Steve Zanolli has extensive insight in the areas of financial planning and product knowledge. He is also highly proficient in the areas of financial regulation and suitability.
He joined Sandy Morris Financial as chief compliance officer and chief portfolio manager in 2010.
As chief investment officer, he is responsible for all compliance activities and oversight for the company. He works closely with the Operations team to ensure business priorities and compliance requirements are aligned.
As head of Wealth Management, he is directly responsible for managing all investment strategies and investment processes and analyzing client portfolios. He is focused on keeping client-related investment costs down and positioning portfolios to target the greatest expected return relative to the level of risk taken.
Steve has experience in several best-practice financial planning and investment software platforms, utilizing them to ensure the greatest value to our clients.
Steve enjoys working for Sandy Morris Financial because he enjoys being a part of a team that puts its clients' best interests first. For him, the most rewarding part of the job is helping clients accumulate and grow the resources they need to fund a fulfilling and meaningful retirement.
Steve holds a Bachelor of Arts degree from the University of South Carolina, he has passed the Series 7 and Series 65 securities exams, and he holds his FL 2-15 life, health and variable annuity agent license.
In his free time, Steve enjoys spending time with his family, playing basketball, golfing, riding his bike and spending time out with his two dogs.
If Steve were a business quote: “Someone’s sitting in the shade today because someone planted a tree a long time ago”
– Warren Buffett