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Philip A
CFP®, Series 63, Series 65
Thomasville, GA
Calton & Associates, Inc.
Philip Ambrose is a CFP® professional with seven years of experience in financial advisory. He is currently with Calton & Associates, Inc., where he has worked since 2019. Prior to that, he held roles at NYLIFE Securities, LLC, New York Life Insurance Co., Big Oak Benefits Group, and Silvis, Ambrose, Lindquist, and Coch PC. Ambrose is also involved in managing employee benefit programs and operates Ambrose Financial Group, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options across multiple program structures and combines commission-based product sales with asset-under-management fees.
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