Craig Scott Phillips

Founder at Client 1st Advisory Group LLC

Finance

Consumer Services

Profile

Mr. Craig S.
Phillips is a President at Client 1st Advisory Group LLC.
He is also a founding partner of the firm he has over 30 years in the industry.
He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.
He received his undergraduate degree from Florida State University.

Craig Scott Phillips active positions

Companies	Position	Start
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.	Founder	2013-02-28

All active positions of Craig Scott Phillips

Former positions of Craig Scott Phillips

Companies	Position	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	-

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Training of Craig Scott Phillips

Florida State University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
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
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