Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
February 17, 2026
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...
Stephen Dolan
Advisor
CFP®
As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning.
Stephen joined Moneta in 2020 because of the firm’s client-first culture. He brought nearly a decade of experience as a wealth advisor for Mariner Wealth Advisors and a financial advisor for Edward Jones, where he developed his expertise regarding investor behavioral coaching and explaining complex subjects in an easy to understand manner.
Stephen became a CERTIFIED FINANCIAL PLANNER® in 2016 and earned a B.S. Degree from Marquette University with a specialization in Finance. Away from work, Stephen enjoys staying active with hiking and tennis. He also loves to travel, watch documentaries, read and spend time with his family.
- CERTIFIED FINANCIAL PLANNER®
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