FORWARD Women's Leadership Forum
March 18, 19 & 20, 2021
Ellen D. Shiery, CFP®
Merrill, Financial Advisor Portfolio Advisor
Working closely with individuals, families, businesses and organizations, Ellen focuses on helping clients pursue their goals—inspiring them make informed decisions through education, communication and service.
At first glance, those decisions might appear purely financial. But your nest egg isn’t just an account balance; it’s your vision for your future. Where do you want to live next? What if your daughter is admitted to a prestigious medical school? Can you turn that idea for an app into a viable business venture?
Ellen collaborates with you to develop a written financial strategy so you can accomplish your dreams–coordinating with your CPA and attorney to help ensure tax efficiency and estate plan accuracy.
Outside the office, Ellen’s passion for changing the trajectory of individual lives extends to community service work. She serves on the Board of Directors of Anne Arundel CASA Inc. (Court Appointed Special Advocates) for children in foster care, Junior League of Annapolis, and Impact100 of the Greater Chesapeake and is an active member of Severn Town Club, Anne Arundel Women Giving Together, Annapolis/Anne Arundel Financial Education Coalition and Anne Arundel Medical Center Foundation’s Building Traditions Society.
Ellen is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and received a Bachelor of Arts degree from Wesley College. In 2020, she’s celebrating her 12th anniversary with Merrill Lynch Wealth Management and 16th year in financial services.