In 2011, I began my Edward Jones career as a branch office administrator right here in the University Avenue office. Today, I serve the community as the financial advisor of that same office.
I earned a bachelor's degree in math and attended the University of Pittsburgh to earn a master's degree in math as well.
Originally from Pittsburgh, PA, my husband, Jason, and I have lived in the city of Rochester since 2007 with our two children, Charles and Louisa.
My branch office administrator, Mary Hunt, has years of experience and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call on her with any administrative questions concerning your statements, dividends, stock certificates or your accounts in general.
We will do our best to meet with you when it's convenient for you because we recognize the challenging needs of your business and your lives. Relationships are key, and in our view, meeting face to face builds strong relationships.
Focus areas
- Retirement Savings Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
- LGBT Finances
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Cooking
- Football
- Music
- Social Responsibility
- Art Museums
Office Information
Phone Number
Carla M Morris at (585) 271-3808Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00AM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Web Conferencing
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Branch Team
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