Meet the Team

Serving As Advocates for Our Clients and Their Families

Crew Team | Paramount Financial Solutions | Beverly MA

As a Team, We Rely On the Strength of Community

At Apex Wealth, we believe in taking collaborative action to help you achieve your goals and attain financial wellness. We embrace a team mentality among our internal team members, with our clients, and with our strategic alliances. We’ve always felt that genuine connections based on integrity are key to making progress personally, professionally and as a society. Our mission as a firm is to make a lasting difference in your life through such relationships.

We are a driven, tenacious and passionate group. Our clients entrust us to serve on their behalf, and we commit our time, talents and resources to do so. Want to get to know us better? Explore our bios below.

Cliff Ambrose

Founder and Financial Advisor

Cliff Ambrose

Cliff Ambrose, FRC

Founder

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.

Education and Previous Work Experience:

Worked as Independent Financial Planner from 2008-Present “Apex Wealth”

Recruiting Director National Life Group 2019-2022

Owner of “Partners Career Solutions”- Expert Recruiting/Consulting Firm 2016-2019

Worked as Financial Planner from 2004-2008 with MetLife and New England Financial

Designations, Registrations, and Licenses:

Kiplinger Magazine - Published Author

Federal Retirement Consultant (FRC)

Life and Fixed Annuity License

Investment Advisor Representative (IAR)

Series 65 License

403b Certified

LTC Certified

MDRT Level Producer - Various Years

Presidents Club Producer - Various Years

Michael Hills

Financial Advisor

Michael Hills grew up near Bristol, Connecticut, where he witnessed the impact of financial literacy and wealth management on the quality of life in his community. His experiences inspired him to pursue a career that would allow him to build meaningful relationships with the people he served. As a result, he enrolled in Gordon College as a business major. During his studies, he discovered his talent for numbers, financial planning, and connecting with clients, which led him to pursue a double major in business and finance.

After graduating, Michael joined Apex Wealth as an intern and began his training to become a financial advisor. He swiftly obtained his series-65 license and became a permanent member of the Apex Wealth team. Michael now serves as a trusted source of clarity for clients navigating the complexities of finance and retirement.

Outside of work, Michael is passionate about golfing and was previously the captain of his college team. He spends his free time exploring different golf courses across the United States and enjoying moments by the water with his fiancé, Haley. The couple is planning to marry in June 2024.

(860) 218-0407

michael@apex-wealth.net

Casey Crowley

Director of Events

With 13 years experience of sales and marketing, I am a results driven and detail oriented individual, skilled at analyzing opportunities. I love communicating with potential clients and completing financial statements. Here to help you with a seamless transition with becoming a successful client.

Contact Info - (978) 767-0781

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Kayla Brancaleone

Relationship Manager

Kayla Brancaleone

Relationship Partner

Email: Kaylabranx13@gmail.com

Phone: 978-879-3019

As the Relationship Manager, I thrive on supporting clients and helping them find solutions to their problems. I work directly with clients to prepare paperwork, applications, and documents to ensure their business is processed quickly and efficiently. In addition, I perform daily administrative duties for the firm’s CEO and assist with marketing and recruiting activities by identifying possible contacts for potential business. Speaking with clients, understanding their needs, and executing the help they are seeking is a rewarding experience. I am excited to continue this role in supporting a company I am passionate about.

When I am not in the office, you will find me enjoying family time with my fiancé and his ten-year old daughter. As a Boston Sports fan, I enjoy attending Red Sox, Celtics, Bruins, and Patriots game when I can.

Education, designations, registrations & licenses:

B.S. in Criminal Justice - Salem State University

Notary Public - Commonwealth of MA