How has Sandy Morris Financial and Estate Planning Services, LLC's team size changed over time?

Sandy Morris Financial and Estate Planning Services, LLC's team has decreased from approximately 16 to 12 employees based on available data.

Sandy Morris Financial and Estate Planning Services, LLC Employee Directory

Q: What is the largest department at Sandy Morris Financial and Estate Planning Services, LLC?

The largest department at Sandy Morris Financial and Estate Planning Services, LLC is Human Resources with 2 employees.

Financial ServicesFlorida, United States11-50 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.

Sandy Morris Financial and Estate Planning Services, LLC Global Highlights

North America
68

United States Of America
67
Canada
1

Europe
13

United Kingdom Of Great Britain And Northern Ireland
13

Asia
3

India
3

Oceania
1

Australia
1

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

G. G.
Owner, President
Mobile Phone
Email
A. S.
Vice President
Mobile Phone
Email
S. M.
Director
Mobile Phone
Email
M. U.
Executive Director Of Operations & Marketing
Mobile Phone
Email
M. C.
Director
Mobile Phone
Email
G. W.
Director
Mobile Phone
Email
M. K.
Public Relations Director
Mobile Phone
Email
J. C.
Manager
Mobile Phone
Email

Sandy Morris Financial and Estate Planning Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Accounting
Administrative
Other
Legal
Program & Project Management

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

Name

Title

Contact

Location

Last Update

G. G.
Owner, President
Mobile Phone
Email
Oct 17, 2024
A. S.
Vice President
Mobile Phone
Email
Oct 21, 2024
S. M.
Director
Mobile Phone
Email
Jun 01, 2026
M. U.
Executive Director Of Operations & Marketing
Mobile Phone
Email
Dec 06, 2023
M. C.
Director
Mobile Phone
Email
United KingdomEngland
Oct 21, 2025
G. W.
Director
Mobile Phone
Email
UNITED KINGDOMWest Yorkshire
Oct 31, 2023
M. K.
Public Relations Director
Mobile Phone
Email
Oct 17, 2024
J. C.
Manager
Mobile Phone
Email
Oct 16, 2024
B. R.
Principal
Mobile Phone
Email
Aug 29, 2025
C. H.
Mortgage Adviser
Mobile Phone
Email
Jul 07, 2026

Frequently Asked Questions

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

Sandy Morris Financial and Estate Planning Services, LLC was founded in 2000 operates in the Financial Services industry; you can contact the 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.

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

Sandy Morris Financial and Estate Planning Services, LLC employees' email format typically follows the pattern of . 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.

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

Sandy Morris Financial and Estate Planning Services, LLC has approximately 11 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

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

As of July 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: M. C.

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Sandy Morris Financial and Estate Planning Services, LLC Employee Directory

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