Craig Scott Phillips
Founder at Client 1st Advisory Group LLC
Craig Scott Phillips active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | President | 31/12/2021 | - |
| Founder | 28/02/2013 | - | |
| Chief Executive Officer | 28/02/2013 | 31/12/2021 |
Career history of Craig Scott Phillips
Former positions of Craig Scott Phillips
| Companies | Position | Start | End |
|---|---|---|---|
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - | - |
Training of Craig Scott Phillips
| Florida State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
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