JOANNE DALY cares deeply about her clients and their families. She is dedicated to helping them take control of their financial future. “I am passionate about helping others become financially empowered and make smart well-informed decisions about their money, especially women,” she says. Joanne’s clientele includes individuals, couples, doctors, small business owners, and professors, but many of her clients are women who have become responsible for their financial future after experiencing death of a loved one, divorce, or inheritance of significant wealth.
Joanne knows personally how important it is to be involved in your finances, since her mother became a widow at 45 and her sister went through a divorce after 25 years of marriage. Joanne saw firsthand the emotional and financial challenges they faced, which is why she requires that both spouses participate in their meetings. Joanne strives to ensure that if something happens to one of them, the other will be better prepared to handle their financial affairs on their own. “Of course, I will be there for them, to guide them and advocate for them,” she says, “helping them navigate through the overwhelming paperwork and helping them preserve their wealth so that they can live a comfortable lifestyle.”
As a result of Joanne’s personal experiences, she has truly made it her mission to help her clients become financially informed and engaged in their finances, to help ensure they make smart decisions about their money. “I am their wealth coach, helping them navigate through their financial journey,” Joanne says. “I essentially act as their personal CFO, helping them in many financial aspects of their life and working in collaboration with their attorneys and CPAs to create a holistic wealth plan that incorporates their personal values and goals. I provide customized financial and investment strategies to help them enhance and preserve their wealth so they can achieve what’s most important to them.” Through ongoing financial education, coaching, and planning, her clients feel confident in making informed financial decisions.
Joanne enjoys educating others through financial presentations to civic organizations and companies. She is a frequent guest speaker on various topics, including financial empowerment, wealth planning, and divorce. She has presented at Bryant’s Women Summit, South County Hospital, OLLI, URI Alumni Foundation, and The Rhode Island Society of CPAs, to name a few.
Though Joanne’s office is in Providence, she often meets with clients in their home, office, the firm’s Newport office, or via virtual meetings. Joanne has more than 25 years of financial services experience, was a former CPA Tax Manager for Ernst and Young, and earned an M.S. in taxation from Bryant University. Joanne has attained Morgan Stanley’s Family Wealth Advisor (FWA) designation, which is granted to those financial advisors who have successfully completed an extensive accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and preserve wealth across generations. She is also a Certified Divorce Financial Analyst®.
Outside of work, Joanne is an active volunteer, including being a member of: The Women’s Fund of RI board, Girl Scouts of Southeastern New England board, South County Health Foundation board (past Investment committee), Christ the King Parish Finance Committee, GFWC Women’s Club of South County, United Way’s Women United Executive Committee, RI Society of CPAs, and the Estate Planning Council of RI. Joanne lives in Narragansett with her husband and two daughters.
Providence • 863-8467, 800-488-1241 • email@example.com
*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. © 2021 Morgan Stanley Smith Barney LLC. Member SIPC. NMLS ID:1510426 CRC3446174 02/2021
No comments on this item Please log in to comment by clicking here