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Troy K

Series 63, Series 65

Winthrop, ME

Compass Capital Corporation

Troy Knowlan is a financial advisor with Compass Capital Corporation in Winthrop, ME, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Compass Securities Corp. since 2000 and also serves as the controller of O'Connor GMC, Inc., managing accounting and finance for the auto dealership. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a software-driven investment approach focused on asset allocation and portfolio optimization, utilizing ETFs, mutual funds, equities, fixed income, and cash equivalents.

General retirement planning Retirement income strategy Wealth management Retired
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