Eve E. Ellis

Eve E. Ellis Secretary
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Eve E. Ellis Eve Ellis is a Certified Financial Planner and a Chartered Advisor in Philanthropy at Smith Barney, where she works with philanthropic families and nonprofit organizations. Eve holds a B.A. in American Studies from Yale University and the financial service industry's Certified Investment Management Analyst designation. She joined the Komen Board in 2003. Other charities and institutions in which she is involved include Friends' Central School in Philadelphia, Yale University, and Maccabi USA (Board Member); she is a member of the Investment Committee of the Ms. Foundation for Women. Eve's family has been touched by breast cancer.

Eve E. Ellis Secretary
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Eve E. Ellis Eve Ellis is a Certified Financial Planner and a Chartered Advisor in Philanthropy at Smith Barney, where she works with philanthropic families and nonprofit organizations. Eve holds a B.A. in American Studies from Yale University and the financial service industry's Certified Investment Management Analyst designation. She joined the Komen Board in 2003. Other charities and institutions in which she is involved include Friends' Central School in Philadelphia, Yale University, and Maccabi USA (Board Member); she is a member of the Investment Committee of the Ms. Foundation for Women. Eve's family has been touched by breast cancer.

The event was hosted by CBS 2's Maurice Dubois and speakers included award-winning actress and writer Lynn Redgrave, Susan G. Komen for the Cure President & CEO Hala Moddelmog, Komen Greater NYC Executive Director Donna Lawrence, Komen Greater NYC Board member Eve Ellis.

Adviser Eve Ellis proposed the dancing to be individual or with timed pair or group moves.

Eve Ellis, a senior financial adviser at Merrill Lynch & Co.Inc. in New York, works with several such philanthropic foundations.They include New Dramatists, a New York group that supports aspiring playwrights, and Metropolitan Community Churches, an ecumenical worldwide church group that promotes tolerance and inclusion.

"I help them manage and grow the endowments and the planned-giving assets," Ms. Ellis said."Increasing planned giving means talking to potential donors."

Having been a professional tennis player and a coach for many years, she sees her role as another way to be an educator.

"After 9/11, I wanted to do something that would be more important in people's lives - make a difference," Ms. Ellis said."An estate-

planning course really interested me, and it led to my working with philanthropies."

After four years in the business, Ms. Ellis has a practice that is closing in on $100 million in assets under management.

She uses a combination of "contacts, referrals, new networking and old networking" to build her business.Ms. Ellis describes old networking as maintaining contact with existing clients and acquaintances, and getting to know them better.

In addition, those who influence boards - attorneys, bankers and accountants - may be able to make referrals.Another option is to join and become active, but this approach works best if you have a real commitment to the cause.

Serving on a board can add to your credibility.Ms. Ellis sits on the boards of the greater New York City affiliate of Susan G. Komen for the Cure, a Dallas breast cancer organization, as well as Maccabi USA/Sports for Israel in Philadelphia, which organizes a U.S. team to compete at the World Maccabiah Games in Israel every four years.

"I don't manage their assets, because it would not be appropriate, but being a board member helps in getting business," Ms. Ellis said.

While working with philanthropies offers personal and professional rewards, it also has its challenges.

"It's not a quick business," Ms. Ellis said.
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"Small groups may think they can function as individual investors, that they don't need to be sophisticated, but this is not the case," Ms. Ellis said.

She also pointed out that personality issues can get in the way.

"A strong leader may not let others participate, and it can be hard getting people to be open to a second opinion and receptive to change.There is often inertia on a board," Ms. Ellis said.

Ms. Ellis, who is about to receive her certified investment management analyst designation, is already a certified financial planner and a chartered adviser in philanthropy.

"CAP helped me to further understand what board members do and what I can do to help them," she said.Ms. Ellis also finds that Merrill Lynch's Center for Philanthropy and its trust company are useful resources.

Eve Ellis, CFP, CIMA, Financial Advisor, Smith Barney Eve is one of fewer than 200 Chartered Advisors in Philanthropy in the nation, offering investment advisory services to nonprofit organizations and endowments, as well as to philanthropic families. A former professional tennis player, Eve is a Board Member of Maccabi USA/Sports for Israel.

Eve Ellis and Jonathan Herzog Want to Secure Your Future
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Out Professionals presents Estate, Financial and Legal Planning for LGBT Singles and Couples, with Merrill Lynch Wealth Management Advisor Eve Ellis CFP, and Jonathan C. Herzog, Esq., an attorney helping individuals and couples establish their legal relationships and standing.

Eve E. Ellis

Our Merrill Lynch contact is Eve Ellis, a Certified Financial Planner, who can advise you on your long-term care needs.
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Please click here to have Eve Ellis, our Merrill Lynch Certified Financial Planner, contact you.