• Firm: Client 1st Advisory Group
  • Job Title: Managing Partner/President
  • Certifications: CFP® and AIF®

Experience

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 of St. Fabian Catholic Church.

Education

Michelle received her BS in economics and international trade and finance from Louisiana State University.

Quote from Michelle Mabry

“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.”