As an Edward Jones financial advisor, it’s important to invest my time in understanding what is most important to you. We will work together to create a personalized strategy to help you reach your goals. We strive to make the best possible recommendations by working closely with your CPA and local estate attorney and focusing on your risk tolerance and long term goals. At some point, you will stop contributing to your retirement plan and start using it as an income source; let me help get those plans in place. We believe in quality, long term investments and annual reviews to help make sure you are still on track.
I am originally from Paradise, Texas. I have lived in Graham since 2012, when I began my career as an Edward Jones financial advisor. My wife, Stacie, and I have two boys: Lane and Luke. We are members of Oak Street Baptist Church. Whether it is working around our farm or attending our kid's activities, our family enjoys being outdoors.
Active in the community, I am an active member of the Graham Kiwanis Club, Chamber Ambassadors, 4-H Youth Development Program Area Committee and serve on the Graham CVB board of directors.
I earned a Bachelor of Science degree from Sam Houston State University in 2008. I became a limited partner of Edward Jones in 2019. I continually seek professional growth opportunities in order to provide financial advice for your situation.
My team includes a branch office administrator, she is experienced and well-trained to take care of client needs. Melanie Morgan is very dedicated to the service of all of our clients. She spends her free time with her husband, Brandon, and her two children, Kayden and Kelby.
Melanie and I strive to provide the best service possible to all of our clients. We view the relationships with our clients more as a partnership and friendship; we want to partner with you to help you achieve your financial goals.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address452 Oak St
Graham, TX 76450
Phone NumberKyle Anderson at (940) 549-5192
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