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 UreÑa Business Project Manager
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.