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Sandy Morris Financial and Estate Planning Services, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Sandy Morris Financial and Estate Planning Services, LLC has about 10 employees across 4 continents, most of them in North America. By country, the largest groups are United States Of America (79%), United Kingdom Of Great Britain And Northern Ireland (16%) and India (1%). Banking and Finance make up over half of the profiles with a known department. Sandy Morris Financial and Estate Planning Services, LLC's workforce spans 5 departments. Sandy Morris Financial and Estate Planning Services, LLC's workforce fell 31% between January 2026 and November 2026.

Find Sandy Morris Financial and Estate Planning Services, LLC employees' phone numbers or email addresses

Sandy Morris Financial and Estate Planning Services, LLC Global Highlights

Location
Employees

North America
59

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  • United States Of America
    58
  • Canada
    1

Europe
12

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  • United Kingdom Of Great Britain And Northern Ireland
    12

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

North America accounts for 81% of Sandy Morris Financial and Estate Planning Services, LLC's workforce, followed by Europe (16%) and Asia (1%).

Sandy Morris Financial and Estate Planning Services, LLC's 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
  • 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

Sandy Morris Financial and Estate Planning Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Other
  • Legal
  • Program & Project Management

Banking is the largest department at 44% of profiles with a known department, down from 71% in January 2026, followed by Finance (22%, up from 21%) and Community & Social Services (11%, up from 7%).

Contact profiles from Sandy Morris Financial and Estate Planning Services, LLC

Name
Title
Contact
Location
Last Update
  • Owner, President at Sandy Morris Financial and Estate Planning Services, LLC
    G. G.
    Owner, President
    Mobile Phone
    Oct 17, 2024
  • Vice President at Sandy Morris Financial and Estate Planning Services, LLC
    A. S.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Director at Sandy Morris Financial and Estate Planning Services, LLC
    S. M.
    Director
    Mobile Phone
    Jun 01, 2026
  • Executive Director Of Operations & Marketing at Sandy Morris Financial and Estate Planning Services, LLC
    M. U.
    Executive Director Of Operations & Marketing
    Mobile Phone
    Dec 06, 2023
  • Director at Sandy Morris Financial and Estate Planning Services, LLC
    G. W.
    Director
    Mobile Phone
    UNITED KINGDOM, West Yorkshire
    Oct 31, 2023
  • Public Relations Director at Sandy Morris Financial and Estate Planning Services, LLC
    M. K.
    Public Relations Director
    Mobile Phone
    Oct 17, 2024
  • Manager at Sandy Morris Financial and Estate Planning Services, LLC
    J. C.
    Manager
    Mobile Phone
    Oct 16, 2024
  • Principal at Sandy Morris Financial and Estate Planning Services, LLC
    B. R.
    Principal
    Mobile Phone
    Aug 29, 2025
  • Mortgage Adviser at Sandy Morris Financial and Estate Planning Services, LLC
    C. H.
    Mortgage Adviser
    Mobile Phone
    Jul 07, 2026
  • Paraplanner at Sandy Morris Financial and Estate Planning Services, LLC
    R. T.
    Paraplanner
    Mobile Phone
    United Kingdom, Leeds
    Oct 21, 2026

Frequently Asked Questions

What are the largest departments at Sandy Morris Financial and Estate Planning Services, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 44% of profiles with a known department, down from 71% in January 2026, followed by Finance (22%, up from 21%) and Community & Social Services (11%, up from 7%). Sandy Morris Financial and Estate Planning Services, LLC's workforce spans 5 departments.

Where are Sandy Morris Financial and Estate Planning Services, LLC's employees located?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC has about 10 employees across 4 continents, most of them in North America. North America accounts for 81% of Sandy Morris Financial and Estate Planning Services, LLC's workforce, followed by Europe (16%) and Asia (1%). By country, the largest groups are United States Of America (79%), United Kingdom Of Great Britain And Northern Ireland (16%) and Canada (1%).

How has Sandy Morris Financial and Estate Planning Services, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC's workforce fell 31% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 71% to 44%.

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

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC has approximately 10 employees as of November 2026. These team members are located across 4 continents, including North America, Europe and Asia.

Who are Sandy Morris Financial and Estate Planning Services, LLC's key employees and leadership?

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As of November 2026, Sandy Morris Financial and Estate Planning Services, LLC's key employees include:

  • Owner, President: G. G.
  • Vice President: A. S.
  • Director: S. M.
  • Executive Director Of Operations & Marketing: M. U.
  • Director: G. W.

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

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC employees' email format typically follows the pattern of First@sandymorrisfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Sandy Morris Financial and Estate Planning Services, LLC email formats with LeadIQ.

What is Sandy Morris Financial and Estate Planning Services, LLC known for?

Minus sign iconPlus sign iconSandy Morris Financial and Estate Planning Services, LLC was founded in 2000 and operates in the Financial Services industry. You can contact Sandy Morris Financial and Estate Planning Services, LLC's main corporate office by phone at
+1-800-589-****
. Explore Sandy Morris Financial and Estate Planning Services, LLC's company overview page for more information.

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