Joanne M . Daly , CDFA ® First Vice President / Family Wealth Advisor Certified Divorce Financial Analyst ® / Financial Advisor Morgan Stanley
Joanne is dedicated to helping her clients gain
greater control of their financial life , make smarter decisions about their money and plan for a secure and comfortable financial future . Joanne ’ s practice includes individuals , couples , doctors , professors and businesses , but many of her clients are women who have become solely responsible for their financial future after experiencing divorce , death of a loved one or inheritance of significant wealth .
Joanne cares deeply about her clients and their families and acts as their personal CFO , collaborating with their lawyers and CPAs to create a holistic wealth plan that incorporates their personal values and goals . She provides tailored portfolio strategies and financial solutions to help clients enhance and preserve their wealth so they can achieve what ’ s most important to them .
One Financial Plaza , 19th Floor Providence , RI 02903 401.863.8467 / 800.488.1241 joanne . daly @ morganstanley . com Advisor . MorganStanley . com / Joanne . Daly http :// www . linkedin . com / in / joannedaly
Through ongoing financial education , coaching and planning , her clients can feel confident in making informed financial decisions . Joanne lives in Narragansett , and though her office is in Providence , she meets with many clients in their home , office or via virtual meetings . Joanne is a Certified Divorce Financial Analyst ® and Family Wealth Advisor with more than twenty-five years of combined wealth planning and prior CPA experience . She is also an active volunteer with RI Society of CPAs , Girl Scouts , United Way , Women ’ s Fund of RI , GFWC Women ’ s Club and South County Health ( hospital ), to name a few . Joanne is also a frequent guest speaker on various financial topics for companies , colleges , hospitals and civic organizations .
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Many of Joanne ’ s clients are women who have become solely responsible for their financial future after experiencing divorce , death of a loved one or inheritance of significant wealth .
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* Morgan Stanley and its Financial Advisors do not provide tax advice . Individuals should seek advice based on their particular circumstances from an independent tax advisor . The use of the CDFA ® designation does not permit the rendering of legal advice by Morgan Stanley or its financial advisors which may only be done by a licensed attorney . The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field . © 2021 Morgan Stanley Smith Barney LLC . Member SIPC . NMLS ID : 1510426 CRC3446937 02 / 2021
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