Senior Director, Institutional Retirement Plan Consulting
CurrentCompass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the US. From investment due diligence and vendor relationship oversight to employee communication strategy and plan design consulting, our process-driven suite of fiduciary services helps employers deliver highly successful retirement programs.Securities and investment advisory services offered through MMA Securities LLC (MMA Securities)… Show more Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the US. From investment due diligence and vendor relationship oversight to employee communication strategy and plan design consulting, our process-driven suite of fiduciary services helps employers deliver highly successful retirement programs.Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of MMA Securities LLC and have not been reviewed for accuracy or completeness. Show less
