Walter K. Joly is an Investment Advisor Agent and sharholder of Compass Capital Corporation, founded in 1984 as a Registered Investment Advisor in the practice of personal financial management and planning. 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.

Reach Walter at 781-535-6083 x 313 or email at Walter@CompassSecurities.com.