COMPASS | MMA NAMED TO 2024 NAPA TOP WOMEN OF EXCELLENCE
Greensboro, NC – October 2024 – Eleven women at Compass Financial Partners, a Marsh & McLennan Agency LLC Company, have been named to the National Association of Plan Advisors (NAPA) 2024 Top Women of Excellence list. The list acknowledges the contributions that women are making to the retirement industry and how they bring excellence to the profession.
Nominees were asked to respond to a series of quantitative and qualitative questions about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the women honored in three categories:
- Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors.
- MVPs: Non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.
- Rising Stars: They have less than five years in the business and are either emerging team leaders or new producers.
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.