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 help change people’s lives, and the lives of their families, for generations to come.
My Branch Office Administrator, Lynn Zook, a native of Henry County, and I are passionate about empowering our community. Helping people have 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. And in May of 2022, we welcomed our son, Parker!
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 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.
Focus areas
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Charitable Giving
- Insurance & Annuities
- Intergenerational Planning
Focus Areas
- 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
- Traveling
- Crafts
Personal Interests
- Animal Rescue
- Personal Fitness
- Spending Time with Family
- Traveling
- Crafts
Office Information
Phone Number
Patricia L Morley at (319) 385-7081Branch Team
- Lynn Zook
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Lynn Zook
- Branch Office Administrator
Branch Team
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