Timothy Alessi

Further information about Timothy Alessi:

TIMOTHY A. ALESSI is one of the founding principals of Derse Morgen Financial Advisors. He serves as a managing partner of the firm and is one of its primary financial advisors. Tim specializes in the areas of comprehensive financial planning, retirement planning and investment management.

He works with success-minded individuals who seek the benefits of long-term, goal planning and who value the ability to delegate the responsibility of managing their financial affairs to a trusted advisor. Tim is a magna cum laude graduate of The University of Hartford. He was named a Five Star Best in Client Satisfaction Wealth Manager by Charlotte Magazine in 2008. He holds a series 7 and series 66 securities license, is an Investment Advisor Representative and holds a Life and Health license.

Compensation and Fee Structures:

Fee for Planning Service, Fee based asset management utilizing low cost no load and institutional class mutual funds

Licenses, Certifications & Affiliations:

Series 7, Series 66, Investment Advisor Representative (IAR), Life and Health

Education:

Bachelors of Science, University of Hartford, 1986 Magna Cum Laude

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Further information about Derse Morgen Financial Advisors:

(Size of firm: 0-9 advisors)

Named a Five Star Best in Client Satisfaction Wealth Manager by Charlotte Magazine in 2008. Independent Fee-based advisory firm focused on financial planning, asset management, estate and tax planning. We utilize a client focused approach to comprehensive planning that addresses the overall financial needs and goals of our clients. We differ than other firms in that we do not represent specific financial companies and their products. We believe clients come to us for objective, honest advice independent of financial products. Once we understand the client's overall situation we recommend the best course of action that is in their best interest. We then implement the proper strategies, investments, tax planning, estate planning documents, insurance, etc to turn the clients plan into action. We then monitor the client's progress and make adjustments as needed based on any life, family or career changes.

MISSION STATEMENT

Our firm was created to be the provider of choice for those seeking Trusted Advice.
As an independent firm, our role is to represent clients and their interests, not financial companies and their products. We believe our clients come to us for trusted advice they can rely on when they face important financial decisions.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor P.O. Box 64284 St. Paul MN 55164 (800) 800-2638 Derse Morgen and Woodbury Financial Services, Inc. are not affiliated companies