Sheila Woelfel

Sheila Woelfel serves as managing executive of the Wealth Solutions Group comprising Strategic Relationships, Cetera Investment Management, Retirement Solutions, Investment Solutions, and Product Strategy and Innovation. She is a member of the executive team and reports to the CEO. In her role, she helps Cetera Financial Group achieve its vision of helping financial professionals deliver holistic guidance to their clients through creating a seamless continuum from development to delivery of solutions. She has a successful track record of creating value and opportunities for the mutual fund, annuity, third-party money manager, insurance, and alternative investment partners who provide the premier products, training, and educational tools that help financial professionals to best serve their clients. Woelfel has been in the financial services industry since 1993. Most recently she served as senior vice president, strategic relations at AIG Advisor Group where, as a member of the CEO’s executive board, she led the firm’s efforts with its strategic partners. She was also the co-executive sponsor responsible for conceiving and launching Advisor Group’s women’s initiative and a member of the inaugural Women’s Advisory Board comprised of advisors and the CEO. Prior to AIG, Woelfel held a variety of roles during her 15 years at LPL Financial including strategic relations, sales and marketing, and the building and launching of LPL’s customized variable annuity. She has also served on numerous committees and on the Board of Directors of Insured Retirement Institute (formerly National Association for Variable Annuities). Woelfel is a graduate of Binghamton University and holds Series 6 and 63 securities registrations.