Joanne M. DalyFirst Vice President & Financial Advisor, Morgan Stanley
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Joanne is passionate about helping people become financially empowered and make smart decisions about their money, especially in this challenging economy. She works closely with her clients to help them plan for a secure and comfortable future. Joanne’s practice includes individuals, couples, professors, medical professionals and small business owners, but 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.
Joanne works with her clients, acting as their personal CFO, collaborating with her client’s lawyers and CPAs to create a holistic wealth plan, develop a financial lifestyle budget and provide customized strategies to help clients enhance, preserve and protect their wealth.
Joanne’s financial planning knowledge and background, with her more than twenty years of combined CPA and wealth planning experience, give her the ability to offer a boutique of wealth management services. Joanne is a former CPA and tax manager at Ernst and Young. She earned both her B.S. and an M. S. in taxation from Bryant University, and is a past recipient of the YWCA Women of Achievement Award for helping women plan for a secure financial future. Joanne is a frequent guest speaker on financial empowerment, divorce and wealth planning. She has presented at Bryant‘s Women Summit, South County Hospital and the General Federation of Women’s Clubs, to name a few. She has also appeared on Patricia Raskin’s “Positive Living” radio show.
Joanne Daly is a financial advisor with the Wealth Management division of Morgan Stanley in Providence. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC. Morgan Stanley Financial Advisor(s) engage Rhode Island Monthly to feature this profile. Joanne Daly may only transact business in states where she is registered. www.morganstanleyfa.com/joanne.daly. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Joanne Daly is not registered or excluded or exempt from registration.