Dunedin, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client 1 St Advisory Group
Team
Firm-wide stats for Client 1 St Advisory Group
About
Client 1st Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to individuals, revocable grantor trusts, pension and profit-sharing plans, estates, charitable organizations and small businesses. The firm reports roughly $511 million in assets under management, seven advisors, and uses a “Consultative Client Management Program” that includes an Investment Plan and scheduled quarterly progress meetings.
Portfolios are customized from an Investment Plan that defines asset allocation across ETFs, mutual funds, stocks, bonds and a limited allocation to alternative investments; the firm describes passive, rebalance-oriented strategies (Conservative, Balanced, Growth, Aggressive Growth) and conducts quarterly account reviews. Client 1st provides discretionary management, uses third-party research tools, and offers held-away participant account management through a third‑party platform (Pontera) to review and rebalance defined-contribution accounts on behalf of clients.
What is comparatively distinctive is that Client 1st sponsors its own wrap fee program and acts as the portfolio manager for that program, and it discloses that some advisors are licensed insurance agents who may receive commissions on fixed insurance products. The brochure also notes support for third‑party money managers and inclusion of structured notes, commodities and managed futures among “alternative investments,” indicating the use of instruments and strategies (including derivatives exposure in separately managed accounts) and service capabilities that are less common among similar team firms.
Based on Client 1 St Advisory Group
Expertise
Based on Client 1 St Advisory Group
Location
963 Highland Avenue
Dunedin FL 34698
Advisors at this office
6
Advisors at this office
Sharon B
Series 63, Series 65
Dunedin, FL
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 M
CFP®, Series 63, Series 65
Dunedin, FL
Client 1 St Advisory Group
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 M
CFP®, Series 65
Dunedin, FL
Client 1 St Advisory Group
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 P
CFP®, Series 63
Dunedin, FL
Client 1 St Advisory Group
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.
David S
Series 63, Series 65
Dunedin, FL
Client 1 St Advisory Group
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 M
CFP®, Series 63, Series 65
Dunedin, FL
Client 1 St Advisory Group
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.
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