Tom Ambrose

Current

Financial Advisor at Ameriprise Financial Services, Inc.

Past

President CEO at Ambrose Wealth Managment
President at The Wealth Planning Network

Education

Salisbury University – Perdue School of Business

May 2010 – Present (1 year 8 months)

Joined Ameriprise as a financial advisor recently with the objective to develop new professional wealth and financial planning teams and clients focusing on and catering to the affluent families within the Delaware, Pennsylvania, and New Jersey area. Tom has for over 30 yrs provided comprehensive wealth and investment planning advice to his existing clients whom consist of affluent and highly compensated business owners, executives, professionals, retirees and their families and friends. It’s my job as their “financial architect and advocate ” to help them build, manage and protect their wealth while saving them TIME, MONEY and TAXES. Few advisors have the experience of true wealth planning that incorporates coordinating, implementing, facilitating and managing clients plans .

President CEO
Ambrose Wealth Managment
1978 – May 2010(32 years)

Provided comprehensive wealth and investment planning advice to affluent and highly compensated business owners, executive, professionals ,retirees and there families and friends.

President
The Wealth Planning Network
2006 – 2009 (3 years)

Created the Network in 2006 for financial, legal and tax prefessionals to help coordinate and facilitate the “best practices” of wealth planning. By using time tested, successful wealth planning techniques, strategies and expertise accessable using a propriatory state of the art “web based” planning and education center as a platform for the advisors and their clients.