Andrea Mears Email & Phone Number

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

Listed skills include Registered Investment Advisor, Securities, Retirement, Wealth Management, and 15 others.