been in the industry for almost a decade and holds her Series 7 and 66 securities licenses. Poi focuses on creating strategies for her client’s complex needs by utilizing the firm’s vast resources. Poi received her B.S.B.A in Finance from the Catholic University of America. During her spare time, Poi enjoys traveling and trying new restaurants with family and friends. Originally from Long Valley, NJ, Poi now resides in Arlington, VA.
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2479526
NMLS#: 2479526
About Kevin M. Shavalay
Kevin joined The Stephen Y. Park Group in 2020. He holds the Chartered Financial Analyst (CFA®) designation and Series 7 and 66 securities licenses. Kevin’s responsibilities include managing the retirement plans practice, evaluating portfolios and providing investment analysis.
Kevin received a Bachelor of Science in Business Administration and a minor in Economics from the University of Mary Washington. He participated in a study abroad program at the University of Manchester Business School and played varsity soccer in college. He grew up in Oakton, VA and resides in Arlington, VA.
Kevin received a Bachelor of Science in Business Administration and a minor in Economics from the University of Mary Washington. He participated in a study abroad program at the University of Manchester Business School and played varsity soccer in college. He grew up in Oakton, VA and resides in Arlington, VA.
About Courtney Waetjen Dinning
Courtney heads the client service experience arm of The Stephen Y. Park Group. After working for various large brokerage firms in the Baltimore area, Courtney joined the team in 2011. With over 13 years of experience and holding her Series 7 and 66 securities licenses, Courtney manages all aspects of operations and administration for the group. Her priorities are client on-boarding, cash management and all aspects of solving client needs. A native of Silver Spring, MD, Courtney graduated from James Madison University with a Bachelor of Business Administration. Courtney lives in Reston, VA, with her husband and two young children–Chase and Lexie.
About Janet Kim
Janet joined The Stephen Y. Park Group in 2020 as a Client Associate. Janet’s primary goal is to provide all clients with the highest level of client service and to work closely with the team to support daily operations and administration. Janet earned her bachelor’s degree from George Mason University. She grew up in Fairfax, VA and currently resides in Centreville, VA.
About Kevin Caulfield
Kevin joined The Stephen Y. Park Group in 2021 as a Client Associate. Kevin’s primary goal is to provide all clients with a high level of client service and to work closely with the team to support their business development and financial research. Kevin earned his bachelor’s degree in business from Virginia Commonwealth University and holds his Series 7, Series 66, and Life & Health licenses. He grew up in Ashburn, VA, Brussels, Belgium, and Berlin, Germany and currently resides in Arlington, VA.
About Monica Chmelev
Monica began her career with Morgan Stanley in October 2021. Prior to Morgan Stanley, Monica received her Bachelor of Accountancy from Brooklyn College. Monica is currently studying for M.A. in Global Finance. Monica’s prior experience includes working as an accountant and administrator. Within the markets she practiced, Monica is known for consistently implementing her analytical demeanor, detail oriented management skills and multi-cultural financial experience into her field. In her role at Morgan Stanley Monica has acquired vast product specific knowledge, proprietary platform knowledge, and digital marketing skills. Monica is a first generation immigrant to United states and is fluent in multiple languages. She loves Russian literature and tennis.
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Contact Edward J. Dahl
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
5Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Morgan 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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
4Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
5Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
