Rhode Island Monthly Enterprising Women 2015 : Page 11

SPE CIAL AD VER TISING SE CTION enterprising women 2015 Joanne M. Daly Daly Wealth Management First Vice President/Financial Advisor UBS Financial Services Inc.* Joanne is passionate about helping her clients gain greater control of their financial life. Many of her clients are women who have solely become responsible for their financial future after experiencing divorce, widowhood or inheritance of significant wealth. Joanne works in partnership with her clients, acting as their personal CFO, to help them become financially empowered and make smart decisions about their money. She works in collaboration with her client’s accountant and attorneys to create a holistic financial plan and provide strategies to help her clients enhance and preserve their wealth. Joanne’s financial planning knowledge and expertise with her more than twenty years of combined CPA and wealth planning experience gives her the exceptional ability to offer a boutique of wealth management services. Joanne is a past recipient of the YWCA Women of Achievement Award for helping women manage their financial future and is a frequent guest speaker on financial empowerment. Joanne lives in Narragansett and is an active volunteer in South County and Providence. Contact Joanne to learn more or to request a complimentary consultation. 500 Exchange St., Ste. 1210, Providence, RI 02903 phone: 401-455-6731 or 800-333-6303 ext. 6731 fax: 855-870-7984 email: joanne.daly@ubs.com web: ubs.com/fa/joannedaly *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 me or visit my website. USB Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. Renee Welchman Realtor/CPA/Mega Agent Owner Welchman Real Estate Group | Keller Williams Realty Newport Renee Welchman, owner of Welchman Real Estate Group was recognized as the #3 Team in New England at Keller Williams Realty in 2014. As the owner of Welchman Real Estate Group in Little Compton, Renee has a diverse team of agents, with intimate insight into the luxury real estate market. Representing the most desirable coastal villages of Rhode Island and Southeastern Massachusetts, her team thrives on a collaborative approach employing a unique blend of progressive technology, innovation and old-fashioned work ethic. Renee is not only a dedicated professional, but someone who engages with people and makes the business of real estate effortless for her clients. Mega Agent Office 18 Commons, Little Compton, RI 02837 cell: 401-649-1915 office: 401-635-0252 Bianca Alicea Owner Chubby Chico Charms In 2005 Alana and Bianca Alicea founded Chubby Chico Charms with a $500 investment and a relentless spirit. They turned their home office into a small studio space and customers went wild for their charm designs! Within a few short years they went from home office to a full-scale production facility that spans 5,500 square feet (including a boutique) and twenty-five employees. Their website contains their full inventory which features more than 8,000 styles. They’re also a member of the Chamber of Commerce, and Bianca was awarded the Small Business Administration Young Entrepreneur of the Year Award in 2014. They have donated more than $100,000 to local schools and their fundraising program has designed custom charms for the American Foundation for Suicide Prevention, the Special Olympics, Girl Scouts of America and they look forward to working with many more. 339 Woonasquatucket Ave., North Providence, RI 02911 phone: 800-704-6991 email: Bianca@ChubbyChicoCharms.com web: ChubbyChicoCharms.com RHODE ISLAND MONTHLY l FOCUS ON BUSINESS 2015 111

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