Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients, offering model portfolio management, discretionary asset management, and estate-planning facilitation through third-party platforms. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and emphasizes client education through seminars, newsletters, and testimonials.

Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.

Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.

Sandeva Morris is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. She holds a Series 65 designation and has 16 years of industry experience. Her prior experience includes work with Global Financial Private Capital from 2011 to 2017. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm incorporates fundamental, technical, and cyclical analysis, offers estate-planning facilitation via a third-party platform, and engages in client education through newsletters, seminars, and workshops.