Client 1 St Advisory Group

Sharon Bastide is an advisor at Client 1st Advisory Group in Dunedin, FL, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Client 1st Advisory Group since 2018. Her prior experience includes roles at Diversified Investment Advisors and Diversified Investors Securities Corp. Client 1st Advisory Group is a SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning, using a consultative approach with customized investment plans and quarterly reviews.

Jamie Mason is a CFP® with nine years of industry experience, currently serving as a financial advisor at Client 1st Advisory Group. Prior to joining the firm, Mason held positions at ARS Wealth Advisors Group, Raymond James Financial Services, Waller & Wax Advisors, Snyder Financial Group, and Mercer Global Advisors. Client 1st Advisory Group is an SEC-registered firm providing personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach through customized Investment Plans and quarterly progress meetings.

Morgan Mabry is a CFP® with nine years of industry experience currently serving at Client 1st Advisory Group, where he has worked since 2013. He holds a Series 65 license and is based in Dunedin, Florida. Morgan is part of a seven-advisor team at the firm. Client 1st Advisory Group is a SEC-registered advisory firm managing approximately $511 million in assets. The firm offers personalized portfolio management, financial planning, and retirement consulting to a diverse client base, using a consultative approach and customized investment plans that include a range of asset classes and alternative investments.

Craig Phillips is a CFP® with 25 years of experience in the financial industry. He is a managing partner at Client 1 St Advisory Group and has been involved with Client First Advisors, Inc. since 1997. Phillips also serves as a trustee of the Nucci Irrevocable Trust. Client 1 St Advisory Group is an SEC-registered firm that offers personalized portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, estates, charitable organizations, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach with customized investment plans and regular progress reviews.

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.

David Stieh is an advisor at Client 1 St Advisory Group in Dunedin, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Client 1st Advisors since 2006. Client 1 St Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to a diverse range of clients, including individuals, trusts, pension plans, and small businesses. The firm manages approximately $511 million in assets and employs a consultative approach combining customized investment plans and quarterly reviews.

Michelle Mabry is a CFP® with 37 years of experience in the financial services industry. She has been with Client 1st Advisory Group since 2013 and previously worked at Commonwealth Financial Network and Ameriprise. Mabry serves on the board of the Pinebelt Community Foundation. Client 1st Advisory Group is an SEC-registered firm serving individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. The firm offers personalized portfolio management and financial planning using a consultative approach with customized investment plans and quarterly reviews.