Leading Ladies 2017

Joanne Daly

Morgan Stanley Wealth Management

Posted

“I am passionate about helping others become financially empowered and make smart decisions about their money, especially women ” says Joanne Daly, Financial Advisor and First Vice President at Morgan Stanley Wealth Management. Even though Joanne’s practice includes individuals, couples, professors, medical professionals and small business owners, many of Joanne’s clients are women who have become responsible for their financial future after experiencing divorce, death of a loved one or inheritance of significant wealth. In talking with Joanne it is easy to see how deeply this financial advisor cares about her clients; that’s because Joanne knows from personal experience how important it is to be knowledgeable about your finances and be in control of your financial future.

Joanne’s father was an accountant and controller of a large NYC company when he died unexpectedly at age 45. She saw firsthand the emotional and financial challenges her mother faced. That is why Joanne requires that both spouses participate in their wealth planning meetings with her. She 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. Joanne says, “Of course I will be there for them, to guide them and advocate for them, helping them navigate through the overwhelming paperwork and helping them preserve their wealth so that they can live a comfortable lifestyle.”

She also helped her sister as she was going through a divorce after over 20 years of marriage, collaborating with the divorce attorney and CPA to help ensure her sister could continue to live the lifestyle she envisioned.

As a result of Joanne’s personal experiences, she has made it her mission to help women, become financially empowered and informed, 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 my client’s personal CFO, working in collaboration with attorneys and CPAs to create a holistic wealth plan, develop a financial lifestyle budget and provide customized strategies to help them enhance, preserve and protect their wealth.”

Though Joanne’s office is in Providence, she meets with many clients in South County. Joanne’s financial planning knowledge and background, with her more than 25 years of combined CPA and wealth planning experience, give her the ability to offer a boutique of wealth management services to her clients. Joanne is a former CPA and Tax Manager for Ernst and Young and earned both her B.S. in business administration and an M. S. in taxation from Bryant University. Joanne has served as the President of the American Society of Women Accountants (RI Chapter), as a panelist for Senator Reed’s Financial Aid Workshop and as the Chair of the Financial Literacy and Planning committee for the Rhode Island Society of CPAs. Joanne is a frequent guest speaker on various topics, including financial empowerment, divorce and wealth planning. She has presented at Bryant University’s Women Summit, the American Society of Women Accountants, 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.

Outside of work, Joanne is an active volunteer in her community, including being a member of the: South County Hospital Investment Committee, GFWC Women’s Club of South County, Partnership in Philanthropic Planning of RI board, Estate Planning Council of RI and the Women’s Fund of Rhode Island development committee. Joanne lives in Narragansett with her husband and two daughters.

One Financial Plaza, 19th Floor, Providence | 863-8467 / 800-488-1241
MorganStanleyFA.com/Joanne.Daly

*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 Providence Media 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. NMLS ID: 1510426 CRC 1710203 2/17