Compass Financial Partners | Marsh McLennan Agency
Compass Financial Partners | Marsh McLennan Agency

Compass Financial Partners | Marsh McLennan Agency Information

Contact top employees from Compass Financial Partners | Marsh Mc...

Summary

Compass Financial Partners | Marsh McLennan Agency has been in the industry for 24 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 26. To connect with Compass Financial Partners | Marsh McLennan Agency employee register on SignalHire.

Organization Website

compassfp.com

Phone Number

336-510-1550

Industries

Headquarters Location

3903 N. Elm Street, Greensboro, NC, 27455 US

Employees Size

10-50 employees

Specialties

Retirement Plan Consulting, Executive Benefits, Investment Advisory Services, Business Financial Planning, Individual Financial Planning, Estate & Charitable Gifts

Founded

2002

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Compass Financial Partners | Marsh McLennan Agency shows a diverse range of experience levels:
4% have been with the company for less than 1 year12% for 1–2 years8% for 3–4 years12% for 5–7 years12% for 8–10 years54% have over 11 years of service at Compass Financial Partners | Marsh McLennan Agency
Ex-employees positions
In Company
In New Company
Contact top employees from Compass Financial Partners | Marsh Mc...
Amanda Stephens
Director, Retirement Plan Consulting
View
Jennifer Kauffman
Associate Director, Financial Wellness
View
Anthony Carter
Director, Financial Wellness
View
Cody Lewallen
Associate Director, Financial Consulting
View
George Hoyle
Managing Partner
View
Donna Jenkins
Investment Advisor Representative
View
Cara Justus
Associate Director, Client Service
View
Adrienne Robinson
Director, Financial Wellness
View
Matthew Telfer
Associate Director Relationship Management
View
Ashley Cluley
Associate Director, Investment Consulting
View
Brendan Van Egeren
Private Wealth Advisor & Director of Investment Operations
View
Winfred Boyce CFP CPFA NkS MBA
Associate Director Relationship Management
View
Ashley Cluley
Director, Investment Consulting
View
Jessica Curry
Senior Client Service Manager
View
Jeremy Borders
Director, Relationship Management
View
Katy Albers
Director, Institutional Retirement Plan Consulting
View
Sharon Elwonger
Office Administrator
View
Andrew Bray
Director, Individual Wealth Management
View

FAQ

Compass Financial Partners | Marsh McLennan Agency operates in the Finance industries. More details can be found on the official website: compassfp.com.
The headquarters of Compass Financial Partners | Marsh McLennan Agency are located in Greensboro, United States.
You can contact Compass Financial Partners | Marsh McLennan Agency by phone at 336-510-1550.
Compass Financial Partners | Marsh McLennan Agency currently employs 10-50 people.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP