Stephen R Morath

Our branch team values personal relationships based on a deep understanding of what's important to you. We then use a solutions-based approach tailored to your long-term goals and provide exceptional service while tracking your progress.

I joined Edward Jones as a financial advisor in 1999 with the desire to make a positive difference in the lives of our clients and became a limited partner at the firm in 2007. I have a bachelor's degree from Texas Tech University and a master's degree from Midwestern State University. I am now working under a retirement transition plan that will complete my career with the firm on September 30, 2022.

My wife, Lisa, and I are natives of Wichita Falls and our families have deep roots in the local area. We also have three adult children and three grandchildren that we like to spend time with.

I believe in giving back to others in our firm and do so by currently volunteering as a coach and mentor and previously as a visiting veteran and field trainer. Outside of Edward Jones, I am active in my church, serving as a greeter and a member of the finance committee. My wife has been a volunteer with Meals on Wheels for over 20 years.

My senior branch office administrator, Karen Beaman, has over 15 years of experience in our branch team and is dedicated to providing you with the highest level of service possible. Our clients can call on her with questions concerning their statement, dividends, stock certificates or their account in general.

Again, personal relationships are key in our view, so we go the extra mile to get to know our clients, their families, expectations and goals. We schedule meetings regularly with our clients and, in addition, host quarterly birthday lunches for our retired clients as well as a Valentine luncheon for our widowed and single female clients.