Edward Jones - Financial Advisor: Katrina M. Morris

Edward Jones - Financial Advisor: Katrina M. Morris We help business owners and individuals with complex financial needs gain clarity and confidence.

By understanding your values and goals, we build personalized strategies to support growth, transitions, and long‑term success. I help business owners and individuals with complex financial needs gain clarity, confidence, and direction. My approach is centered on understanding your values and goals so we can create personalized strategies that support both your business and personal financial life

. I believe great financial planning starts with strong relationships and thoughtful conversations. By focusing on what matters most to you, I help guide decisions around growth, transitions, and long‑term success. Beverly and I look forward to connecting and learning more about your goals.

06/02/2026

📣 Calling All Business Owners!
Have you thought about your next chapter after owning your business?
Join us for a special presentation:
“Business Owner Exit Planning: Start with the End in Mind”
This event is designed to help you:
✔️ Learn the basics of succession planning
✔️ Understand steps you can take now to prepare for a future exit
✔️ Start building a plan for long-term success and peace of mind
🗓️ June 29
⏰ 5:30 PM
🍽️ Dinner will be served
📞 RSVP today! Contact Beverly Petersen at 361-664-5227
Don’t wait until it’s too late—start planning your future today. We hope to see you there!
👉 Feel free to bring a fellow business owner who may benefit from this discussion!

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4o6grL0

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/3Ry2SHR

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4dyrxn9

05/13/2026

Are you thinking about the future of your business? Planning ahead can make all the difference!
Join us for:
✨ Business Owner Exit Planning: Start With the End in Mind ✨
This presentation will help you:
✅ Understand succession planning
✅ Learn key steps to take now
✅ Prepare for a successful future exit
📅 Date: May 20
⏰ Time: 9:00 AM
📍 Location: Edward Jones
700 East 2nd Street, Alice, TX
👉 Please RSVP:
📧 [email protected]
📞 361-664-5227
We’d love to see you there—feel free to bring a fellow business owner!

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/42rQJXe

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4w9OtBp

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4cKcEh2

04/24/2026

Business Owners: Have You Planned Your Exit Yet?
You’ve worked hard to build your business—now it’s time to start with the end in mind.
Join us for Business Owner Exit Planning, an interactive presentation designed to help you:
✅ Understand the fundamentals of succession planning
✅ Identify key steps you can take now to prepare for a future exit
✅ Ask questions in a small, intimate setting with fellow business owners
📍 Location: My office in Alice
📅 Session Options:
• May 20, 2026 | 9:00 AM
• June 8, 2026 | 12:00 PM
• June 29, 2026 | 5:30 PM
👥 Space is limited to 10 attendees per session to encourage discussion and meaningful Q&A.
📞 RSVP to: Beverly Petersen
☎️ 361‑664‑5227
📧 [email protected]
If you’re a business owner thinking even remotely about the future, this session is for you.
👉 Reserve your spot early—sessions will fill quickly.

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/3QQACQf

Address

700 East 2nd Street
Alice, TX
78332

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13616645227

Website

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