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portrait of Diana L Morrison
FINANCIAL ADVISOR

Diana L Morrison

2300 W Fm 544 Suite 250, Wylie, TX 75098opens in a new window
Serving clients of all asset levels
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About Diana

I spent much of my adult life in operations and cost management for Frito-Lay. It was a great leadership experience and gave me the ability to work with some really terrific people with sets of goals and experiences very different from my own. I feel that it has made me appreciate what others have to offer to a greater ability.

At our branch, we strive to make your goals our goals. The most important part of serving the community is to help our clients and friends have a financial strategy that protects the ones that they love and care for the...

Focus Areas

  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Work History

  • Edward JonesMay 2010 to Current

Education

  • Dallas Baptist UniversityBachelor of Arts and Science

Personal Interests

  • Community Outreach
  • Culinary Arts
  • Gardening
  • Chess

Team Members

  • Steve Beene
    Sr. Branch Office Administrator
  • Lisa Marlow
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(972) 412-3020

Fax

(877) 420-8867

Office Address

2300 W Fm 544 Suite 250
Wylie, TX 75098opens in a new window

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