Shelby Morgan is passionate about helping others achieve their financial goals. With nearly 40 years of experience in the financial industry, he takes pride in understanding his clients’ unique circumstances and providing tailored advice to improve their lives. Recognizing that many individuals feel overwhelmed by the complexities of financial planning, Shelby co-founded W3 Wealth Management in Akron, OH to simplify the process. His vision was to create an infrastructure that makes planning easy and seamless, removing barriers and enabling clients to take control of their financial future. Shelby takes great pride in the collaborative and supportive culture cultivated at W3 and looks forward to many more years of growth and innovation. Shelby holds a Bachelor of Science in Business Administration with a focus in Finance from the University of Akron. He is also credentialed with Series 7 and Series 66 licenses and maintains Life and Health Insurance licenses.
As a dedicated community leader, Shelby serves as an Honorary Board Member for both Goodwill Industries of Akron, Ohio, and the Boy Scouts of America/Great Trail Council. He is also an active member of Fairlawn Lutheran Church. Shelby resides in Copley, Ohio, with his wife, Mary. Together, they have two children, Andrew and Lauren. Outside of work, he enjoys cooking, writing, and traveling with Mary, embracing new experiences and opportunities for personal growth.
