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  1. Home
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  3. Ellen Shiery
Ellen Shiery's picture

Ellen Shiery

CFP
Country or state 
United States (Maryland)
Available to 
North America
City 
Annapolis
Fee 
Languages 
English
Volunteer
No
Timezone 
America/New_York

Personal Details

Bio

An active community leader, Ellen D. Shiery, CFP®️, CDFA®️ advocates for children in foster care, mental health initiatives and empowering women to change their financial trajectory—because nothing bad happens when women have more money!

Her financial planning practice, Murray, McGehrin & Shiery, was recognized by Forbes as a “Best-in-State Wealth Management Team” in 2023 and serves nonprofits, foundations, endowments and the philanthropically inclined families and individuals who support them. As a CERTIFIED FINANCIAL PLANNER™️ professional and Certified Divorce Financial Analyst®️ professional, Ellen specializes in building deep and meaningful relationships, particularly those going through significant transition such as divorce, career change or the sale of a business. In 2024, she celebrated 20 years in financial services.

Committed to financial literacy, she is a personal finance adjunct professor, a member of Annapolis/Anne Arundel Financial Education Coalition and has led workshops for returning citizens at Maryland Correctional Institute for Women and communities served by Anne Arundel County Partnership for Children, Youth & Families and the Housing Commission of Anne Arundel County.

Ellen has been recognized as one of Maryland’s Top 100 Women by The Daily Record, Emerging Philanthropist of the year by Community Foundation of Anne Arundel County and received the Corporate Commitment Award from Anne Arundel County CASA and Global Volunteer Award from Bank of America.

Degrees (1)
Communications
Wesley College
1996 to 2000

Presentations

Presentations (6)
Financial Wellness for Women

Women often face unique financial challenges and opportunities, particularly because they tend to live longer than men. Hear key considerations and strategies for women to weigh when planning their investments and financial goals, including Longevity and Planning, Smart Investing, Retirement Savings and Financial Independence.

Financial Fundamentals

Designed to help participants learn to budget, manage debt and set goals, this presentation offers tools for pursuing financial health.

Strengthening Your Financial House

Introduction to insurance options, the importance of beneficiaries, basics of wills and saving for emergencies.

Financial Wellness for Changing Times

Designed to help employees balance needs and goals during changing times by creating a spending plan to stay on track for their future financial goals.

Social Security

Exploring the basics of Social Security and strategies for maximizing benefits.

Health Care Costs in Retirement: A Closer Look at Medicare

Learn about health care costs, Medicare and long-term care.

Past talks (1)
Financial Wellness for Women
The Daily Record's Women's Leadership Summit
University of Maryland, Baltimore
October 22, 2024
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Expertise (18)

Financial services
Certified Financial Planner cfp Financial Wellness Financial Planning Retirement Planning Financial Wellness Consultant Behavioral Finance comprehensive financial planning Consumer Financial Education Empowering Financial Freedom Executive Financial Advisor Employee Wellness Financial Literacy Financial Literacy Education Medicare social security Psychology of money
Recommendations
Why choose me? 

CERTIFIED FINANCIAL PLANNER available for financial wellness seminars for employee education

Affiliations
Executive Alliance
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