Cliff Ambrose is the founder and a wealth manager at Apex Wealth. From a young age, Cliff has been drawn to educating and guiding others towards greater financial freedom. After graduating from college with a degree in finance and economics, he started his career at Metlife, where he gained practical industry experience and obtained his Series 6, Series 63 and later Series 65 license. Since then, Cliff has become certified as a federal retirement consultant, a member of the Million Dollar Round Table (MDRT), and is currently studying to become certified as a tax and annuity specialist.
Cliff specializes in working with pre-retirees, retirees, and business owners, offering holistic planning strategies that encompass wealth management, estate planning, income planning, and portfolio design. His goal is to help individuals in his community achieve their peak wealth potential.
Cliff is involved in coaching football, has a passion for golf, and actively participates in nonprofit organizations that support individuals in recovery. He and his wife, Allison, have three children—Brielle, Myles, and Vivian. When he’s not busy helping his clients secure a brighter financial future, Cliff and his family enjoy the relaxed lifestyle of the Bahamas and make every opportunity to visit its sunny beaches and welcoming people.
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https://apex-wealth.net/about-us/our-team