Philip Ambrose

Certified Financial Planner @Rosenberg Alvis Ambrose Wealth Management

United StatesFinancial PlannerPortfolio ManagerInvestment OfficerFinanceBusiness OwnerCustomer Success ManagerSales & BizDev

Philip Ambrose is a Certified Financial Planner at Rosenberg Alvis Ambrose Wealth Management. He is responsible for providing financial planning services to clients, including investment advice, retirement planning, and estate planning. He uses his expertise in financial management to develop personalized financial plans that align with clients' long-term financial goals. His role also involves monitoring and adjusting financial plans as necessary to ensure they remain effective and relevant. Philip's strategic approach and commitment to client satisfaction have significantly contributed to the company's reputation for excellence in wealth management.

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Work Background

CERTIFIED FINANCIAL PLANNER™

Calton & Associates, Inc.CERTIFIED FINANCIAL PLANNER™

Aug. 2021Thomasville, Georgia, United StatesA certified financial planner (CFP) is an individual that has received a formal designation from the Certified Financial Planner Board of Standards, Inc. CFPs help individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.

Financial Advisor - Retirement Specialist - The Rosenburg Financial Group

Calton & Associates, Inc.Financial Advisor - Retirement Specialist - The Rosenburg Financial Group

May. 2019 - Jan. 2020Thomasville, GA

Financial Advisor

Calton & Associates, Inc.Financial Advisor

Apr. 2019Thomasville, GA

Certified Financial Planner

Rosenberg Alvis & Ambrose Wealth ManagmentCertified Financial Planner

Apr. 2019Thomasville, GA

Registered Representative

NYLIFE Securities LLCRegistered Representative

Jul. 2018 - Apr. 2019Thomasville, GA

Insurance Agent

New York Life Insurance CompanyInsurance Agent

Mar. 2018 - May. 2019Tallahassee, Florida Area

Group Insurance Consultant/ Producer

Big Oak Benefits GroupGroup Insurance Consultant/ Producer

Jul. 2015Thomasville, Ga

Rater/ Underwriter

Lockton AffinityRater/ Underwriter

Aug. 2014 - May. 2015Overland Park, KS

Assistant Manager

Moosejaw MountaineeringAssistant Manager

Aug. 2012 - Dec. 2014

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