lportee53

Wealth Advisor

Build and maintain relationships with prospects and referrals with a major focus on acquiring new clients. Source prospective client opportunities by capitalizing on networking and referrals. Provide information/education to clients and prospects about the purpose and details of financial products, services, and…

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August 27th, 2025

August 27th, 2025

We’re excited to introduce the first issue of CCM INSIGHTS, Compass Capital Management’s new newsletter. Our goal is simple: to keep you connected, informed, and inpsired.

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