CLIENT FIRST ADVISORS,INC. of CLEARWATER, FL is an SEC-registered investment adviser (CRD 113085). Regulatory assets under management: $140.7M.
| Name | Role | Location |
|---|---|---|
| PHILLIPS CRAIG SCOTT | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| HEIL CYNTHIA PAYNE | VICE PRESIDENT | — |
| MORGAN VICKI | CHIEF COMPLIANCE OFFICER | — |
| STIEH DAVID GEORGE | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| MABRY MICHELLE LAIS | PRESIDENT | — |