About Me
Ed Dahl, a Senior Vice President, Private Wealth Advisor with over 20 years of experience in wealth planning and portfolio management, guides entrepreneurs and young founders toward financial security using Morgan Stanley’s extensive global resources. Known for providing clear, practical solutions, Ed focuses on pre-liquidity planning, exit strategy development, and post-liquidity wealth management, helping clients manage concentrated positions and newfound liquidity as they grow or transition their businesses. As an Alternative Investment Director, he also provides access to unique deal flow in alternative investments, enabling clients to explore exclusive private opportunities to diversify and strengthen their portfolios.
Recognized by Forbes® and SHOOK Research as a “Best-in-State Wealth Advisor” in 2022, Ed offers tailored strategies to meet the needs of both new and established entrepreneurs. He holds the Certified Financial Planner™ designation from Georgetown University, reflecting his commitment to high ethical and professional standards, and a B.A. in Finance from Catholic University.
With a strong interest in fitness and health, Ed maintains an active lifestyle that complements his professional drive. He lives in Arlington, VA, with his wife, Lisa, and their daughters, Stella and Vivian.
Forbes Best-in State Wealth Advisor 2022 Source: Forbes.com (Awarded Jul 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
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