Andrea Mears

Andrea Mears Email and Phone Number

Managing Partner Client 1st Advisory Group, LLC @ Client 1st Advisory Group
clearwater, florida, united states
Andrea Mears's Location
Vero Beach, Florida, United States, United States
Andrea Mears's Contact Details

Andrea Mears personal email

n/a
About Andrea Mears

Andrea is a managing partner at Client 1st Advisory Group, LLC. Her CDR number 2843116. * 1996 – present: Series 65, Retired National Association of Securities Dealers licensed Series * She has passed five classes in the Certified Financial Planner series with The American College. * Served on the board(s) of The IRC FAIA | Florida Assoc of Insurance Agents; Vice-president of the Garden Club of IRC; President of the Planned Giving Council of IRC, and President of Alzheimer/Parkinson Association of IRC.*Member Impact 100 Vero Beach, FLIn our core values we believe in investing smarter, safer and better on a solid financial platform based on your individual goals. As an independent advisor, our sole allegiance is to our client. We are proud to operate in this fiduciary role free from conflicts of interest so we can always provide objective analysis and recommendations.The partners of Client 1st Advisory Group are Craig Phillips, Michelle Mabry, Dave Stieh and Andrea Mears. Together we bring a strong, synergistic wealth of leadership and experience to the table. We take great pride in giving you financial peace of mind by being readily available with a knowledgeable, proactive approach.At Client 1st Advisory Group, we believe our name says it all. We always have, and always will hold our clients’ best interest as our number one priority.Our quality service is based on a foundation of well-grounded skill sets, including estate planning,insurance, and wealth management, in addition to state-of-the-art technology and systems. But to that foundation, we add a component of ourselves, our personalities, and the goal of helping you do the the best you can for yourself financially.Please visit our website at www. c1ag.com

Andrea Mears's Current Company Details
Client 1st Advisory Group

Client 1St Advisory Group

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Managing Partner Client 1st Advisory Group, LLC
clearwater, florida, united states
Website:
c1ag.com
Employees:
7
Andrea Mears Work Experience Details
  • Client 1St Advisory Group
    Managing Partner
    Client 1St Advisory Group Oct 2014 - Present
    Vero Beach, Florida
    Independent Registered Investment Advisory firm
  • Capital Investment Advisors, Inc.
    Principal, Capital Investment Advisors, Inc.
    Capital Investment Advisors, Inc. 2005 - 2015
    Vero Beach, Florida
    Independent Registered Investment Advisor
  • Usa Direct
    Principal
    Usa Direct Nov 1991 - May 1994
    1991 - 1994 I spent three years on the incredible island of St. Barths in the French West Indies. USA Direct was an import/export company selling hotel and restaurant supplies. As principal owner, I arranged for the purchase, shipment and distribution of American and French products to businesses on the island. C'est la vie :)

Andrea Mears Skills

Registered Investment Advisor Securities Retirement Wealth Management Fixed Annuities Insurance Finance Investments Strategic Financial Planning Investment Strategies Stocks Management Alternative Investments Institutional Investments Estate Tax Planning Investment Advisory Services Financial Goals Etfs Wealth Management Services

Andrea Mears Education Details

  • Bauder Fashion College
    Bauder Fashion College
    Fashion/Advertising
  • Saddle Brook High
    Saddle Brook High

Frequently Asked Questions about Andrea Mears

What company does Andrea Mears work for?

Andrea Mears works for Client 1st Advisory Group

What is Andrea Mears's role at the current company?

Andrea Mears's current role is Managing Partner Client 1st Advisory Group, LLC.

What is Andrea Mears's email address?

Andrea Mears's email address is an****@****nds.com

What schools did Andrea Mears attend?

Andrea Mears attended Bauder Fashion College, Saddle Brook High.

What are some of Andrea Mears's interests?

Andrea Mears has interest in Foodies, See 1+see Less, Botanical Gardens, Sculpture Gardens, Nutrition, Tactical Money Management, Photography, Virtual Reality, Animal Advocacy, Technical Analysis.

What skills is Andrea Mears known for?

Andrea Mears has skills like Registered Investment Advisor, Securities, Retirement, Wealth Management, Fixed Annuities, Insurance, Finance, Investments, Strategic Financial Planning, Investment Strategies, Stocks, Management.

Who are Andrea Mears's colleagues?

Andrea Mears's colleagues are Morgan Mabry, Cfp®, Pamela Hearn, Sharon Bastide.

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