Matt Shahady is vice president of Wealth Management at OneDigital in Huntersville, NC. He delivers comprehensive, client-centered financial guidance to individuals and families. His approach is holistic and focuses on each client's complete financial picture, not just their investments.
Matt believes that the most meaningful work he can do is serve as a trusted advocate for his clients, always putting their best interest first. That belief guided him throughout roles at Edward Jones and Waddell & Reed, where he built his foundation in financial planning He joined Tim Alessi at Derse Morgen in 2011. Derse Morgen joined OneDigital in 2026, expanding the team's ability to serve clients at a higher level.
Matt holds a Bachelor of Science in Business Administration from West Virginia Wesleyan College and a Master of Business Administration from Wright State University. He holds the Series 7 and Series 66 licenses and is licensed in Life, Health, and Long-Term Care. When he's not working with clients, Matt enjoys cooking, golfing, and spending time with his wife and son, and other family and friends.
