Shane Jefferson, CIMA®
Vice President, Relationship Director and Investment Specialist
Shane is Vice President, Relationship Director and Investment Specialist at Avantis Investors. He is the primary wealth management wholesaler for advisors of all channels in Alabama, Eastern TN, North Carolina (ex-Charlotte), South Carolina and Savannah, GA.
Shane joined Avantis Investors in 2026 and brings 23 years of experience in the financial services industry. Before joining Avantis Investors, he recently was in large market custody sales for Fidelity after a 20 year career at Vanguard where the vast majority of his time there was working with advisors across various channels.
He holds his Bachelor of Arts in Economics from Pennsylvania State University. He holds his CIMA® along with his Series 7 and 63 licenses.