Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
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®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – April 2026
May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...
Macroeconomic and Market Chat with Carlyle’s Jason Thomas
April 28, 2026
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...