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Insights

Affluent Retirement Focus Medium-sized financial services firm serving over 1,000 clients in the Tampa area with a specialization in customized retirement portfolios, indicating opportunities to cross-sell retirement planning enhancements, long-term care solutions, and wealth protection services.

Experience and Depth Over 25 years of investment management, retirement planning, tax planning, and estate planning experience presents a strong negotiating point for expanding services such as tax-efficient withdrawal strategies, estate transfers, and comprehensive family financial planning.

Tech Stack Leverage Current use of WordPress, Shopify, Google Cloud, Microsoft 365 and related tools suggests openness to digital transformation, marketing automation, client portal enhancements, and data-driven advisory services that can be upsold.

Growth and Revenue Revenue in the $10–$25 million range with a sizable client base and a medium employee count indicates potential for scalable service lines, partner programs, and expanded advisory capacity, including managed services or fiduciary oversight expansion.

Competitive Benchmarking Operating in a market with large players like MassMutual, Schwab, and Northwestern Mutual offers a pathway to differentiate through personalized retirement coaching, family financial planning, and tailored LTC solutions, presenting opportunities for strategic alliances or niche targeting.

Similar companies to Sandy Morris Financial and Estate Planning Services, LLC

Sandy Morris Financial and Estate Planning Services, LLC Tech Stack

Sandy Morris Financial and Estate Planning Services, LLC uses 8 technology products and services including WordPress, Shopify, Microsoft 365, and more. Explore Sandy Morris Financial and Estate Planning Services, LLC's tech stack below.

Sandy Morris Financial and Estate Planning Services, LLC's Email Address Formats

Sandy Morris Financial and Estate Planning Services, LLC uses at least 3 email formats:
Sandy Morris Financial and Estate Planning Services, LLC Email FormatsExamplePercentage
First@sandymorrisfinancial.comJohn@sandymorrisfinancial.com
75%
FLast@sandymorrisfinancial.comJDoe@sandymorrisfinancial.com
15%
First.Last@sandymorrisfinancial.comJohn.Doe@sandymorrisfinancial.com
10%

Frequently Asked Questions

What is Sandy Morris Financial and Estate Planning Services, LLC's phone number?

Minus sign iconPlus sign icon You can contact Sandy Morris Financial and Estate Planning Services, LLC's main corporate office by phone at
+1-800-589-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sandy Morris Financial and Estate Planning Services, LLC's official website and social media links?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC's official website is sandymorrisfinancial.com and has social profiles on LinkedIn.

How much revenue does Sandy Morris Financial and Estate Planning Services, LLC generate?

Minus sign iconPlus sign icon As of September 2026, Sandy Morris Financial and Estate Planning Services, LLC's annual revenue is estimated to be $10M - $25M.

What is Sandy Morris Financial and Estate Planning Services, LLC's NAICS code?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Sandy Morris Financial and Estate Planning Services, LLC have currently?

Minus sign iconPlus sign iconAs of September 2026, Sandy Morris Financial and Estate Planning Services, LLC has approximately 10 employees across 4 continents, including North America, Europe and Asia. Key team members include Owner, President: G. G., Vice President: A. S. and Director: S. M. Explore Sandy Morris Financial and Estate Planning Services, LLC's employee directory with LeadIQ.

What industry does Sandy Morris Financial and Estate Planning Services, LLC belong to?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC operates in the Financial Services industry.

What technology does Sandy Morris Financial and Estate Planning Services, LLC use?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC's tech stack includes WordPress, Shopify, Microsoft 365, Google Fonts API, Google Cloud, Microsoft, WP Engine and Yoast SEO.

What is Sandy Morris Financial and Estate Planning Services, LLC's email format?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC's email format typically follows the pattern of First@sandymorrisfinancial.com. Find more Sandy Morris Financial and Estate Planning Services, LLC email formats with LeadIQ.

When was Sandy Morris Financial and Estate Planning Services, LLC founded?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC was founded in 2000.
Sandy Morris Financial and Estate Planning Services, LLC logo

Sandy Morris Financial and Estate Planning Services, LLC

Financial ServicesFlorida, United States2-10 Employees

Sandy Morris Financial and Estate Planning Services, LLC operates in the Financial Services industry and is based at 10015 Gallant Lane, Tampa, Florida 33625, United States. It is a full-service financial advisory firm serving more than 1,000 clients in the Tampa area. The firm provides investment management, retirement planning, tax planning, estate planning, family financial planning, and long-term care planning, and focuses on creating custom retirement portfolios. With more than 25 years of experience across these disciplines, the team offers depth to support clients' financial goals. The firm uses a hands-on, collaborative process that includes evaluating a client's financial health, defining clear goals, building a personalized plan, and guiding implementation, aligned with a mission to help clients live with confidence in their financial future.

Section iconCompany Overview

Phone number
+1-800-589-****
Website
sandymorrisfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Sandy Morris Financial and Estate Planning Services, LLC's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Owner, President at Sandy Morris Financial and Estate Planning Services, LLC
    G. G.
    Owner, President
    Mobile Phone
  • Vice President at Sandy Morris Financial and Estate Planning Services, LLC
    A. S.
    Vice President
    Mobile Phone
  • Director at Sandy Morris Financial and Estate Planning Services, LLC
    S. M.
    Director
    Mobile Phone
  • Executive Director Of Operations & Marketing at Sandy Morris Financial and Estate Planning Services, LLC
    M. U.
    Executive Director Of Operations & Marketing
    Mobile Phone
  • Director at Sandy Morris Financial and Estate Planning Services, LLC
    G. W.
    Director
    Mobile Phone

Employee Directory

  • Public Relations Director at Sandy Morris Financial and Estate Planning Services, LLC
    M. K.
    Public Relations Director
    Mobile Phone
  • Manager at Sandy Morris Financial and Estate Planning Services, LLC
    J. C.
    Manager
    Mobile Phone
  • Principal at Sandy Morris Financial and Estate Planning Services, LLC
    B. R.
    Principal
    Mobile Phone
  • Mortgage Adviser at Sandy Morris Financial and Estate Planning Services, LLC
    C. H.
    Mortgage Adviser
    Mobile Phone
  • Paraplanner at Sandy Morris Financial and Estate Planning Services, LLC
    R. T.
    Paraplanner
    Mobile Phone

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