Edward Jones - Financial Advisor: Katrina M. Morris

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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.

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
10/14/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/4hXWLGa

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yE1wMm

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need ...
10/07/2026

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need it. Interested? Message me.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4z7wKvg

Growth looks different for every financial advisor.This webinar highlights the resources, technology, and support design...
09/30/2026

Growth looks different for every financial advisor.

This webinar highlights the resources, technology, and support designed to help you serve clients with clarity and confidence — and shape the future of your practice with intention.

Register for Explore Your Future: https://bit.ly/4deoaCn

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
09/29/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/3TBBcmG

Curious how experienced advisors plan for their next chapter?Hear directly from financial advisors, subject matter exper...
09/29/2026

Curious how experienced advisors plan for their next chapter?

Hear directly from financial advisors, subject matter experts and recruiters during our Explore Your Future webinar, including a live Q&A session.

Save your spot: https://bit.ly/4ADYYiz

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hwafc2

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4y4JNNT

Offload the back office—compliance, tech, onboarding—without giving up the feeling of independence. Cleaner ops, clearer...
09/16/2026

Offload the back office—compliance, tech, onboarding—without giving up the feeling of independence. Cleaner ops, clearer days, better client focus. Interested? Let’s talk.

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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