Bill Borleis

Phone: 615-516-5131
Fax: 615-370-4931
E-mail:

Bill has worked in the financial services industry since 1992 and holds a Series 6, 7, 63, 65, 31, Life and Health Licenses and an LUTCF.  He is a partner of Compass Advisory Partners, LLC, a Registered Investment Advisor with the State of Tennessee.

 Bill has spent much of his career assisting higher net worth business owners with their insurance and estate planning needs.  Bill has a strong background in underwriting larger life insurance cases.  He also has worked to integrate their investment needs. 

He has been active in community affairs as the ACC Chair of The Liberty Downs Home Owners Association.  Bill has served on the Board of The Milwaukee Association of Life Underwriters as the Ethics Chairperson. 

Bill is married with one son.  He received his Bachelor's degree from The University of Wisconsin Whitewater.  Bill and his family are active members of Judson Baptist Church in Nashville, TN.