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Paul H

Series 63, Series 66

Hattiesburg, MS

Client 1 St Advisory Group

Paul Harris is a financial advisor with Client 1 St Advisory Group in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes long tenures at Regions Bank and Cetera, as well as Hancock Whitney Bank. Client 1 St Advisory Group is a SEC-registered advisory firm serving individuals, trusts, pension plans, estates, and small businesses with personalized portfolio management, financial planning, and retirement consulting. The firm manages approximately $511 million in assets, employs a consultative approach with customized investment plans, and sponsors its own wrap fee program.

Retirement income strategy Business succession planning Wealth management Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Executive
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