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Insights

Client base expansion Target the firm as a potential client for wealth management and retirement planning services in the Tampa area, highlighting their 1000+ client footprint to position scalable advisory capabilities and personalized retirement portfolios.

Tech stack leverage Leverage their current technology footprint (WordPress, Google Cloud, Microsoft 365, WP Engine) to offer digital-first advisory solutions, secure client portals, and integrated financial planning tools that enhance client experience and back-office efficiency.

Growth financing needs With revenue in the mid-range and a small team, identify opportunities for modular, scalable services such as outsourced compliance, cybersecurity, and back-office automation to support growth without overhauling their core model.

Service diversification Position complementary services like tax planning, estate planning, and long-term care planning as cross-sell opportunities to deepen wallet share among existing clients and attract new ones seeking holistic planning.

Competitive positioning Differentiate through personalized, hands-on retirement planning and long-term partnership messaging to compete with larger firms by emphasizing agility, customization, and client-centric advisory approaches tailored to the Tampa market.

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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