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Ellen Meyerson - CRPC

Ellen Meyerson - CRPC

Introduce yourself to our audience. Tell us who you are and what you are currently focused on.

I am a problem solver for individuals, families and small business 401k's. My passion is to assist women in transition. This is where I found myself 33 yrs. ago. Separated, then divorced, no savings, 2 children, 1 a HS senior, the other a college freshman. Totally, illiterate financially. Transitioning to a small apartment from a huge home and wonderful Northshore lifestyle was shocking, scary. The good news is I was accepted to the Merrill Lynch training program. They were looking for women with sales experience. This was a monumental task with a long learning curve. So my goal is to demystify the swamp, bring clarity and peace of mind to each person. I don't want anyone to have to go through a similar upheaval.

Tell us about your favorite Ellevate Network memory or success story. Why are you a member?

My favorite Ellevate memory is not limited to just one experience. I have been blown away by the high caliber of professionals encountered thru Squads, Round Tables, Happy Hours and a multitude of self help seminars. Zoom was a true blessing to connect with so many talented women in the US & abroard. during the Pandemic.

How would you define your professional mission?

My professional mission is always to guide Women in transition to navigate the journey.

What qualities does it take for someone to be successful in your line of work?

Most important is to be a good listener. Empathy to let women know I really understand your fears and pain. By establishing trust first is key. No one can hear an elaborate financial plan, before they know how much you care.

What is one of your most memorable career accomplishments?

Getting a $20,000,000 transferred in, after working with a client's small inherited trust account for many years. She was unhappy with her current male broker. Mentioned several times she would love me to have all the families accounts. They were in Va. I was in NY. Coincidently, I visiting my cousins in DC, The appointment went well. The accounts were transferred. The husband gave the wife total control to run all the finances. I am happy to report her confidence in financial matters soared.

What are some career challenges on your radar?

Looking to interest more women to become financial advisors. we are still very underrepresented. Women have so many positive traits to be successful. Yes, there is a big learning curve, but well worth it.

We’d love to hear more about your career path. What led you to where you are today?

My career path waited until Wall Street was ready to hire women for their training program. in 1970, I was offered a position as a sales assistant, with the option of taking classes at night for the Series 7. I remained at Abraham and Straus on the Executive/ Buyer tract for 5 years, got married and did not work for 15 years.

What is the most rewarding part of your job?

To attain self satisfaction by successfully assisting others is a precious opportunity.

What legacy do you hope to leave through your work?

To know I made a difference to achieve a better quality of life. For some people it is peace of mind to know they will not run out of money. For others, it may be funding a charity or helping their grandchildren with college.

What is it about your job that makes you feel it’s the right fit for you?

I love the combination of the mental challenge and my passion for navigating a journey together.

What does success look like to you?

To have a happy client refer their best friend.

What is the best career advice you ever received?

Focus on what I can control and put the rest on a back burner. Be accountable to my business plan. And work with people I like.

Have more questions? Follow up with the expert herself.