Edward Jones - Financial Advisor: Katrina Morris, CFP®|ChFC®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Katrina Morris is a Certified Financial Planner (CFP®) and financial advisor based in Alice, Texas. She provides investment guidance and financial planning services to individuals and families in the local community. Katrina specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes personalized, face-to-face consultations to help clients achieve their financial goals.

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