Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Sandy Morris Financial & Estate Planning Services, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

sandy-morris

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 and CBS 10 News, and she has been featured in Forbes and on WDUV, WDAE and WFLA 970.
Sandy and her husband, Joe, reside in Indian Shores, Florida. In her free time, she enjoys cooking, playing the piano and fly fishing. She has one son, Clinton, and two grandchildren, Bristol and Hunter.

Matt-McKeown

Matt McKeownFinancial Advisor

Scott-Greene

Scott GreeneCRPC®, Investment Advisor Representative

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Robert BelkaAssociate Advisor

Linda-Hyman

Linda Hyman Human Resources/Office Manager

Steve-Zanolli

Steve ZanolliChief Compliance Officer

Nina Irvine

Nina Irvine Advisor Support

Cameron-Arehart

Cameron ArehartAsset Management Coordinator

Marianne-Smith

Marianne SmithDirector of Client Relations

Crystal Lewis

Crystal LewisParaplanner

fernando

Fernando VillanuevaSystems Admin/Digital Media Coordinator

jenny

Jenny GabickiNew Business Specialist

melinda

Melinda GuidaClient Service Specialist

daniel

Daniel Villar Marketing Coordinator

Michelle Urena - Headshot - 2 - Website

Michelle UreÑa  Business Project Manager

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.

Or give us a call at 1.800.589.5534