Lifelong insight for entrepreneurs. Your business. Your future.

Private Wealth Management

Park Wealth Management Group

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.

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 Park Profile Photo

    Stephen Y. Park, CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IN
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    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX
    • UT
    • VA
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    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
    • Ed

      Edward J. Dahl, CFP, CDFA

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AL
      • AZ
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      • CO
      • DC
      • DE
      • FL
      • GA
      • ID
      • IN
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      • 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 PlannerTM 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 Dinning Profile Photo

      Courtney Waetjen Dinning

      Senior Wealth Strategy Associate

      Private Wealth Relationship Manager

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      • 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 Thompson Profile Photo

        Spenser P. Thompson, CFP

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • CO
        • DC
        • FL
        • MA
        • MD
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        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 Shavalay Profile Photo

          Kevin M. Shavalay, CFA

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IN
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          • 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

            Janet Kim

            Client Associate

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              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.

                Growth-stage services

                Pre-liquidity planning

                Post-exit strategies

                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