Kathleen Kelly

Q: What is Kathleen Kelly email address?

Email Kathleen Kelly at akathleenkelly@compassfp.com. This email is the most updated Kathleen Kelly email found in 2026.

Q: How to contact Kathleen Kelly?

To contact Kathleen Kelly send an email to akathleenkelly@compassfp.com. (updated on October 29, 2024)

Founding and Managing Partner at Compass Financial Partners, a Marsh McLennan Agency LLC company | Greensboro, North Carolina, United States

About Kathleen Kelly

Kathleen Kelly serves as the Founding and Managing Partner at Compass Financial Partners, a distinguished firm within the Marsh McLennan Agency LLC. With her extensive expertise as an Accredited Investment Fiduciary Analyst® and a Chartered Retirement Plan Specialist®, Kathleen has established herself as a leader in retirement plan consulting and investment advisory services tailored for qualified retirement plans. Her role involves not only guiding clients through the complexities of fiduciary governance but also ensuring that their retirement strategies align with their long-term financial goals.

At Compass Financial Partners, Kathleen spearheads key projects that focus on enhancing employee engagement and stewardship within organizations. By leveraging her deep understanding of executive benefit planning, she helps businesses design robust retirement solutions that not only attract and retain top talent but also foster a culture of financial wellness among employees. Her commitment to fiduciary excellence ensures that clients receive tailored advice that prioritizes their best interests, a principle that is foundational to her practice.

Under Kathleen's leadership, Compass Financial Partners has become synonymous with innovative retirement solutions, combining strategic investment advisory services with a holistic approach to financial stewardship. Her ability to navigate the regulatory landscape and implement best practices in retirement plan management has positioned her as a trusted advisor in the industry. As she continues to drive impactful initiatives, Kathleen remains dedicated to empowering clients with the knowledge and tools necessary to secure their financial futures.

Kathleen Kelly Work