What departments does Compass Financial Partners | Marsh McLennan Agency have?

Compass Financial Partners | Marsh McLennan Agency has employees across 4 departments including Entrepreneurship, Human Resources, Finance, Administrative.

How has Compass Financial Partners | Marsh McLennan Agency's team size changed over time?

Compass Financial Partners | Marsh McLennan Agency's team has decreased from approximately 31 to 25 employees based on available data.

Compass Financial Partners | Marsh McLennan Agency Employee Directory

Q: What is the largest department at Compass Financial Partners | Marsh McLennan Agency?

The largest department at Compass Financial Partners | Marsh McLennan Agency is Finance with 4 employees.

Financial ServicesNorth Carolina, United States11-50 Employees

Compass Financial Partners | Marsh McLennan Agency operates in the financial services sector, offering retirement plan consulting and fiduciary services. Based in Greensboro, North Carolina, the firm emphasizes a process-driven approach to helping employers design and manage retirement programs, leveraging an experienced team and partnerships within Marsh & McLennan Agency to extend its capabilities. The company serves employers seeking structured retirement plan programs and advisory support, positioning itself as a specialized resource within institutional retirement plan consulting and related investment advisory services. Since its acquisition by Marsh & McLennan Agency, Compass has contributed to a broader suite of retirement assets under advisement, sharing a history that includes recognition as a top retirement plan adviser and milestones in asset management. The organization operates as part of a nationwide network, with services delivered through MMA Securities LLC and related affiliates, and emphasizes compliance and professional guidance in a complex regulatory environment.

Compass Financial Partners | Marsh McLennan Agency Global Highlights

North America
68

United States Of America
68

Asia
1

Viet Nam
1

Compass Financial Partners | Marsh McLennan Agency's Leadership

A. I.
Owner
Mobile Phone
Email
P. L.
Managing Partner
Mobile Phone
Email
T. H. C.
Co-Owner And Partner, Wealth Management Advisor
Mobile Phone
Email
L. T.
Director Of Human Resources And Integration
Mobile Phone
Email
W. B. J. C.
Associate Director, Financial Wellness
Mobile Phone
Email
L. B.
Human Resources Manager
Mobile Phone
Email
S. E.
Office Administrator
Mobile Phone
Email
C. S.
Licensed Financial Representative
Mobile Phone
Email

Compass Financial Partners | Marsh McLennan Agency Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other

Contact profiles from Compass Financial Partners | Marsh McLennan Agency

Name

Title

Contact

Location

Last Update

A. I.
Owner
Mobile Phone
Email
Oct 23, 2024
P. L.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
T. H. C.
Co-Owner And Partner, Wealth Management Advisor
Mobile Phone
Email
Oct 23, 2024
L. T.
Director Of Human Resources And Integration
Mobile Phone
Email
Oct 16, 2024
W. B. J. C.
Associate Director, Financial Wellness
Mobile Phone
Email
Oct 23, 2024
L. B.
Human Resources Manager
Mobile Phone
Email
Oct 16, 2024
S. E.
Office Administrator
Mobile Phone
Email
Sep 10, 2025
C. S.
Licensed Financial Representative
Mobile Phone
Email
Oct 23, 2024
D. P.
Secretary
Mobile Phone
Email
Oct 16, 2024
D. J.
Investment Advisor Representative
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Compass Financial Partners | Marsh McLennan Agency known for?

Compass Financial Partners | Marsh McLennan Agency was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-336-510-****

. Explore Compass Financial Partners | Marsh McLennan Agency's company overview page for more information.

What is Compass Financial Partners | Marsh McLennan Agency's most common email format?

Compass Financial Partners | Marsh McLennan Agency employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Financial Partners | Marsh McLennan Agency email formats with LeadIQ.

How many employees does Compass Financial Partners | Marsh McLennan Agency have currently?

Compass Financial Partners | Marsh McLennan Agency has approximately 26 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Compass Financial Partners | Marsh McLennan Agency's key employees and leadership?

As of July 2026, Compass Financial Partners | Marsh McLennan Agency's key employees include:

Owner: A. I.
Managing Partner: P. L.
Co-Owner And Partner, Wealth Management Advisor: T. H. C.
Director Of Human Resources And Integration: L. T.
Associate Director, Financial Wellness: W. B. J. C.

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Compass Financial Partners | Marsh McLennan Agency Employee Directory

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