Joanne Daly is passionate about helping smart, affluent women and their families gain greater control of their financial life. Many of Joanne’s clients are women who have become responsible for their financial future after experiencing divorce, death of a spouse or inheritance of significant wealth. Joanne works in partnership with her clients to help them become financially empowered and secure in their financial future. She helps her clients take control of their financial life through personal financial coaching sessions, educational workshops and developing their personal financial lifestyle plan. Each plan incorporates a personalized investment strategy and Joanne’s proactive wealth management process. Joanne’s financial planning knowledge and expertise with more than 15 years of combined CPA and wealth planning experience gives her the exceptional ability to offer a boutique of wealth management services and resources exclusively to her clients.
Joanne is chair of the Financial Planning Committee of the RI Society of CPAs and is a past recipient of the YWCA Women of Achievement Award for helping women become financially empowered. Joanne lives in South Kingstown and volunteers on the South County Hospital Professional Advisory Group committee and is an active member of the GFWC Women’s Club of South County. Contact Joanne for a complimentary consultation or to attend a seminar.
Serving All of South County • 401-455-6731