Client 1st Advisory Group

Sharon Bastide is a financial advisor at Client 1st Advisory Group in Dunedin, FL, with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Diversified Investment Advisors and Diversified Investors Securities Corp. prior to joining her current firm. Client 1st Advisory Group provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm employs a consultative process to develop written investment plans and manages portfolios using a diversified range of securities and alternative investments, often with discretionary trading authority.

Jamie Mason is a CFP® professional with eight years of experience in financial advising. He is currently with Client 1st Advisory Group and has previously worked at firms including ARS Wealth Advisors Group, Raymond James Financial Services, and Mercer Global Advisors. Client 1st Advisory Group offers personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm uses a consultative approach to develop written Investment Plans and manages diversified portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Morgan Mabry is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Client 1st Advisory Group since 2013. The firm provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. Client 1st Advisory Group employs a consultative client management process to develop written investment plans, custom asset allocations, and conducts quarterly reviews, managing portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Craig Phillips is a CFP® with 24 years of industry experience, currently serving at Client 1st Advisory Group in Dunedin, FL. He has worked with Client First Advisors, Inc. since 1997. Phillips is also a trustee of an irrevocable trust. Client 1st Advisory Group provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm employs a consultative process to develop investment plans and typically manages portfolios with discretionary trading authority, utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Paul Harris is a financial advisor at Client 1st Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Advisers, Hancock Whitney Bank, and Regions Bank. Client 1st Advisory Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm uses a consultative process to develop investment plans and manages portfolios with a range of securities and alternative investments, often with discretionary trading authority.

David Stieh is an advisor and COO at Client 1st Advisory Group in Dunedin, FL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Client 1st Advisors since 2006. Client 1st Advisory Group serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a consultative process to develop customized investment plans and manages portfolios with a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Michelle Mabry is a CFP® professional with 36 years of industry experience, currently serving at Client 1st Advisory Group since 2013. She holds Series 63 and Series 65 licenses and is based in Dunedin, FL. Outside of her advisory role, Mabry is a board member of the Pinebelt Community Foundation and is involved in managing a family-related real estate holding company. Client 1st Advisory Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a consultative process to create customized investment plans and manages portfolios using a diverse range of securities and alternative investments, including ETFs, mutual funds, REITs, and structured notes.