Meet the Team

Advocates for Our Clients & 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, FRC℠, CAS®

Founder and Financial Advisor

Cliff Ambrose

Cliff Ambrose, FRC℠, CAS®

Founder

Cliff Ambrose, the visionary behind Apex Wealth, serves as a wealth manager with an innate passion for steering individuals towards enriched financial independence. His journey began with a robust educational foundation in finance and economics, culminating in a degree that set the stage for his financial guidance career. With his start at Metlife, Cliff acquired valuable hands-on experience in the industry, complemented by securing his Series 6 and Series 63 licenses, and later, his Series 65 qualification.

Continually striving for professional growth, Cliff has attained certifications as a Federal Retirement Consultant FRC℠, and a Certified Annuity Specialist CAS®, reflecting his unwavering commitment to expanding his financial wisdom.

Cliff’s expertise is finely tuned to the needs of pre-retirees, retirees, and entrepreneurs, offering comprehensive planning that integrates wealth management, estate strategizing, income structuring, and meticulous portfolio development. His mission is singular: to empower members of his community to reach the apex of their wealth potential.

Beyond the financial realm, Cliff dedicates time to nurturing young talents as a football coach, indulges in his love for golf, and commits to charitable endeavors aiding those on the path to recovery. Family plays a central role in his life; with his wife, Allison, and their three children, Brielle, Myles, and Vivian, he relishes the idyllic tranquility of the Caribbean Islands, often escaping to its radiant shores and embracing its hospitable culture.

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)

Certified Annuity Specialist (CAS®)

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 III, CFS®, CIS™

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, Certified Funds Specialist (CFS®) designation, Certified Income Specialist (CIS™) designation, life insurance 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