Sandy Morris Financial & Estate Planning Services, LLC
Sandy Morris Financial & Estate Planning Services, LLC (CRD# 187519) is a financial advisory firm headquartered in Tampa, FL. They manage $137,599,857 in 864 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts864ACCOUNTS
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Average Account Value$159,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL
William Blackston (CRD# 5898822) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Sandeva Morris (CRD# 4637943) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 13 years of experience in the finance industry.
Steven Zanolli (CRD# 4253364) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 22 years of experience in the finance industry.