SPECIAL ADVERTISING SECTION
Outstanding Women
JOANNE M. DALY, CDFA ®
Senior Vice President, Family Wealth Advisor, Certified Divorce Financial Analyst ® / Financial Advisor
Ayers Daly Group at Morgan Stanley
Joanne is dedicated to helping her clients gain greater control of their financial life, make smarter decisions about their money and plan for a confident 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 so they can achieve what’ s most important to them.
Ayers Daly Group at Morgan Stanley One Financial Plaza, 19th Floor Providence, RI 02903 401-863-8467 • joanne. daly @ morganstanley. com Advisor. MorganStanley. com / Joanne. Daly linkedin. com / in / joannedaly
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 home, 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 RI Society of CPAs, Girl Scouts, United Way, Wakefield Rotary, GFWC Women’ s Club of South County and Narragansett Lions Club, to name a few. Joanne is also a frequent guest speaker on various financial topics for companies, colleges, hospitals and civic organizations, including URI OLLI( Osher Lifelong Learning Institute) and the Bryant’ s Women’ s Summit.
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Many of Joanne’ s 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.
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* 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. © 2026 Morgan Stanley Smith Barney LLC. Member SIPC. NMLS ID: 1510426 CRC5153865 01 / 2026
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