Doug Ambrose provides strategic financial planning and wealth management advice to individuals, professionals, and business owners. Doug is a client centric advisor that has a deep understand each client’s unique goals and situation. Once he has gathered the appropriate information, Doug delivers a comprehensive financial plan with investment options customized to the risks and goals for each client. He believes in consistent communication with his clients, so he is assured the appropriate investments are in place and the financial plans are up to date. At minimum, he meets with clients face-to-face yearly, but will reach out to clients to review retirement plans and investments at least quarterly. He welcomes calls from clients whenever they need him for financial advice or guidance.
Prior to joining Cleveland Financial Group (Lincoln Financial Advisors), Doug was a VP Financial Advisor with Fidelity Investments for 11 years, and most recently Sr. Financial Consultant for TD Ameritrade for 8 years.
Doug earned a Bachelor of Family Financial management from The Ohio State University in 1999. Doug earned the CERTIFIED FINANCIAL PLANNER(TM) (CFP®) certification through The College for Financial Planning in 2007.
Doug enjoys donating his time to Junior Achievement and looks forward to the opportunity to work with the organization every year. Doug resides in Avon Lake with his wife Valerie and 3 children, Mason, Michael, and Ellie. Most of his time outside of the office is spent with his family. Family activities commonly involve either watching or playing sports, going to movies, taking family vacations, or simply enjoying each other’s company. Doug takes pride in coaching his boys in football and helping all 3 of his children develop skills to either be better athletes and people.
- Series 7 and 66 registrations
- CERTIFIED FINANCIAL PLANNER(TM) (CFP®) Practitioner certification
- Financial Planning Association (FPA®)