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.

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Sandy Morris

President & CEO

Sandy Morris helps successful families take care of the people they love, the causes they care about, and help them to make a difference in the world. A 20 plus year veteran when it comes to working with all aspects of wealth management & retirement planning, she has helped thousands of families and individuals through her educational workshops, radios show (WFLA 970), “RETIREMENT TALK” TV Shows on NBC, CBS, and ABC, written thousands of successful retirement plans, and author of The Most Important Decisions You Will Make Over 50.

During Sandys career she has acquired a vast network of professionals nationwide that assist her in planning the financial aspects for successful families, business owners, executives, and entrepreneurs. Including CPAs, attorneys, Insurance professionals, and concierge medical professionals.

Sandy is the founder of Sandy Morris Financial, and Estate Planning Services, Sandy Morris Insurance Services, and also established Sandy Morris Virtual Family Office.

Wealth Management

Steve Zanolli Signature

Steve Zanolli Chief Investment Officer & Head of Wealth Management

Financial Advisors

Matt McKeown Signature

Matt McKeown Investment Advisor Representative

Operations

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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