In the 25-plus years I have been with Edward Jones, I am fortunate to have had the opportunity to develop deep relationships with many people. My clients have become like family to me, and it is with great appreciation that I’ve been able to attend 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 complete with branch office administrator, Sally McCullough, who provides 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 is an Edward Jones financial advisor.
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 important to me.
I look forward to meeting you and learning about your story – please give our office a call to begin!
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Traveling
- Gardening
- ATVs
- Camping
Personal Interests
- Spending Time with Family
- Traveling
- Gardening
- ATVs
- Camping
Office Information
Phone Number
Lori L Morgan at (360) 432-8965Branch Team
- Sally McCullough
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:30PM |
Friday | 08:00AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:30PM |
Friday | 08:00AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Branch Team
- Sally McCullough
- Sr. Branch Office Administrator
Branch Team
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