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 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 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 McKeownFinancial Advisor


Scott GreeneCRPC®, Investment Advisor Representative


Steve ZanolliChief Compliance Officer


Daniel Villar Marketing Coordinator

Michelle Urena - Headshot - 2 - Website

Michelle UreÑa  Business Project Manager

Nina Irvine

Nina Irvine Advisor Support


Cameron ArehartAsset Management Coordinator


Marianne SmithDirector of Client Relations


Fernando Villanueva Systems Admin/IT Director


Melinda GuidaClient Service Specialist


Jenny GabickiNew Business Specialist

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

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