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SPECIAL PROMOTIONAL SECTION Wealth & Legacy/Wealth Manager FINANCIAL ADVICE AND FAMILY WEALTH PLANNING Joanne cares deeply about her clients and has made it her mission to help her clients gain greater control of their financial life, make smart well-informed decisions about their money and plan for a secure financial future. Joanne’s practice includes individuals, couples, doctors, professors and business owners, 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. 230 WORDS JOANNE M. DALY, CDFA® First Vice President / Family Wealth Advisor Certified Divorce Financial Analyst ® /Financial Advisor One Financial Plaza, 19th Floor Providence, RI 02903 401-863-8467 800-488-1241 [email protected] Advisor.MorganStanley.com/Joanne.Daly http://www.linkedin.com/in/joannedaly Joanne knows personally how important it is to be involved in your finances, since her mother became a widow at forty-five and her sister went through a divorce after twenty-five years of marriage. Joanne saw firsthand the emotional and financial challenges they faced, which is why she strives to ensure that if something happens to one spouse, the other will be better prepared to handle their financial affairs. Joanne acts as her clients’ financial coach and 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, preserve and protect their wealth so they can achieve what’s most important to them. Though Joanne’s office is in Providence, she often meets with clients in their home, office or the firm’s Newport office. She also meets with clients through video conferencing. Joanne has more than twenty five years of combined wealth planning and prior CPA experience. She is on the board of the Women’s Fund of RI, Girls Scouts, RI Elder Info and GFWC Women’s Club of South County, as well as an active volunteer with Christ the King Parish, United Way, Leadership RI, South County Hospital and RI Society of CPAs. *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. © 2020 Morgan Stanley Smith Barney LLC. Member SIPC. NMLS ID:1510426 CRC3123758 06/2020 RHODE ISLAND MONTHLY l AUGUST 2020 99