We understand the challenges you face throughout life’s important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now. Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today’s economy and meet the wide range of your sophisticated needs.
Stephen Y. Park, CEPA®
Stephen brings nearly 25 years of experience as head of The Park Wealth Management Group. His work is nationally recognized:
- UBS Chairman’s Council, the top 2.5% of UBS advisors in the United States (2016)
- Panelist at the UBS Retirement Income Planning Forum (2013)
- Keynote speaker on retirement planning and stock options to corporate executives at AOL, Gannett and others (1999–Present)
Stephen is a distinguished member of the Chairman’s Council, a select group of UBS’s top 2.5% of Advisors. With his in-depth knowledge and thoughtful leadership, he provides comprehensive wealth management for all simple or complex situations. As a Wealth Advisor and Senior Portfolio Manager, he actively advises high net worth individuals, including attorneys, Fortune 1000 executives, business owners and pension funds. Client familiarity, ongoing communication and building trust compose the core of all of his family relationships. Stephen lives in Oakton, VA, with his wife, Kelly, and three children–Taylor, Drew and Landon.
AL, CA, CO, CT, DC, DE, FL, GA, ID, KS, KY, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA
Edward J. Dahl, CFP®, CDFA
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.
Recognized by Forbes® magazine and SHOOK research as a "Top Next-Generation Wealth Advisor" (2018,2019), Ed brings more than a decade of wealth planning and portfolio management experience to his work with his clients. He 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, KS, KY, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA
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.
DC, FL, MD, MO, NC, VA
Spenser joined The Park Wealth Management Group in 2016. Spenser focuses on providing the highest level of service to clients and works closely with the team to support financial planning efforts. He holds his series 7 and 66 licenses. Spenser graduated from Virginia Tech with a B.S. in Finance. He is originally from McLean, Virginia and currently resides in Arlington.
DC, FL, MD, MO, NC, VA
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.
AL, AZ, CA, CO, DC, FL, GA, HI, MD, MI, MS, NC, NJ, NY, TN, TX, VA
Yoojin joined The Park Wealth Management Group in 2020 as a Client Service Associate. Yoojin’s focus is to deliver the highest level of client service and works closely with the team to support their business development and marketing strategies.
Yoojin earned his B.B.A. degree with a concentration in Business Analytics from The George Washington University, where he was a member of the varsity men’s golf team and The NCAA Student-Athlete Advisory Committee. He grew up in Centreville, Virginia where he currently resides.