Anais Morris, Financial Services Professional with Nylife Securities LLC

Anais Morris, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
149 Stony Circle Suite #200
Santa Rosa, CA 95401
(707) 569-7109
My California Insurance license number is 4475059

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to f...
06/18/2026

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may cost less than a single policy. https://bcove.video/2GUz2cs

Collette chose well, Blossom likes the violin too!
06/11/2026

Collette chose well, Blossom likes the violin too!

Why pay for more protection than you need? Give me a call to discuss how we can put together customized protection for y...
06/09/2026

Why pay for more protection than you need? Give me a call to discuss how we can put together customized protection for your family that fits the bill.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Let’s talk!
06/06/2026

Let’s talk!

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can...
06/05/2026

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can feel overwhelming, sometimes all it takes is the right financial strategy to pull it off. Need help? Reach out and let's talk.

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing ...
05/29/2026

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

When it comes to your financial future, isn't it better to make sure all your bases are covered? This Disability Insuran...
05/22/2026

When it comes to your financial future, isn't it better to make sure all your bases are covered? This Disability Insurance Awareness Month, reach out to learn how individual disability insurance from New York Life can help supplement government programs or enhance your employer benefits, so you can have peace of mind knowing you're fully covered.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

From sickness to injuries, a disabling event can take many forms. That's why we offer customized solutions to better pro...
05/15/2026

From sickness to injuries, a disabling event can take many forms. That's why we offer customized solutions to better protect what matters most to you. From length of coverage to partial disability riders, reach out today to learn how you can be better protected with New York Life.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

05/07/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life ca...
05/06/2026

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life can help.

Address

149 Stony Point Road Ste 200
Santa Rosa, CA
95403

Opening Hours

Monday 9am - 2:30pm
Tuesday 9am - 2:30pm
Wednesday 9am - 2:30pm
Thursday 9am - 2:30pm
Friday 9am - 2:30pm

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