Title 1
Lorem ipsum dolor sit amet.
The Team
It would be foolish to try and make anyone think that all this happens by myself… It doesn’t… Take a moment to review the support team from Pension Advisors bio’s and contact information on the link above.
William (Will) Orr is the President and founder of Compass Corporate Retirement Solutions a Retirement Plans Consultant with 20 years of experience in the corporate retirement plans industry. Orr’s extensive retirement plans expertise, brings creative solutions to clients’ complex issues. Whether consulting with a large multi-site employer or working with a mid to small size employer, Orr’s experience in relationship management is the catalyst for forming long term relationships between not only the client and Compass but in selecting partners that can successfully accomplish the client’s goals.
Orr’s fundamental philosophy in working with clients is that of full disclosure. Making sure that a client knows all options available to them as well as what fees are being charged against the plan assets.
Prior to creating CCRS, Orr’s work experience includes mutual fund and retirement plans industry leaders Fidelity Investments and Morgan Stanley and retirement plan wholesaling with Daily Access Concepts.
Orr holds the NASD’s (Series 6,7,65) Examination and Uniform Securities Agent State Law Examination (Series 63) and an insurance group one license. Additionally he holds the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. He earned a Bachelor of Science degree in finance from Xavier University.