LeadIQ logo
Learn more at LeadIQ.com
Sandy Morris Financial and Estate Planning Services, LLC logo

Sandy Morris Financial and Estate Planning Services, LLC Employee Directory

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.

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
60

Minus sign iconPlus sign icon
  • United States Of America
    59
  • Canada
    1

Europe
12

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    12

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    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

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

Name
Title
Contact
Location
Last Update
  • Benefit Resource Representative at Sandy Morris Financial and Estate Planning Services, LLC
    B. M.
    Benefit Resource Representative
    Mobile Phone
    Oct 21, 2024
  • Company Secretary at Sandy Morris Financial and Estate Planning Services, LLC
    C. P.
    Company Secretary
    Mobile Phone
    UNITED KINGDOM, South Yorkshire
    Apr 22, 2024
  • Attorney at Sandy Morris Financial and Estate Planning Services, LLC
    M. K.
    Attorney
    Mobile Phone
    Jul 29, 2025
  • Benefit Coordinator at Sandy Morris Financial and Estate Planning Services, LLC
    D. M.
    Benefit Coordinator
    Mobile Phone
    Jul 31, 2026
  • Mortgage Consultant at Sandy Morris Financial and Estate Planning Services, LLC
    T. M.
    Mortgage Consultant
    Mobile Phone
    Aug 01, 2026

Frequently Asked Questions

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.

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.

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 September 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?

Minus sign iconPlus sign icon

As of September 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.