Meet Your Team
Sandy Morris Financial and Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, President & Founder, and her team of advisors have over 20 years of combined experience helping retirees and pre-retirees in the Tampa Bay area. They have helped over one thousand Florida families “Get Retirement Right the First Time”. The advisors at Sandy Morris Financial help ensure their clients receive all the assistance they need not only in developing their retirement income strategy, but in maintaining it throughout their retirement.
President & CEO
Sandy is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Sandy holds life, health and variable annuities licenses in Kentucky and Florida. She has passed the Series 65 securities exam and is an Investment Adviser Representative.
Sandy is the host of the TV show “Retirement Talk With Sandy Morris” on NBC Channel 8 News , CBS 10 News, and ABC Channel 28. She has also been featured in Forbes and on WDUV, WDAE and WFLA 970.
Sandy and her husband, Joe, reside in the Avila Country Club Neighborhood of Tampa. In her free time, she enjoys cooking, playing the piano and fly fishing. She has one son, Clinton, and four grandchildren, Bristol, Hunter, Lucy, and Charlie.
Heather Penrod, crpc® Chief Operations Officer
Steve Zanolli Chief Compliance Officer & Head of Wealth Management
Cameron ArehartAsset Management Coordinator
Matt McKeown Investment Advisor Representative
Marketing & Information Technology
Michelle Ureña Director of Marketing & Strategics Projects
Melinda GuidaClient Service Specialist
Jenny GabickiNew Business Specialist
Advisor Support & Scheduling
Nina Irvine Advisor Support
Val ChavesScheduling Coordinator
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.