Lori L Morgan

In the 20-plus years I have been with Edward Jones, I am fortunate to have had the opportunity to develop deep relationships with so many people. My clients have become like family to me, and it is with great appreciation that I’ve been able to attend so many of their life events, including weddings, baby showers, retirement parties and memorial services. These strong connections are the foundation of my practice and the reason I look forward to every day.

I enjoy helping people reach their goals. Whether my clients are individual investors, part of a multi-generation family or small business owners, I work hard to ensure each person feels understood and in control of their future through the financial strategy we create together. I use an established process to find out what is important to them, and we then partner together throughout the years to help make their goals a reality.

As a female financial advisor, I also make a special effort to help women from all walks of life become confident and empowered investors. Single, female investors are tucked under my wings.

Our branch team is completed by branch office administrators, Sally McCullough and Sandy Voll, who provide diligent and caring service to our clients. Sally has been with Edward Jones since 2014. She is a mother of three, and her daughter-in-law recently became an Edward Jones financial advisor. Sandy has been with us since 2017, and comes from an insurance industry background. She enjoys volunteering as a means to connect with the community.

I have been an Edward Jones financial advisor since 2003 but joined the firm five years earlier as a branch office administrator. My husband, Jack, and I have three children and grandbabies that we adore. I support 'Love Inc. of Mason County', the YMCA here in Shelton and Habitat for Humanity, because helping those in need is so important to me.

I look forward to meeting you and learning about your story – please give our office a call to begin!