In 2008, I joined Edward Jones at our home office in St. Louis. After years of training and coaching financial advisors, I developed a strong desire to help people in our community achieve their most important financial goals. I'm so grateful for this opportunity.
We want our practice to be one big family, where we are invested in your life and you know us just as well. My team and I are committed to understanding what's most important to our clients through thoughtful and consistent communication.
We best serve clients who are looking for advice and want someone to partner with them through their life to reach their goals. We also best serve clients who are open about their short- and long-term goals and their entire financial picture. We provide an ideal experience by building out those goals on a personal dashboard and using an established process to reach those goals incrementally.
We approach the opportunity to serve our clients with positive energy, enthusiasm and a deep desire to help them create their ideal lifestyles. We love working with people who are hungry for success.
Lastly, we don't believe in intimidating financial jargon. You can expect direct, candid and common-sense explanations from us on how all of these pieces work together to achieve what is important to you.
Outside of my role with Edward Jones, I serve on the board of directors with the Women's Foundation of Greater St Louis to empower women and girls in our community toward financial freedom. My husband, Erik, and I have young twins, Cooper and Marley.
We would appreciate an opportunity to meet with you.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberKate Morrison at (314) 909-4792
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