Tim Alessi is senior vice president of Wealth Management in Huntersville, NC. He and his team focus on delivering objective, client-centered financial guidance to individuals and families. His philosophy is that clients want trusted advice, not to be sold financial products.
Tim believes that everyone deserves access to honest, reliable financial guidance, and that trust is the foundation of any meaningful advisor-client relationship. That conviction led him to leave a fifteen-year career with two Fortune 500 companies and transition from financial planning client to financial advisor himself. In 2005, he co-founded Derse Morgen, which joined OneDigital in 2026.
Tim holds a Bachelor of Science in Business Administration, Magna Cum Laude, from the University of Hartford's Barney School of Business, and completed graduate studies in Economics and Accounting at Queens University's McColl School of Business.
He holds the Series 7 and Series 66 licenses and is licensed in Life and Health. Outside of work, Tim enjoys cooking, golfing, and spending time with his wife, three children, and dog.
