Joanne Daly | Vice President & Financial Advisor, Daly Wealth Management UBS Financial ServiceS, Inc.* | One Citizens Plaza, Suite 900, Providence, RI 02903 | 401-455-6731 | firstname.lastname@example.org | ubs.com/fa/joannedaly |
Joanne is passionate about helping her clients gain greater control of their financial life by helping them plan for secure and comfortable financial future. Joanne’s clients include individuals, couples, small business owners and nonprofits, but 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.
“I believe strongly that both spouses, especially women, should be involved in their financial affairs and I require it of my clients. I know how difficult it can be when a spouse dies, seeing what my mother went through after my father died unexpectedly. I have also seen personally how challenging divorce can be, when years ago I helped my sister go through a very difficult divorce. Through these experiences I decided that I could truly make a difference in the lives of women by helping them become financially informed and empowered.”
Even though Joanne’s office is in Providence, being a Narragansett resident, she meets with many of her South County clients in their home or office. Joanne works in partnership with her clients, and is there when her clients need her, no matter what life brings their way. She provides personal financial coaching sessions, educational workshops and comprehensive personal financial plans which include incorporating a personalized investment strategy and her proactive wealth man- agement process.
Her financial planning knowledge and expertise with her more than 20 years of combined CPA and wealth planning experience gives her the ability to offer a boutique of wealth management services and resources exclusively to her clients. Joanne is a past recipient of the YWCA “Women of Achievement” Award for helping women achieve financial empowerment. She is the immediate past chair of the RI Society of CPAs Financial Planning and Literacy Committee and President of the GFWC Women’s Club of South County. She is a member of the Girl Scouts of RI Advisory Council for the Girl Leadership Experience Center, South County Hospital Professional Advisory Group, Leadership RI and the Providence Rotary Club. Joanne is also a frequent guest speaker for women’s groups, companies and civic organizations.
*As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please call Joanne Daly or visit her website. USB Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.