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Compass Financial Partners | Marsh McLennan Agency Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Compass Financial Partners | Marsh McLennan Agency has about 24 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (98%) and Viet Nam (2%). Banking and Community & Social Services make up over half of the profiles with a known department. Compass Financial Partners | Marsh McLennan Agency's workforce fell 23% between January 2026 and November 2026.

Find Compass Financial Partners | Marsh McLennan Agency employees' phone numbers or email addresses

Compass Financial Partners | Marsh McLennan Agency Global Highlights

Location
Employees

North America
65

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  • United States Of America
    65

Asia
1

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  • Viet Nam
    1

North America accounts for 98% of Compass Financial Partners | Marsh McLennan Agency's workforce, followed by Asia (2%).

Compass Financial Partners | Marsh McLennan Agency's Leadership

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

Compass Financial Partners | Marsh McLennan Agency Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Other

Banking is the largest department at 95% of profiles with a known department, up from 88% in January 2026, followed by Community & Social Services (5%, down from 8%).

Contact profiles from Compass Financial Partners | Marsh McLennan Agency

Name
Title
Contact
Location
Last Update
  • Owner at Compass Financial Partners | Marsh McLennan Agency
    A. I.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Managing Partner at Compass Financial Partners | Marsh McLennan Agency
    P. L.
    Managing Partner
    Mobile Phone
    Oct 22, 2024
  • Co-Owner And Partner, Wealth Management Advisor at Compass Financial Partners | Marsh McLennan Agency
    T. H. C.
    Co-Owner And Partner, Wealth Management Advisor
    Mobile Phone
    Oct 23, 2024
  • Director Of Human Resources And Integration at Compass Financial Partners | Marsh McLennan Agency
    L. T.
    Director Of Human Resources And Integration
    Mobile Phone
    Oct 16, 2024
  • Human Resources Manager at Compass Financial Partners | Marsh McLennan Agency
    L. B.
    Human Resources Manager
    Mobile Phone
    Oct 16, 2024
  • Associate Director, Financial Wellness at Compass Financial Partners | Marsh McLennan Agency
    W. B. J. C.
    Associate Director, Financial Wellness
    Mobile Phone
    Oct 23, 2024
  • Office Administrator at Compass Financial Partners | Marsh McLennan Agency
    S. E.
    Office Administrator
    Mobile Phone
    Sep 10, 2025
  • Licensed Financial Representative at Compass Financial Partners | Marsh McLennan Agency
    C. S.
    Licensed Financial Representative
    Mobile Phone
    Oct 23, 2024
  • Secretary at Compass Financial Partners | Marsh McLennan Agency
    D. P.
    Secretary
    Mobile Phone
    Oct 16, 2024
  • Investment Advisor Representative at Compass Financial Partners | Marsh McLennan Agency
    D. J.
    Investment Advisor Representative
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Compass Financial Partners | Marsh McLennan Agency?

Minus sign iconPlus sign iconBanking is the largest department at 95% of profiles with a known department, up from 88% in January 2026, followed by Community & Social Services (5%, down from 8%).

Where are Compass Financial Partners | Marsh McLennan Agency's employees located?

Minus sign iconPlus sign iconCompass Financial Partners | Marsh McLennan Agency has about 24 employees across 2 continents, most of them in North America. North America accounts for 98% of Compass Financial Partners | Marsh McLennan Agency's workforce, followed by Asia (2%). By country, the largest groups are United States Of America (98%) and Viet Nam (2%).

How has Compass Financial Partners | Marsh McLennan Agency's workforce changed over the past year?

Minus sign iconPlus sign iconCompass Financial Partners | Marsh McLennan Agency's workforce fell 23% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 88% to 95%.

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

Minus sign iconPlus sign iconCompass Financial Partners | Marsh McLennan Agency has approximately 24 employees as of November 2026. These team members are located across 2 continents, including North America and Asia.

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

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As of November 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.
  • Human Resources Manager: L. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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

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

Minus sign iconPlus sign iconCompass Financial Partners | Marsh McLennan Agency was founded in 2002 and operates in the Financial Services industry. You can contact Compass Financial Partners | Marsh McLennan Agency's main corporate office by phone at
+1-336-510-****
. Explore Compass Financial Partners | Marsh McLennan Agency's company overview page for more information.

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