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portrait of Lori L Morgan
FINANCIAL ADVISOR

Lori L Morgan

AAMS™
1717 Olympic Hwy N Suite 100, Shelton, WA 98584opens in a new window
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About Lori

In the 25-plus years I have been with Edward Jones, I am fortunate to have had the opportunity to develop deep relationships with many people. My clients have become like family to me, and it is with great appreciation that I’ve been able to attend many of their life events, including weddings, baby showers, retirement parties and memorial services. These strong connections are the foundation of my practice and the reason I look forward to every day.

I enjoy helping people reach their goals. Whether my clients are individual investors, part of a multi-generation family or small business owners, I work...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Charitable Giving

Work History

  • Edward JonesSeptember 1998 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Gardening
  • ATVs
  • Camping

Team Members

  • Sally McCullough
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(360) 432-8965

Fax

(866) 462-4528

Office Address

1717 Olympic Hwy N Suite 100
Shelton, WA 98584opens in a new window

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