Banking and Wealth Management - Page 9

SPONSORED CONTENT Wealth & Legacy / Wealth Management

FINANCIAL ADVICE AND FAMILY WEALTH PLANNING
230 WORDS joanne . daly @ morganstanley . com
JOANNE M . DALY , CDFA ®
Senior Vice President / Family Wealth Advisor Certified Divorce Financial Analyst ® / Financial Advisor
One Financial Plaza , 19th Floor Providence , RI 02903
401-863-8467 Advisor . MorganStanley . com / Joanne . Daly http :// www . linkedin . com / in / joannedaly
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 .
Joanne knows personally how important it is to be involved in your finances , since her mother became a widow at 45 and her sister went through a divorce after 25 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 and preserve 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 .
She has more than 25 years of combined wealth planning and prior CPA experience , as well as a master ’ s in taxation from Bryant . She is on the board of United Way of RI , Girls Scouts and South County Health Foundation , as well as an active volunteer with GFWC Women ’ s Club of South County , Christ the King Parish , Wakefield Rotary and RI Society of CPAs . Joanne enjoys educating others through financial presentations and is a frequent guest speaker to civic organizations and companies .
* 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 . © 2022 Morgan Stanley Smith Barney LLC . Member SIPC . NMLS ID : 1510426 CRC4796372 06 / 2022
RHODE ISLAND MONTHLY l AUGUST 2022 131