and Family Wealth Planning
Joanne M. Daly, CDFA ®
First Vice President/Financial Advisor, Family Wealth Advisor, Morgan Stanley
Joanne is committed to helping her clients gain greater control of their financial life, make smart decisions about their money and plan for a secure financial future. Joanne’s practice includes individuals, couples, professors, doctors and businesses, 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 cares deeply about her clients and their families and acts as their personal CFO, collaborating with their lawyers, mediators 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. Through ongoing financial education, coaching and planning, her clients can feel confident in making informed financial decisions. Joanne is a Certified Divorce Financial Analyst® and Family Wealth Advisor with more than twenty-five years of combined wealth planning and prior CPA experience.
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. ©2018 Morgan Stanley Smith Barney LLC. Member SIPC. CRC2294057 10/18