Rhode Island Monthly April 2020 | Page 99

SPECIAL ADVERTISING SECTION outstanding WOMEN Joanne M. Daly, CDFA® First Vice President/FamilyWealth Advisor Certified Divorce Financial Analyst ® Financial Advisor Morgan Stanley J OANNE 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, professors, doctors 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 acts as her clients’ 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. One Financial Plaza, 19th Floor Providence, RI 02903 401.863.8467/800.488.1241 [email protected] 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 is a Certified Divorce Financial Analyst® with more than twenty five years of combined wealth planning and prior CPA experience and earned her M.S. in taxation from Bryant University. Joanne is a frequent guest speaker on various financial topics for companies, colleges, hospitals and civic organizations. 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. ” *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 CRC2963204 03/2020 RHODE ISLAND MONTHLY l APRIL 2020 97