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Katrina Morris, Financial Advisor

FINANCIAL ADVISOR
Katrina Morris

CFP®, AAMS™, CRPC™
700 East Second Street, Alice, TX 78332opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Katrina

We are passionate about understanding our clients' values and goals. That's why every recommendation and plan is based on what's most important to you. Once we understand your priorities, I will help you identify specific financial goals and develop strategies to help you work toward achieving them.

I began my Edward Jones career in 2014 as a financial advisor in Alice, Texas. Since then, I've had the honor of serving my community as a financial advisor, a Rotarian, a chamber ambassador, as the president of Alice Parks and Recreation, and as a member of The Dream Come True Foundation of...

Work History

  • Edward JonesMarch 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Hofstra UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Cooking
  • Gardening
  • Reading

Team Members

  • Beverly Petersen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(361) 664-5227

Fax

(855) 644-7660

Office Address

700 East Second Street
Alice, TX 78332opens in a new window

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