Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

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Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

Greensboro, NC – October 2023 – Kathleen Kelly has been recognized as a 2023 Top Women Advisor by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).

The Top Women Advisors accolade was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

Nominees were asked to respond to a series of quantitative and qualitative questions regarding their experience, practice, accomplishments, contributions to the industry, the state of workplace retirement plans, and in what ways they give back. Those questionnaires were anonymized and then reviewed by a panel of judges over several weeks, who selected the women honored in three separate categories:

  • Captains: All-stars who happen to be principals, owners or team captains of their organizations.
  • All-Stars: Top producers who have their own practice.
  • Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor.

    • Kathleen was honored as a Captain among this year’s award recipients. Kathleen has been previously named to the 2017-2022 NAPA Top Women Advisors listing.

    Compass Financial Partners

    We love what we do.  WE PAVE THE PATH TO THE FUTURE.

    A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh and Charlotte.  For more information, visit www.CompassFP.com.

    Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. 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. Please consult a tax professional for specific tax inquiries and recommendations.