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 Profile
| Providing sound investment opportunities for individuals and small businesses, Sam Morocco takes care of long-term financial needs. As President and CEO of Morocco Wealth Advisors, LLC, Morocco adds value to his clients’ assets, establishing spending and savings plans unique to each account. A graduate of John Carroll University, Sam Morocco started working in financial services, investments, and insurance as an agent representative. Within his second year, Morocco was promoted to staff manager and became a “Top Three” producer in an office of 20 representatives. Morocco built his solid client base through honest business practices. New clients seeking Sam Morocco’s advice come from client referrals and positive reviews. Holding the senior executive roles of President and CEO, Sam Morocco creates unique health and life insurance plans to fit his clients’ needs. Morocco outlines investment opportunities and monitors savings plans. Morocco Wealth Advisors, LLC is the Life and Health Insurance representative for the Valley Lead Group, a professional networking association that offers business leads and only allows one company per category into its membership. From 1978 to 1987, Morocco was a member of the National Association of Life Underwriters, a life and health insurance agent representation organization. Morocco acquired designation from the College of Financial Planning, which provides top financial advisors with educational resources. Sam Morocco also earned a three-year membership into The Million Dollar Round Table, an international association for top financial professionals. Morocco Wealth Advisors has sponsored a wine tasting and auction to benefit the Beatitude House, which provides Christian counseling for families, couples, and individuals. Outside of his life insurance and investment work, Sam Morocco is dedicated to many charities and church programs. He and his wife support Catholic Charities and act as a Marriage Encounter Sponsor Couple, helping other couples seek a dynamic, sacramental marriage. Samuel Morocco is also a local chairman for the American Red Cross and a volunteer youth basketball, baseball, and football coach for his children’s teams.
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