Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Meet Your Team

Sandy Morris Financial & Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, president and 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 1,000 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.


Sandy Morris

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.

Wealth Management

Steve Zanolli Signature

Steve Zanolli Chief Investment Officer & Head of Wealth Management

Financial Advisors

Matt McKeown Signature

Matt McKeown Investment Advisor Representative


Michelle Urena - Headshot

Michelle Ureña

Client Services

Jenny Gabicki Signature

Jenny GabickiNew Business Specialist

Ready to
Safeguard Your Future?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Or give us a call at 1.800.589.5534