Anais Morris, Financial Services Professional with NYLIFE Securities LLC

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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 am a Financial Services Professional who is passionate about helping families and mission-driven organizations build financial strength and create more sustainable futures. My practice stands at the intersection of financial wellness, community impact, and sustainability; providing financial education and personalized strategies that help people and organizations protect what they have built, prepare for the future, and use their financial resources with greater intention. 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 Company 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

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?...
10/31/2026

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?
Disability Insurance may help replace a portion of your income during a covered disability.
Let's connect and talk about protecting what matters most.

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.

You're building your career, paying your bills, and planning for the future.But if a covered disability prevented you fr...
10/29/2026

You're building your career, paying your bills, and planning for the future.
But if a covered disability prevented you from working, would you have a strategy to replace your income while you recover?
Let's connect and talk about protecting what matters most.

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.

Rent, student loans, and everyday expenses don't pause when life takes an unexpected turn. If a sickness or injury leads...
10/25/2026

Rent, student loans, and everyday expenses don't pause when life takes an unexpected turn. If a sickness or injury leads to a disability event that keeps you from working, an interruption in income can quickly create financial stress.
Individual Disability Insurance can help protect your income, which may help address financial challenges during a covered disability. Let's connect and talk about protecting what matters most.

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.

The apartment. The routine. The financial commitments you've taken on as your career moves forward.An unexpected sicknes...
10/22/2026

The apartment. The routine. The financial commitments you've taken on as your career moves forward.
An unexpected sickness or injury could affect your ability to work—and your income.
The right protection can help you maintain the lifestyle you've worked hard to build and help address income replacement needs when the unexpected happens.
Let's connect and talk about protecting what matters most.

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.

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event c...
10/19/2026

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event caused by a sickness or injury impacts your ability to work—an important financial consideration you can make at this stage in your career.
Let's connect and talk about protecting what matters most.

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.

Californian breakfast: avocado toast with trumpet mushrooms and Nicasio Valley Brie
10/17/2026

Californian breakfast: avocado toast with trumpet mushrooms and Nicasio Valley Brie

Your biggest financial asset might not be what you own today—it might be your ability to earn an income.The raises, prom...
10/16/2026

Your biggest financial asset might not be what you own today—it might be your ability to earn an income.
The raises, promotions, and career growth ahead of you may be worth far more than your current savings. Yet many people don't think about protecting that income until a sickness or injury causes a covered disability that keeps them from working.
Protect what powers your financial future.
Let’s connect and talk about protecting what matters most.

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.

Sometimes…I go over board preparing breakfast for my daughter 👧🏽
10/07/2026

Sometimes…I go over board preparing breakfast for my daughter 👧🏽

She grew so fast!
10/02/2026

She grew so fast!

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage ...
09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

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

Telephone

+17079405491

Website

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