Edward Walters Takes the Helm as President of WIA for Growth
New Leadership at World Investment Advisors
World Investment Advisors (WIA), a recognized player in the financial advisory field, has recently appointed Edward Walters as its new President. This change aims to enhance its growth strategy and overall client experience. Walters, a veteran in wealth management, brings over two decades of transformational leadership, positioning WIA for an exciting future.
The Transition of Leadership
In light of this significant announcement, it has been revealed that the current CEO, Troy Hammond, will step down at the end of the year. Leading up to this transition, Hammond will work closely with Walters to ensure a seamless handover that maintains WIA's operational integrity.
Ed Walters: A Visionary Leader
Rich Eknoian, CEO of World Insurance Associates, voiced his confidence in Walters, highlighting his ability to execute successful strategies that positively reshape financial services. Walters is recognized for his expertise in developing scalable advisory platforms and delivering innovative solutions that enhance value for both clients and stakeholders. His impressive career spans notable firms, including Lincoln Financial Group, where he significantly increased earnings while leading a large team of professionals.
A Focus on Client Experience
Walters expressed his excitement about joining WIA during this pivotal time. He emphasized the commitment to building a platform catered to multigenerational investors, utilizing technology to enhance the advisor-client relationship. His vision includes innovating existing services and expanding the firm’s reach to foster a culture of continuous growth.
A Strong Track Record of Success
Throughout his career, Walters has demonstrated a knack for launching transformative financial initiatives, such as developing T. Rowe Price's first robo-advisor. His ability to drive sustained growth has been evident in his work at Janney Montgomery Scott, where he successfully shifted the business model towards fee-based wealth management.
Commitment to Community and Ethics
Walters is not only recognized for his professional capabilities but also for his dedication to community service. His involvement in promoting financial literacy and developing talent within the industry showcases his commitment to ethical practices and inclusivity. Additionally, his role on boards illustrates his deep-rooted belief in uplifting underserved communities.
About World Investment Advisors
World Investment Advisors, known for its extensive networking of over 630 advisors, is firmly established across more than 100 locations in the United States. This network provides a wide range of services including wealth management and retirement planning, catering to a diverse clientele.
About World Insurance Associates
World Insurance Associates stands as a leader in the financial services sector, with offices nationwide. Its model possesses a comprehensive approach to empower clients through informed decision-making, leveraging innovative solutions to achieve financial goals.
Frequently Asked Questions
Who is Edward Walters?
Edward Walters is the newly appointed President of World Investment Advisors, bringing extensive experience in wealth management and financial transformation.
What changes are expected under Walter's leadership?
Walters aims to enhance client experiences, foster innovation, and drive growth initiatives while ensuring a seamless transition with outgoing CEO Troy Hammond.
What is the history of World Investment Advisors?
Previously known as Pensionmark Financial Group, WIA has evolved into a network of over 630 advisors, emphasizing a client-centric approach to wealth management.
What is the focus of World Insurance Associates?
World Insurance Associates focuses on providing comprehensive financial solutions, including risk management services, retirement plans, and personalized client care.
How does Walters's background influence WIA?
Walters's extensive leadership experience and successful track record in financial services position WIA to innovate and grow effectively in the competitive advisory landscape.
About The Author
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