Ellen Meyerson, CFM, CRPC, is dedicated to providing clients with an individually tailored investment approach. Her commitment and passion is evident in the work she does assisting her clients with investment, tax, estate and wealth transfer planning strategies. Drawing on her broad experience from 30 years in the field, Ellen develops personalized strategic solutions to address the complex needs of high net worth individuals and households.
Ellen creates customized investment strategies that are designed to help meet her clients’ expectations and long term goals. Her goal is to help clients balance risk so they can enjoy consistent returns while limiting the volatility that can make investing an anxious experience. She works closely with her clients’ other advisors, including attorneys and accountants, to ensure their total wealth management needs are being met.
Ellen graduated from Ohio State University with a Bachelor of Science degree. She is a Chartered Retirement Planning Counselor and also earned her Certified Financial Manager designation at Merrill Lynch. A Long Island native, Ellen is an active member of the community residing at North Shore Towers.