Shelby Morgan

PRINCIPAL

Overview

I love what I do. I enjoy learning about a person's circumstances and utilizing my more than 28 years in the business to give them advice that will improve their lives. All too often, people get so overwhelmed by the details involved in creating a financial plan that they fail to plan altogether. When we started W3, our goal was to take that overwhelming feeling away from clients by building an infrastructure that makes planning with W3 easy and seamless for clients. I take pride in the culture we have built at W3 and look forward to many more years of growth.

ACCREDITATIONS & EDUCATION

  • University of Akron – B.S.B.A. Finance
  • Holds Series 7, Series 66, and Life and Health Insurance Licenses

MEMBERSHIPS & COMMUNITY INVOLVEMENT

  • Board Member of Goodwill Industries of Akron, Ohio
  • Board Member of the Boy Scouts of America/Great Trail Council
  • Regional Board Member of the Boy Scouts of America

HOBBIES AND PERSONAL LIFE

  • Live in Copley with my wife, Mary
  • Have two children, Andrew, and Lauren
  • I enjoy cooking, writing, and traveling with my wife

FAVORITE QUOTE

“Never, Never, Never give up!” -Winston Churchill

staff_morgan-shelby

330-836-3805

Shelby@w3wealth.com

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