Southport Compass

Southport Compass

Insurance 354 Pequot Ave. 7 employees
Employees
7
Contacts
1
Emails
1
Phones
1

Southport Compass Overview

Headquarters
354 Pequot Ave.
Industry
Insurance
Employees
7
Founded
2016
Company Email
Available in AeroLeads
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About Southport Compass

Southport Compass partners with insurance carriers, financial institutions, and advisors to plan and execute strategies that address client wealth transfer and risk management goals. We assess, navigate and execute advanced planning strategies for personal and business clients, managing all aspects involving insurance products. At Southport Compass, we maintain a client-focused approach that balances effective planning strategies with practical implementation, providing expertise in financial underwriting, including taxation, trust planning, premium financing, review of complex and unique insurance planning arrangements, and customized product designs. Our team is comprised of advanced planning attorneys and case design specialists with extensive experience in management, sales, underwriting, and operations roles at major insurance carriers.

Southport Compass Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Southport Compass Org Chart

Sample employees and titles
Name Title Contact
Morgan Scott Managing Director, Southport Compass
Email Phone
Patrick Thompson Insurance Wealth Advisor - Premium
View

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0

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