Lifelong insight for entrepreneurs. Your business. Your future.

Private Wealth Management

When it comes to helping our sophisticated clients—technology entrepreneurs, government contractors, founders and senior executives—pursue their most important business goals, our team focuses on providing strategic solutions—for start-up, expansion and exit to liquidity management post-sale. But as an experienced UBS Private Wealth Management team, Park Wealth Management Group has the resources and deep bench of talent to navigate financial complexity no matter what challenges you face—professional or personal.

Whether you are looking to manage current assets, raise capital, sell an existing business or create a tax-efficient estate planning strategy, our well-honed wealth management process enables us to bring clarity, discipline and innovation to your decision-making. We’re insightful about what you need, passionate about what we do and committed to helping you create the right financial plan for your company, your family and the future you are building.

Connect with us

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Stephen Y. Park, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
With 25 years of experience, Stephen leads the Park Private Wealth Management Group at UBS. As a Managing Director and Private Wealth Advisor, he has client relationships with Ultra-High Net Worth individuals, founders/business owners, family offices, and executives. With his in-depth knowledge, experience and thought leadership, he provides holistic private wealth management strategies. Stephen holds the Certified Exit Planning Advisor designation, allowing him to help businesses look at value acceleration, owner readiness, business de-risking, tax-advantaged strategies for an eventual liquidity event or exit strategy.

Outside of UBS, Stephen enjoys golf, traveling and reading. Stephen lives in Oakton, VA, with his wife, Kelly, and their three children Taylor, Drew, and Landon.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Senior Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Edward J. Dahl, CFP, CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IN
- KS
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
An affinity to working with numbers and a desire to help individuals and families achieve financial freedom are what led Edward 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 Park Wealth Management Group’s financial planning discipline. He specializes in helping business owners with pre-liquidity 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.

Ed earned the Certified Financial Planner^TM designation from Georgetown University, which is given only to those who meet rigorous ethical and professional requirements. He also maintains credentials as a Certified Divorce Financial Analyst^®

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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Catholic University, B.A. Finance
- Private Wealth Advisor
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Courtney Waetjen Dinning

Senior Wealth Strategy Associate

Private Wealth Relationship Manager
View bio
- DC
- FL
- MD
- MO
- NC
- VA
Courtney heads the client service experience arm of The Park Wealth Management 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, banking 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.
- James Madison University, B.B.A.
- Private Wealth Relationship Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Spenser P. Thompson, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- CO
- DC
- FL
- MA
- MD
- MO
- NC
- OH
- TX
- VA
- WA
Spenser joined The Park Wealth Management Group in 2015. Being 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 bring comfort to individuals and families. As a Financial Advisor, Spenser focuses on customizing financial plans and tailoring solutions for complex client needs through creative problem-solving. In addition, Spenser conducts client portfolio reviews, leads financial plan reviews, and is a product specialist for annuities, alternative investments, and liabilities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and series 7 and 66 securities licenses.

Spenser graduated from Virginia Tech with a B.S. in Finance and received his CERTIFIED FINANCIAL PLANNER™ designation from Wake Forest University. He is originally from McLean, Virginia and currently resides with his wife, Tori and dog, Lenny in Alexandria.
- Virginia Tech, B.S. Finance
- CERTIFIED FINANCIAL PLANNER™
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Kevin M. Shavalay, CFA

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IN
- KS
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
Kevin joined The Park Wealth Management Group in 2020 as a Financial Advisor. 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, Virginia and resides in Arlington.
- University of Mary Washington, B.S. Business Administration, Minor in Economics
- Chartered Financial Analyst®
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Janet Kim

Client Associate
View bio
Janet joined The Park Wealth Management 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.
- Client Associate
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

Stephen Y. Park, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
With 25 years of experience, Stephen leads the Park Private Wealth Management Group at UBS. As a Managing Director and Private Wealth Advisor, he has client relationships with Ultra-High Net Worth individuals, founders/business owners, family offices, and executives. With his in-depth knowledge, experience and thought leadership, he provides holistic private wealth management strategies. Stephen holds the Certified Exit Planning Advisor designation, allowing him to help businesses look at value acceleration, owner readiness, business de-risking, tax-advantaged strategies for an eventual liquidity event or exit strategy.

Outside of UBS, Stephen enjoys golf, traveling and reading. Stephen lives in Oakton, VA, with his wife, Kelly, and their three children Taylor, Drew, and Landon.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Senior Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Edward J. Dahl, CFP, CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IN
- KS
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
An affinity to working with numbers and a desire to help individuals and families achieve financial freedom are what led Edward 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 Park Wealth Management Group’s financial planning discipline. He specializes in helping business owners with pre-liquidity 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.

Ed earned the Certified Financial Planner^TM designation from Georgetown University, which is given only to those who meet rigorous ethical and professional requirements. He also maintains credentials as a Certified Divorce Financial Analyst^®

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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Catholic University, B.A. Finance
- Private Wealth Advisor
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Courtney Waetjen Dinning

Senior Wealth Strategy Associate

Private Wealth Relationship Manager
View bio
- DC
- FL
- MD
- MO
- NC
- VA
Courtney heads the client service experience arm of The Park Wealth Management 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, banking 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.
- James Madison University, B.B.A.
- Private Wealth Relationship Manager
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Spenser P. Thompson, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- CO
- DC
- FL
- MA
- MD
- MO
- NC
- OH
- TX
- VA
- WA
Spenser joined The Park Wealth Management Group in 2015. Being 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 bring comfort to individuals and families. As a Financial Advisor, Spenser focuses on customizing financial plans and tailoring solutions for complex client needs through creative problem-solving. In addition, Spenser conducts client portfolio reviews, leads financial plan reviews, and is a product specialist for annuities, alternative investments, and liabilities. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and series 7 and 66 securities licenses.

