Richard Ellington, CDFA, CFP^® (Financial Professional)

Firm/BusinessName: Trilogy Financial Services, Inc. Address(es): 400 TradeCenter Suite 4850 Woburn MA 01801 USA Phone: (781) 933-6533 x2618 Fax: (781) 933-6833 Email: rich.ellington@trilogyfs.com Website: http://www.trilogyfs.com
Practice Group Membership Massachusetts Collaborative Law Council
Professional Activities No response provided.
Professional Licenses CFP - Certified Financial Planner CDFA - Certified Divorce Financial Analyst CEBS - Certified Employee Benefits Specialist AIF - Accredited Investment Fiduciary
General Comments Rich advises couples, families, individuals and businesses with prudent consultative financial planning. His mission is to provide innovative, practical, top-quality strategies and solutions that meet his clients’ financial needs. With access to attorney’s, tax planning experts, coaches and therapists, he is well equipped to work with clients of any net-worth who are going through the emotional, stressful and confusing process of divorce. Everyone’s needs and goals are different. Rich believes there is no cookie cutter divorce. What may make sense for one person may not make sense for another. Addressing the financial issues that come up during the divorce process is one of the ways Rich shows his value. He helps his clients make smart choices with their money and enjoys taking whatever time is needed to explain financial planning and investment concepts that his clients need when contemplating or proceeding with a divorce. Being a student of his profession, Rich is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a Certified Divorce Financial Analyst (CDFA), a Certified Employee Benefits Specialist (CEBS) and an Accredited Investment Fiduciary (AIF). He has instructed various courses at Suffolk University and Merrimack College for those professionals trying to obtain the Certified Financial Planner™ (CFP®) designation and the Certified Employee Benefits Specialist (CEBS) designation. Rich has 20 plus years’ experience working with employee benefits such as retirement plans and over 10 years working as a financial advisor. He has worked in various settings and has a good feel for how the industry works. Before becoming affiliated with Trilogy Financial Services, he worked at one of Commonwealth Financial Networks largest branch offices, owned his own financial planning practice through Investors Capital and started his career as a financial advisor working at Waddell & Reed. Securities and Advisory Services offered through NATIONAL PLANNING CORPORATION (NPC), Member FINRA, SIPC. NPC is a Registered Investment Adviser. Trilogy Financial Services, Inc. and NPC are separate and unrelated entities.
Areas of Practice Financial
Education Undergraduate Education No response provided. Professional Education No response provided.
Collaborative Practice Training Year Training Type Instructor Hours
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice. See IACP Standards > IACP does not verify the information provided by the professionals listed in this directory.