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Samuel
Morocco

new to bigsight

Poland, Ohio

Strategic advisor, motivated manager, and experienced leader Samuel Morocco builds lasting client relationships in his role as CEO of Morocco Wealth Advisors, LLC. Morocco proposes spending opportunities and savings techniques for several accounts in the investment advice industry. Driven by honest business practices, Samuel Morocco offers total asset planning.

Morocco has handled investments and life insurance as a senior-level executive for over a decade. As President, Samuel Morocco has increased production by 25 percent by generating new accounts through referrals and positive reviews. Working closely with an eight-person team at John Hancock Life Insurance Company, Morocco was promoted to staff manager by his second year as an agent with John Hancock Life Ins. Co. Morocco achieved the office’s highest award, MVP, in 1979, and was a “Top Three” producer in an office of 20 representatives. While working his way through the ranks of the financial services company, Morocco received designation from the College of Financial Planning, an education resource for the nation’s top financial advisors.

Samuel Morocco served as a member of the National Association of Life Underwriters, an organization representing life and health insurance agents, from 1978 until 1987. Representing the world’s premier financial professionals, The Million Dollar Round Table was earned by Morocco three-years in a row. Samuel Morocco was the Chairman of his local chapter of the American Red Cross Board of Directors and contributes to the St Vincent de Paul society. Morocco and his wife provide foster care to newborns, as well as marriage counseling for couples, through his church. Morocco is also a lecturer and public speaker.


Samuel Morocco's Schools

Samuel Morocco's Companies

  • Morocco Wealth Advisors, LLC 1999
    President / CEO
    Handle peoples Investments, Life Ins., Do Planning for them, advise on spending and saving their money,taking care of their financial needs,monitor their investments. Build lasting client relationships thru honesty,integrity and adding value.Get new clients thru referrals and prospecting and thru annual client reviews. CFP-Designation from College of Financial Planning- 1990. NALU Member 1978-1987. MDRT-Member three times;NQA-5 times. Managed 8 man staff and incresed production by 25%. Achieved MVP-1979-Office Highest Award.Qualified for Company Production Clubs-12 times. Promoted to Staff Manager after my 2nd year as Agent. Was in the Top 3 Produces in a Office of 20 Reps.

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