As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so I can balance it with the steps necessary to reach your long-term goals.
I'm a Wisconsin native, born and raised in Eau Claire with my three siblings and wonderful parents. My family owns a local music store that has been in business since 1957. I attended St. Cloud State University and graduated with a double major in communications and Spanish. I had the amazing opportunity to live abroad in Costa Rica and have traveled to numerous Spanish-speaking countries including Peru, Mexico, Nicaragua and Panama.
Prior to joining Edward Jones, I worked for a small estate planning firm out of my hometown. I've always wanted a career where I can help people and I've truly found that with Edward Jones. I have come to love my new home in River Falls, and officially moved to my own location in November of 2020. I am excited to be adding to my branch team and partnering with my clients' local professionals to provide exemplary service.
Being involved in the community is really important to me! I serve as a board member for the local American Association of University Women (AAUW), River Falls Gymnastics Club and Rotary International. I also engage with the River Falls Chamber, Young Professionals of the St. Croix Valley and the St. Croix Valley Girls networking group. Through community involvement, I hope to promote financial literacy among all generations and improve the overall financial health of my community.
When I'm not working, I am planning my next trip abroad, coaching gymnastics at the River Falls Gymnastics Club or spending time with family and friends.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
My Personal Interests
- Community Outreach
- Coaching Sports
- Movies & Entertainment
Office Address714 N Main Street Unit A
River Falls, WI 54022
Phone NumberKendra Morgan at (715) 629-1116
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