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Eve Ellis
Eve Ellis, CFP®, CIMA®
Financial Advisor
450 Lexington Avenue
40th Floor
New York, NY 10017
tel: 212-692-2388
toll free: 800-627-0608
fax: 212-692-2990
Email Me
Welcome Associations Education Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Executive Committee, Board Member, Komen for the Cure NYC
  • Board Member, Maccabi USA
  • Investment Committee, Ms. Foundation for Women
  • Philanthropy Committee, 100 Women in Hedge Funds
  • Investment Committee, Congregation Rodeph Sholom
  • Investment Committee, The Jewish Women's Archive
  • Advisory Committee, Galeforce Capital
  • Advisory Committee, Katie At The Bat
  • Principal For A Day
Education and Licensing
  • BA, 1980
    Yale University
  • Chartered Advisor in Philanthropy
  • Certified Investment Management AnalystSM
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Advisor
  • Series 7, 31 & 66 Licensed
  • Life, Long Term Care Insurance Licensed
Business Experience
  • 2008 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Certified Investment Management AnalystSM
    New York, NY
  • 2002 - 2008: Merrill Lynch Global Private Client Group
  • 1996 - 2002: President, Aladdin Communications, LLC
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Endowments and Foundations
  • Alternative Investments
  • Philanthropic Services
  • Long Term Care Insurance
  • Investment Policy Statements
  • LGBT Planning Services
  • Life Insurance
Bulletin Board
  • Consulting Group can help institutions with investment policy, investment strategy, selecting investment managers and performance monitoring and policy compliance.
  • Risk management strategies for individuals, couples and domestic partners...time for a review.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
Eve Ellis is licensed in the following state(s): CA, CO, CT, DC, DE, FL, IL, MD, NJ, NY, PA, TX, VA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Charitable Giving at a Glance (pdf)
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