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James Ellis
Wealth Advisor

"Perception is reality. If you are perceived to be someting, you might as well be it because that is the truth in people's minds."

JAMES ELLIS

As the eldest in a large family, James has a natural tendency to look out for the best interests of others and to lead by example. From a young age he has understood that perception creates reality. Whether it be mediating a family conflict or keeping open lines of communication with his clients, James knows that it is important to present himself in the way that he wishes to be viewed. Today James follows this by helping to create and maintain relationships built on trust, honesty and transparency with both clients and Strategic Partners. One of James’ favorite quotes delineates the importance of maintaining these qualities in both his business and his personal life:

“Perception is reality. If you are perceived to be something, you might as well be it because that’s the truth in people’s minds.” — Steve Young

James graduated from The Peter T Paul School of Business and Economics at the University of New Hampshire with a degree in Business Administration: Marketing. Beginning his freshman year James had the unique opportunity to intern at a Broker/Dealer and gain insight into various areas of the industry. Upon Graduating James took a full time position in the firms Operation’s department where he gained valuable experience processing business and working with over 200 different advisors. James later joined Trilogy where he has been able to leverage his operational experience with the knowledge and guidance from his mentors, to provide the best experience possible for his clients. 

In his free time James enjoys spending time with his friends, his family and his golden retriever, Casey. He also enjoys boating into Boston Harbor and exploring the coastal regions of Massachusetts.

James' Client Relationships

James and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET JAMES' TEAM MEMBERS
TOM ELKINS, AIF® 
MANAGING VICE PRESIDENT

DALE SARPARD 
WEALTH ADVISOR 

MELISSA GALLANT
WEALTH ADVISOR 
CALL JAMES DIRECT AT
(781) 933-6533 ext. 2645
  Strategic Partners

ASK JAMES A QUESTION

 

 
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