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.

Learn more https://bit.ly/4xxCnCq Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/4xxCnCq Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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https://bit.ly/4wVLtYA Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4wVLtYA Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Learn more https://bit.ly/4cmRWoa Your wealth can help support the people and causes that matter most. I can help you pl...
08/30/2026

Learn more https://bit.ly/4cmRWoa Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/3Unczuk Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
08/28/2026

https://bit.ly/3Unczuk Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
08/27/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/3Sj8SVP

Learn more https://bit.ly/4wUjdpj A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4wUjdpj A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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https://bit.ly/4cRmtdJ Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/4cRmtdJ Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

Learn more https://bit.ly/4wFBWVp Creating wealth is about planning for the future. I can help you explore strategies to...
08/23/2026

Learn more https://bit.ly/4wFBWVp Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

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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