World Investment Advisors, a financial advisory firm and division of World Insurance Associates, announced that Jeffrey Sheftic has joined the firm as Chief Growth Officer, bringing more than 30 years of wealth management leadership experience to drive organic growth, advisor engagement, and operational clarity.
In his new role, Sheftic will lead organic growth initiatives, advisor recruiting, relationship management, and strategic expansion across the firm. The company said he will focus on strengthening advisor partnerships spanning both retirement and wealth management as it continues to expand its national footprint.
Sheftic’s background includes executive leadership across middle-office and investment operations organizations, supporting broker-dealers, RIAs, institutional platforms, and retail clients. His experience spans operational transformation, regulatory infrastructure development, technology modernization, and multi-location team leadership across the United States and offshore operations in India. The firm highlighted his ability to bridge growth strategy with operational execution, aligning advisor-facing initiatives with scalable infrastructure.
Prior to joining World Investment Advisors, Sheftic held senior leadership roles at Prudential, Charles Schwab & Co., ADP, Credit Suisse, Capital One, and Lincoln Financial. During his career, he has worked closely with advisors, leadership teams, and boards to enhance onboarding, platform utilization, productivity, and long-term retention while supporting disciplined growth initiatives.
Alongside Sheftic’s appointment, the firm announced a leadership transition for Mike Woods. Woods, former co-founder of Pensionmark and Chief Growth Officer of World Investment Advisors during the acquisition transition, has been named Executive Vice President of Corporate Development for World Insurance. In this capacity, he will lead M&A activity for World Investment Advisors and continue working directly with the firm’s leadership team to support its growth strategy, aligning advisor growth with acquisition and integration efforts.
Sheftic has been active within the financial services industry, serving on the OCC Operations Committee and SIFMA’s Securities Operations Section. He also served on FINRA’s Uniform Practice Code Committee for 20 years and was a 25-year member of FINRA’s Financial Responsibility Committee. He holds principal licenses including Series 27, 24, and 53.
He earned a Bachelor of Arts in Economics from the University of Pennsylvania, completed a Wharton Executive Education certificate program, and received his MBA in Finance and International Business from NYU’s Leonard N. Stern School of Business.
World Investment Advisors operates a network of more than 350 advisors and staff across more than 100 U.S. locations, serving thousands of retirement plan and wealth management clients. Its professionals include specialists in wealth management, defined contribution and defined benefit plans, terminal funding, not-for-profit services, and executive and deferred compensation.
World Insurance Associates LLC is a nationally ranked financial services organization headquartered in Iselin, New Jersey, serving clients from more than 300 offices across the United States and the United Kingdom. The firm provides commercial and personal insurance, employee and executive benefits, wealth management and retirement plan services, private client services, and payroll and HR solutions.
KEY QUOTES:
“Jeff’s exceptional acumen for relationship building and bringing clarity to operational complexities will deepen the partnership that drives our long-term success. 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.”
Ed Walters, President, World Investment Advisors
“I’m excited to be part of the leadership team at World Investment Advisors. This is a tremendous opportunity to build strong relationships with financial advisors representing both retirement and wealth management. By aligning a growth strategy with operational excellence and mutually beneficial relationships, we can create meaningful value for advisors and the clients they serve.”
Jeffrey Sheftic, Chief Growth Officer, World Investment Advisors
