Edward Jones- Financial Advisor: Morgan Steege

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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/3U5tK3g


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4icahaZ

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/12/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
08/07/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.A recent Wall...
07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/3TN6KFS

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/02/2026

As a financial advisor, I know that protecting wealth is just as important as growing it.

And with scams and fraud on the rise, protecting your financial life is more important than ever.

That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.

If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.

Learn more here: edwardjones.com/Carefull?utm_term=1243947&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=1243947_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkyNjQ3OA%3D%3D

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

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121 E 1st Street
Sumner, IA
50674

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