Faces of Rhode Island Faces 2020 - Page 9

Joanne M . Daly , CDFA ® ★ 2020 ★
, First Vice President Financial Advisor , Family Wealth Advisor , Morgan Stanley

SPECIAL PROMOTION

THE FACE OF

FINANCIAL ADVICE AND FAMILY WEALTH PLANNING

Joanne M . Daly , CDFA ® ★ 2020 ★

, First Vice President Financial Advisor , Family Wealth Advisor , Morgan Stanley

FACES of
Rhode
Island
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 . 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 homes , 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 Girl Scouts , United Way , Women ’ s Fund of RI , GFWC Women ’ s Club of South County and South County Health , to name a few .
One Financial Plaza , 19th Floor , Providence , 401-863-8467 , https :// advisor . morganstanley . com / joanne . daly
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 their field . NMLS # 1510426 . © 2020 Morgan Stanley Smith Barney LLC . Member SIPC . CRC3292651 11 / 20