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Michelle Mabry

AIF®, CFP®, FPA
Client 1st Advisory Group
Hattiesburg, Mississippi
Plan Wisely - Invest Confidently - Enjoy Life

Meet Michelle

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Introduction - Michelle Mabry
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Financial Planning vs Investment Management - Michelle Mabry
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Being a Fiduciary - Michelle Mabry
Video Transcripts

Michelle Mabry is President and Managing Partner of Client 1st Advisory Group. She holds the CFP® certification and is an Accredited Investment Fiduciary®. She has been working with clients to help them achieve their financial goals and dreams since 1989. She also works with retirement plan sponsors writing their investment policy statements and performing due diligence on their plans to make sure they are compliant with ERISA regulations. Michelle has…

Michelle Mabry is President and Managing Partner of Client 1st Advisory Group. She holds the CFP® certification and is an Accredited Investment Fiduciary®. She has been working with clients to help them achieve their financial goals and dreams since 1989. She also works with retirement plan sponsors writing their investment policy statements and performing due diligence on their plans to make sure they are compliant with ERISA regulations. Michelle has a BS in Economics and International Trade and Finance from Louisiana State University. She spent 19 years at Ameriprise as a financial advisor and during her time with Ameriprise, she was on the President’s Advisory Council, and served on several boards, which helped influence the direction of the company’s independent franchises. In 2008, she founded Wealth Management Consultants, an independent investment advisory firm which later merged to become part of Client 1st Advisory Group.

Michelle is a frequent national speaker on investments topics and has authored several articles which have been picked up by cnbc.com and Fox News, she has also contributed to the Wall St. Journal. She is on the Board of Directors for the Greater Pinebelt Community Foundation and serves on the Investment Committee which directs the investments for all their endowment funds. She also served as a board member for the Mississippi Council on Economic Education and is the Finance Committee Chair, St. Fabian Catholic Church.

Michelle lives in Hattiesburg with her husband, Tom and their five children. She is an active member of St. Fabian Catholic Church and in her spare time enjoys running and travel.


My Articles:

Investment Strategies for Your Retirement Accounts


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Based on % of assets
Flat Fee

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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