Sandy Morris Financial and Estate Planning Services, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

At Sandy Morris Financial Services, we believe your financial journey deserves personal attention, clear strategies, and long-term partnership.

As a full-service financial advisory firm serving over 1,000 clients in the Tampa area, we specialize in creating custom retirement portfolios designed to provide both security and flexibility for your future.

With more than 25 years of experience in investment management, retirement planning, tax planning, estate planning, and family financial planning — including long-term care solutions — our team delivers the depth and diversity needed to help you realize the retirement you’ve always envisioned.

We take a hands-on, collaborative approach:

1. Evaluate your current financial health
2. Define clear retirement and wealth goals
3. Build a personalized, actionable plan
4. Walk with you through every stage of implementation

At Sandy Morris Financial, our mission is simple — to help you live your best life, with confidence in your 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

North America
76

United States Of America
73
Canada
3

Europe
13

United Kingdom Of Great Britain And Northern Ireland
13

Asia
1

India
1

Oceania
1

Australia
1

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

K. C.
Chief Executive Officer
Mobile Phone
Email
S. Z.
Chief Compliance Officer/Portfolio Manager
Mobile Phone
Email
D. B.
President
Mobile Phone
Email
S. V. D.
President
Mobile Phone
Email
L. L.
President
Mobile Phone
Email
R. B.
President
Mobile Phone
Email
A. M.
Founder
Mobile Phone
Email
S. M.
Financial & Investment Advisor | Retirement, Estate & Tax Planner | Ceo Of Sandy Morris Financial
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

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

Name

Title

Contact Info

Location

Last Update

C. E.
Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 24, 2025
N. I. A.
Office Administrator
Mobile Phone
Email
United StatesFlorida
Sep 08, 2025
C. H.
Mortgage Adviser
Mobile Phone
Email
Nov 20, 2025
J. P.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
A. N.
Financial Planning Assistant
Mobile Phone
Email
United StatesWisconsin
Sep 12, 2025
K. C.
Tax Associate
Mobile Phone
Email
United StatesWisconsin
Nov 19, 2025
R. T.
Paraplanner
Mobile Phone
Email
United KingdomLeeds
Nov 19, 2025
B. M.
Benefit Resource Representative
Mobile Phone
Email
Oct 21, 2024
C. A.
Brokers Assistant
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
D. S.
Servicing Financial Advisor
Mobile Phone
Email
United StatesFlorida
Feb 24, 2024

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. The company's main headquarters is located in 10015 Gallant Lane Tampa, Florida 33625 United States; 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 14 employees as of February 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 February 2026, Sandy Morris Financial and Estate Planning Services, LLC's key employees include:

Chief Executive Officer: K. C.
Chief Compliance Officer/Portfolio Manager: S. Z.
President: D. B.
President: S. V. D.
President: L. L.

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