Michelle Lais Mabry
Algemeen Directeur bij Client 1st Advisory Group LLC
Profiel
Ms. Michelle L.
Mabry is a Chief Executive Officer at Client 1st Advisory Group LLC.
Ms. Mabry was previously employed as a President & Chief Executive Officer by Wealth Management Consultants, Inc. and a Senior Financial Advisor by Ameriprise Financial Services, Inc. She began her career at what is now Ameriprise in 1989.
There she realized how much she enjoyed the planning process and helping clients visualize and reach their goals.
She received her undergraduate degree from Louisiana State University.
Actieve functies van Michelle Lais Mabry
| Bedrijven | Functie | Begin |
|---|---|---|
Client 1st Advisory Group LLC
 Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Algemeen Directeur | 01-01-2022 |
Eerdere bekende functies van Michelle Lais Mabry
| Bedrijven | Functie | Einde |
|---|---|---|
Wealth Management Consultants, Inc.
 Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO. | Corporate Officer/Principal | 01-12-2012 |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 01-03-2008 |
Opleiding van Michelle Lais Mabry
| Louisiana State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
Wealth Management Consultants, Inc.
Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO. | Finance |
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
