DAVID AMBROSE, CFA, CFP®

Senior Financial Advisor

Associate Vice President - Investments

Address: 4355 TOWN CENTER BLVD, STE 110 , EL DORADO HILLS , CA 95762
Phone: 916-939-3090 Fax: 916-787-1174
Email: David.Ambrose@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Experience

2018 - 2022 : Merrill Lynch, Financial Advisor, Sr Portfolio Manager
2022 - Present : Wells Fargo Advisors, Senior Financial Advisor

My Education & Credentials

Bachelor of Science in International Economics - San Diego State University

My Areas of Focus

Advisory Services
Estate Planning Strategies
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AR, AZ, CA, FL, HI, ID, IL, NV, OR, SC, TX, WA, WI
Insurance licensed in the following states: CA (Lic. # 0M41366)
DAVID AMBROSE: Financial Advisor: Wells Fargo Clearing Services, LLC