Spenser graduated from Virginia Tech with a B.S. in Finance and received his CERTIFIED FINANCIAL PLANNER™ designation from Wake Forest University. He is originally from McLean, Virginia and currently resides with his wife, Tori and dog, Lenny in Alexandria.
- Virginia Tech, B.S. Finance
- CERTIFIED FINANCIAL PLANNER™
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Kevin M. Shavalay, CFA

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IN
- KS
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- WA
Kevin joined The Park Wealth Management Group in 2020 as a Financial Advisor. 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, Virginia and resides in Arlington.
- University of Mary Washington, B.S. Business Administration, Minor in Economics
- Chartered Financial Analyst®
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
Janet Kim

Client Associate
View bio
Janet joined The Park Wealth Management 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.
- Client Associate
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102

Launch. Monetize. Exit your business.

The value of our early collaboration

We believe our advice and resources provide greater value to you when we can connect early on—and plan for your needs well before any transaction. Contact us today to begin that conversation.

Request a complimentary informal business evaluation

Talk to Stephen Park, Certified Exit Planning Advisor^®

Talk to Edward Dahl, CFP^® for a post-sale assessment

Managing complexity. Pursuing innovation.

UBS Private Wealth Management

Many of our technology entrepreneur, government contractor, executive and business owner clients have complex circumstances that require innovative, bespoke solutions for pursuing their goals . Our Private Wealth Management status gives us priority access to the deep global capabilities, expertise and support across all of UBS. Backed by those resources, we provide you with the forward thinking and custom recommendations you need. With a process that is comprehensive and a service commitment that is attentive to every detail, we look well beyond your investment needs—we look at each area of your financial life.

Portfolio structuring and management

Customized, risk-managed portfolios
Tax-efficient investing
Alternative investment strategies

Advanced planning and estate planning strategies

Family wealth transfer
Estate tax minimization
Tax and legal structures such as trusts and philanthropic vehicles
Asset replacement solutions such as insurance

Family Advisory and Philanthropy Services

Inheritance and legacy planning
Next-generation financial education
Strategic family philanthropy
Charitable gifting
Family and private foundations

Investment banking

UBS Boutique Investment Banking Network
Presale advisory teams
M&A advisory relationships

UBS/CIO wealth management research

Global thought leadership and market insight
Strategic and tactical asset allocation guidance

Insurance and risk management

Life insurance review
Long-term care insurance review
Health insurance analysis

Liquidity management

Concentrated and restricted stock management
Qualified small business stock optimization
Early exercise options analysis

Business banking and lending services

Mortgage solutions
Real estate financing
Securities backend lending
Asset-based financing

Retirement solutions

Income planning
Pension and Social Security analysis
401(k) and company benefit plan analysis

Growth-stage services

From the launch of your business, the right solutions can help accelerate enterprise value. Our team can provide access to the resources you need to help maximize the value of your company. We work extensively with technology-based companies and government contractors.

Know your business

Business valuations
Introductions to UBS network of attorneys and CPAs
Anatomy of a start-up

Grow your business

Capital raising with a banker through equity or debt

Manage business risk

Corporate cash management
401(k) and company stock plans
Buy-sell agreements and golden handcuffs

Pre-liquidity planning

All businesses transition eventually. But pre-liquidity planning can improve the success of your transition. We will help you clarify selling requirements, valuation expectations and strategic goals. We can then set up an appropriate exit strategy up to five years in advance to cover your family, finances and business.

Family goals

Gift optimization for tax-efficient transfers
Family meetings to discuss financial stewardship
Next-gen financial education programs

Financial goals

Tax planning with your CPA
Estate planning strategies for highly appreciated assets

Business goals

Networking to build your team of advisors in M&A and investment banking
Exit options analysis—IPO, outright sale, ESOP, recapitalization or transition to the next generation
“Go to market timeline” planning, advice and support

Post-exit strategies

Transitioning from business owner to wealth holder also requires planning and financial advice to help move confidently forward. Our team can help you organize your financial life so that you and your family can enjoy all you’ve accomplished.

Maintain your lifestyle

Cash flow from portfolio income to replace business income
Banking services
Insurance and risk management
Life insurance review
Long-term care insurance review
Health insurance analysis

Liquidity management

Concentrated and restricted stock management
Qualified small business stock optimization
Early exercise options analysis

Business banking and lending services

Mortgage solutions
Real estate financing
Securities backend lending
Asset-based financing

Preserve your wealth

Health insurance assessment with an outside agent
Life insurance review
Long-term care insurance

Plan your legacy

Family advisory, legacy planning
Philanthropy through donor-advised funds and private foundations
UBS-exclusive events

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Lifelong insight for entrepreneurs. Your business. Your future.

Pursuing your goals together

Stephen Y. Park, CEPA

Edward J. Dahl, CFP, CDFA

Courtney Waetjen Dinning

Spenser P. Thompson, CFP

Kevin M. Shavalay, CFA

Janet Kim