August 2020 | Page 101
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
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