Clientfirst Wealth Management
1501 North University Avenue, Suite 210
Little Rock, AR 72207
Phone: 800-600-8416
Fax: 501-603-0405
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Clientfirst has been selected as One of The Ten Most Dependable™ Wealth Managers of the Southeast U.S. by Goldline Research. As seen in the September 29th , 2008 issue of Forbes Magazine.
Portfolio Manager Profile:
Edward P. Mahaffy, CFP®, ChFC
Professional Designations
Certified Financial Planner™
Chartered Financial Consultant
Published Articles
Barron's, August 2005
Work Experience
2007 to present
Principal, Portfolio Manager, Clientfirst Wealth Management, LLC.
2001 - 2007
Portfolio Manager, Branch Manager, Raymond James Financial Services, Inc.
1995-2001
Vice President, Portfolio Manager, Financial Adviser, Merrill Lynch
1984-1995
Fixed-Income Portfolio Manager, Financial Adviser, Stephens, Inc.
Education
1982
MBA, University of Arkansas
1981
BSBA, The Citadel