160 miles, mostly in the dark, every day for 25 years. That’s how far my father drove when I was growing up to work at the business he and my mom now own. They taught me that with hard work and dedication, you can achieve anything you desire. From an early age, I learned the value, rewards and sacrifices in building a successful business, as well as the importance of family and relationships.
As a financial advisor, my purpose is to change people’s lives, and the lives of their families, for generations to come. I strive to give people the confidence to celebrate life’s milestones and help them weather the inevitable challenges.
Using an established process, I build financial strategies specific to my clients’ goals. I begin by listening closely to my clients’ stories and plans to understand what is most important to them. Once the strategies are in place, I partner with my clients to help them continue to make wise financial decisions and stay on track. When advantageous for my clients, I regularly collaborate with their CPAs and attorneys, always maintaining confidentiality.
I was raised in in the small farming community of Silex, Missouri. I moved my practice from Pryor, Oklahoma to Mount Pleasant, Iowa when I married my husband, Alex Morley, a fellow Edward Jones financial advisor.
Outside of work, I enjoy being active through exercise, reading a good fiction book and spending time with family and friends. I strongly believe in helping and educating people in the community and volunteer with several nonprofits and community organizations.
As your financial advisor, I’d like you to think of me as the CFO of your dreams and goals. I can bring order and organization to your financial life. With the resources of Edward Jones, an industry-leading, company, behind me, I am confident that I can help you and your loved ones reach your long-term financial goals.
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Charitable Giving
- Insurance & Annuities
- Intergenerational Planning
My Personal Interests
- Animal Rescue
- Personal Fitness
- Spending Time with Family
Phone NumberPatricia L Morley at (319) 385-7081
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