Growing up, I watched my dad, who was in the banking business, build relationships with his clients and help them with one of the most personal sides of their lives – money. While working toward a finance degree from Oklahoma State University, I was introduced to both Edward Jones and the idea of working with clients as a financial advisor, and I loved both. I started taking any course I could to help me both serve my clients in the future and work for a company that would back me in that pursuit. As graduation neared, I interviewed with firms that work one on one with individuals and was immediately attracted to the integrity and values that make Edward Jones such a wonderful company. I joined Edward Jones in 2004 and the opportunity to build relationships and impact our clients in a meaningful way couldn't be a better fit.
As an Edward Jones financial advisor, I believe it's important to understand what you're working toward before you invest your money. We work to build relationships with families to help them set goals based on their needs and put in place personalized strategies to reach their goals. We partner with our clients and their families throughout their lives to help keep them on track.
On a personal note, my wife, Lindsey, and I have three children, James, Kinley and Mallory. We stay active with the kids, are involved in our church and enjoy camping together. As an Eagle Scout, my son and I remain active in the Boy Scouts in America.
While Judy and I are here to serve you, we're not alone. Thousands of people and advanced technology support our home office so we can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, I can help you develop a complete tailored strategy for achieving your financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
Phone NumberJoshua D Morris at (918) 258-1254
|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|
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