World Investment Advisors, a division of World Insurance Associates, named Jeffrey Sheftic as Chief Growth Officer. In his new role, Sheftic will oversee organic growth, advisor recruiting, relationship management and strategic expansion, with responsibility across both retirement and wealth management.
He previously held senior leadership roles at Prudential, Charles Schwab, ADP, Credit Suisse, Capital One and Lincoln Financial.
“Jeff’s exceptional acumen for relationship building and bringing clarity to operational complexities will deepen the partnership that drives our long-term success,” said Ed Walters, President of World Investment Advisors. “His ability to translate operational strength into advisor value will be instrumental as we continue to build a growth-focused organization that supports both retirement and wealth management advisors.”
Sheftic follows two other leadership additions at World Investment Advisors. Walters was named President in October and Tyler Mahoney was hired as Chief Financial Officer last month.
In a related move, Mike Woods was named Executive Vice President of Corporate Development for World Insurance. Previously, Woods held the position now occupied by Sheftic. Woods co-founded Pensionmark, which was acquired by World Insurance Associates in 2022 and re-branded to World Investment Advisors in 2024.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
