Edward Jones - Financial Advisor: Morgan Owens, CFP

I tried to make a basic financial planning meeting with my husband and basically was told I dont have enough assets. It was so incredibly disrespectful and demeaning do not go here.
Jan 23rd, 2024

I don't recommend things very often, but when I receive exceptional service, service which goes above and beyond what could reasonably be expected, then I am happy to do so. Morgan Owens is my financial advisor. Not only has he helped me grow my portfolio by quite a bit over the last 5 years, he has spent hours helping my family understand how things work when someone dies. He did this free of charge, with no expectations. Honestly, this man is a gem. If you need financial services, and believe me you do, call Morgan.
Jul 21st, 2022

Morgan Owens, I feel, goes above and beyond what I would expect from a financial advisor. The way he communicates is catered to how I understand things. He is beyond professional but yet personable at the same time. His wonderful assistant LaRae, does an excellent job of keeping me up to date on my calendar appointments with Morgan and is very pleasant to work with as well. I would never go anywhere else after receiving the services from this office. I highly recommend.
Mar 30th, 2022

Morgan is AMAZING! He has taken the time to explain children's custodial accounts to us even though the accounts aren't huge sums of money. I have friends with 100's of thousands with other advisors that aren't treated this well.
Dec 25th, 2018

Dec 4th, 2018