PBN 40 Under Forty Awards 2025
DANIEL LIMA | 34
Vice president, financial adviser and financial planning specialist, Morgan Stanley
What is the best advice you have ever received? Success is not final [and] failure is not fatal: It is the courage to continue that counts.
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Where do you see yourself in five years? I aim to be leading a team of financial professionals dedicated to providing innovative wealth management solutions to our clients. I also aspire to expand my community involvement, particularly in initiatives that promote financial literacy and inclusion.
What was your first job? A Teach For America corps member, teaching high school math in the Providence Public School District.
What moment changed your life more than any other? Becoming an Eagle Scout was a pivotal moment in my life. It instilled in me values of leadership, service and commitment, which continue to influence my personal and professional decisions.
What is your favorite Rhode Island food or drink? My favorite Rhode Island restaurant is Los Andes in Providence. It was the first place I ate at when I moved to Providence, and I always enjoy bringing friends and family there.
What is your favorite personal activity/pastime away from the office? I enjoy playing soccer. It’s a great way to stay active, unwind and meet new people.
