As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. Our team uses an established process to bridge the gap between what can be controlled and what matters most.
My 28-plus years industry experience, over 23 of those years with Edward Jones, has equipped me to assist client's complex needs and work with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.
When working with small business owners, individuals and families, my team and I commit to:
* Proactive communication to keep you informed
* Building a roadmap for your financial priorities
* Identifying and mitigating risks to your strategy
*Organizing your personal finances to create simplicity and purpose
My Branch Office Administrator, Mary Bachman, and I have been together since I joined the firm in September 1999. She is dedicated to providing the highest level of service possible. She and her husband, Don, live in Walker, LA. They love camping and spending time with their grandchildren.
My wife, Cindy, and I live in Baton Rouge, LA, where we raised our three grown children, Claire, Josh and Noelle. We both sit on the board for the Baton Rouge Wheelchair Tennis Association and sponsor/run the annual Hallowheel Pickleball, Tennis and Wheelchair Tennis Tournament benefitting wheelchair athletes. We love playing pickleball and spending time with our four grandchildren, Easton, Maverick, Ave Grace and Lee Anne.
My team and I are committed to providing personal service, focused on your specific needs. Together, we will work to achieve your goals and ensure that you feel understood, informed, in control and secure about your future.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Spending Time with Family
- Active Lifestyle
- Football
- Baseball
Personal Interests
- Community Outreach
- Spending Time with Family
- Active Lifestyle
- Football
- Baseball
Office Information
Phone Number
Tex J Morris at (225) 928-8659Branch Team
- Mary Bachman
- 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 - 03:00PM |
Friday | 08:00AM - 03:00PM |
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 - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Mary Bachman
- Sr. Branch Office Administrator
Branch Team
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