Jay Ambrose - Private Wealth Management Consultant

Mr. Ambrose has more than 30 years of experience in the financial advisory and  services industry.  Mr. Ambrose works with high net worth families ,closely held business owners and small institutions and their advisors to develop and implement appropriate wealth planning and tax efficient strategies.  His particular emphasis  is  asset and liability protection through the use of Trusts , and entities while managing investable  assets using local, reginal and nationally recognized experienced portfolio managers using Domestic and International Equity,  Fixed Income and Alternative Investment strategies. Mr. Ambrose previously managed a well known and respected specialized Private Banking Division in Philadelphia also focusing on wealth preservation and asset and liability protection strategies.  Mr. Ambrose’s distinguished managerial background helps drive a strong team approach and ethically based client-centered practice benefiting the affluent client and their family.

He earned a B.A. in Economics from Catholic University of America and an MBA in Finance from Southern Illinois University.  Mr. Ambrose has been active in community work and currently is associated with the Delaware Guidance Services and other local charities.

Mr. Ambrose and his family reside in Greenville, Delaware.

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Peter Blok, Financial Advisor of Ambrose Wealth           Management.                                                                         

Responsible for client wealth plan design, acquisition, and retention, Pete is also strongly focused on the development and enhancement of our Wealth Planning Network of professionals. Pete entered the financial services industry in 1998, working for major asset management and trust service firms such as SEI Investments and Dunham & Associates. Pete has been with Ambrose Wealth Management since early 2006. Pete stands on the Membership Committee for the Chester County Chamber of Business & Industry, the Executive Committee for the Leukemia & Lymphoma Society, and is the Vice President of the Chadds Ford chapter of LeTip International .

Cynthia Ericson, Director of Member & Services

Cynthia is responsible for developing and coordinating new business development and strategic planning programs for the members of the Wealth Planning Network whom understand the importance of client relationships and strategic alliance planning.  Her 25 years of experience in marketing, product and services development and creating strategic alliances for business owners, professionals and public companies in the financial services industry brings results.  Cynthia has the unique talent of identifying the challenges and needs that face business owners and professionals today in retaining and more importantly acquiring new clients. 

Cynthia graduated from Widener University with a Bachelor of Arts in 1984. For the past 25 years she has worked for such as Core States Bank, AIG and Continental American Life.  Cynthia has received awards during that time for outstanding strategic marketing and planning.  She is a Rotarian and hosts a weekly radio show on WCHE called “This Week in Business” and “This Week in Service”.

Angie Derle - Client Service and Operations Manager                                                

Nancy Davidson – Corporate Finance Manager and Administrative Assistant.

Nancy has been a member of the Ambrose Wealth Management Team for over 7 years.  Nancy plays an important role in supporting Tom Ambrose in financial and administrative aspects Ambrose Wealth Management and Wealth Planning Network.

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