Walter K. Joly
Registered Investment Advisor Agent,
Compass Capital Corporation

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Walter K. Joly is an Investment Advisor Agent of Compass Capital Corporation, a Registered Investment Advisor. A 1969 graduate of the University of Connecticut, Mr. Joly has been associated with the financial services industry since 1975. He holds various securities and insurance licenses and has been actively involved with the Boston Estate Planning Council for many years. Walter has advised both closely-held business owners and publicly traded company’s executives throughout the New England area. His particular areas of competence and specialization include advanced estate planning techniques, retirement plan design and implementation, and comprehensive personal financial management.