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Shane Dawe, CRC®

Managing Director

MEET Shane

With more than two decades of experience across the retirement industry, Shane Dawe brings a unique perspective to helping employers build better retirement plans. As Managing Director with World Investment Advisors, Shane works directly with plan sponsors to evaluate their retirement programs, identify opportunities to improve plan design and participant outcomes, and objectively evaluate the solutions and providers available to them.

Shane began his career after graduating from the University of Connecticut working directly with retirement plan participants, helping employees navigate distribution options and providing onsite education about the importance of saving for retirement. That firsthand experience shaped his passion for the industry and continues to influence his participant-focused approach today.

Over his career, Shane has held roles with Prudential Retirement, American Century Investments, and Pacific Life, gaining broad experience across retirement plan distribution, participant education, institutional solutions, product development, and strategic partnerships. His experience working on the provider side gives him a unique perspective when representing the interests of plan sponsors.

Shane believes the best retirement solutions begin with understanding the needs of the people they are designed to serve. He brings that philosophy, along with deep industry experience, to helping employers build stronger retirement programs.

Shane lives in Simsbury, Connecticut, with his wife, Emily, and their children, Avery and Bella. Outside of work, he enjoys golf, boating, woodworking, and cooking.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Shane Dawe, CRC®

Managing Director