Faces 2025 | Page 5

SPECIAL PROMOTION

FACES of

Rhode

Island

★ 2025 ★

THE FACES OF

FINANCIAL ADVICE AND FAMILY WEALTH PLANNING

The Ayers Daly Group at Morgan Stanley

The Ayers Daly Group at Morgan Stanley is dedicated to helping their clients gain greater control of their financial life, make smarter decisions about their money and plan for a strong financial future. The group’ s practice includes individuals and small businesses. Many of Joanne’ s clients are women who have experienced divorce, death of a loved one or inheritance of significant wealth, while many of John and Brendan’ s clients are successful small businesses that they have helped as they’ ve grown and / or planned their transition / exit strategy. John, Joanne and Brendan care deeply about their clients and their families and act as their client’ s personal CFO, collaborating with their lawyers and CPAs to create a holistic wealth plan that incorporates their personal values and goals. They provide 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 their office is in Providence, they meet with many clients in their homes, office or via virtual meetings. The team has over fifty years of wealth planning experience and both John and Joanne are former CPAs. They volunteer with the Narragansett Lions Club, Providence College, the RI Society of CPAs, South County Habitat, United Way and the Wakefield Rotary, to name a few.

From left: Brendan M. McIsaac, CFP ®, Financial Advisor, Portfolio Manager; Joanne M. Daly, CDFA ®, Family Wealth Advisor, Financial Advisor, Senior Vice President; John C. Ayers, CFP ®, CIMA ®, CEPA ®, Financial Advisor, Senior Vice President

One Financial Plaza, 19th Floor, Providence, 401-863-8419, advisor. morganstanley. com / the-ayers-daly-group

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. CFP Board owns the marks CFP ®, CERTIFIED FINANCIAL PLANNER™, and CFP ®( with plaque design) in the U. S. Years of experience: Daly 20, Ayers 25 and McIsaac 6.