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
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