Client 1st Advisory Group Employee Directory

Client 1st Advisory Group corporate office is located in 611 Druid Rd E Ste 707, Clearwater, Florida, 33756, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Client 1st Advisory Group CEO

Michelle MabryCo-Founder & Chief Executive Officer

Phone

See Profile

Key Employees of Client 1st Advisory Group

David Stieh
Partner & Chief Operating Officer
PhoneEmail
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Client 1st Advisory Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Client 1st Advisory Group

Hundreds of professionals searching for Client 1st Advisory Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MM
Morgan Mabry
Email Direct
Manager, Operations
United States , Florida , Clearwater

AM
Andrea Mears
Email Direct
Managing Partner
United States , Florida , Clearwater

Craig Phillips
Email Direct
Chief Executive Officer & Managing Partner
United States , Florida , Clearwater

David Stieh
Email Direct
Partner & Chief Operating Officer
United States , Florida , Clearwater

Michelle Mabry
Email Direct
Co-Founder & Chief Executive Officer
United States , Florida , Clearwater

PH
Paul Harris
Email Direct
Financial Advisor
United States , Florida , Clearwater

SB
Sharon Bastide
Email Direct
Financial Advisor
United States , Florida , Clearwater

JM
Jamie Mason
Email Direct
Wealth Advisor
United States , Florida , Clearwater

VM
Vicki Morgan
Email Direct
Office Manager
United States , Florida , Clearwater

PH
Pamela Hearn
Email Direct
Office Administrator
United States , Florida , Clearwater

Former Employees at Client 1st Advisory Group

Explore people who held key positions, contributed to Client 1st Advisory Group's success, and advanced their careers.

NM
Nathaniel Mabry
Supervisor, Quality En... at Lockheed Martin
Worked as Information Technology Support
at Client 1st Advisory Group (2017-2020)
Email Direct
WM
William Mikus
Managing Tax Partner at Forrest & Rubin
Worked as Managing Partner
at Client 1st Advisory Group (2014-2025)
Email Direct

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Frequently Asked Questions Regarding Client 1st Advisory Group Employees

How many employees does Client 1st Advisory Group have?

Client 1st Advisory Group has 1-10 employees

Who is the CEO of Client 1st Advisory Group?

Client 1st Advisory Group’s CEO is Michelle Mabry

Who are Client 1st Advisory Group key employees?

Some of Client 1st Advisory Group key employees are David Stieh

Where is Client 1st Advisory Group located?

Client 1st Advisory Group’s headquarters are located at 611 Druid Rd E Ste 707, Clearwater, Florida, 33756, United States

How do I contact Client 1st Advisory Group?

Client 1st Advisory Group Contact Info: Phone number: (727) 450-2301 Website: www.c1ag.com

What does Client 1st Advisory Group do?

Client 1st Advisory Group is a full-service financial planning and investment management firm that specializes in transition planning. They provide comprehensive advice in various financial areas, including retirement, estate, insurance, and investment strategies. Their target clients include women, business owners, retirees, and health professiona... Read More

Is Client 1st Advisory Group a public company?

Client 1st Advisory Group is private company therefore does not currently have an official ticker symbol

See more information about Client 1st Advisory Group Employees