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Michelle Mabry

CFP®, AIF®
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“Michelle Mabry, Managing Partner and President of Client 1st Advisory Group, uses her two decades of experience and knowledge in the financial services industry to bring her clients peace of mind.”
Firm:

Client 1st Advisory Group

Job Title:

Managing Partner, President

Biography:

Michelle Mabry 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 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 has a BS in Economics and International Trade and Finance from Louisiana State University. 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.

Education:

BS, Economics, Louisiana State University

CRD Number:

1987030

All Articles
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September 2017
    Asset Allocation, Investing, Stocks
January 2017
    Alternative Investments, Retirement Savings, Investing, Retirement

All Answers
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    401(k), IRAs
What are the differences between a 401K and an IRA?
60% of people found this answer helpful

A 401(k) is an employer sponsored plan that you can make elective deferrals to up to $18,000 per year and a $6,000 catch up amount for those over 50 years of age. Employer plans typically provide some amount of matching contribution. You get to select from a menu of mutual funds or ETFs as outlined by your individual plan. An IRA is not tied to an employer and you can contribute up to $5,500 per year with a $1,000 catch up for those over age 50, if your income is below a certain amount and you are not covered by an employer plan. The benefit of an IRA is that your investment choices are much greater and almost unlimited. The costs of each does need to be considered and will vary depending on the investment selection.

January 2017
    Personal Finance, IRAs, Taxes
Will short term or long term holding minimize taxes on IRA gains?
40% of people found this answer helpful
November 2016
    Choosing an Advisor
Is a financial advisor required to have a degree?
29% of people found this answer helpful
November 2016
    Personal Finance
What happens to an old credit card after a balance transfer to a different card?
25% of people found this answer helpful
April 2017
    Financial Planning, Retirement, 401(k)
What should we do with our 401(k) once we reach retirement?
25% of people found this answer helpful
November 2016