Sandy Morris Financial & Estate Planning Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high‑net‑worth clients through model portfolio management, discretionary asset management, and one‑on‑one consulting. The firm also facilitates estate‑planning work via a third‑party platform, offers participant account management for held‑away retirement plan accounts, and periodically issues newsletters and presents public seminars and workshops.
The firm places clients into model portfolios using an Investment Policy Statement, monitors those models regularly and rebalances quarterly when appropriate, and may recommend sub‑advisers to manage portions of client accounts. Sandy Morris Financial applies a mix of fundamental, technical and cyclical analysis and tailors investment restrictions and strategies to each client’s circumstances, with regular account reviews.
Compared with many peers, the firm’s marketing and client education approach is notable: it uses client testimonials (and may compensate clients for them), produces periodicals, and runs educational seminars and workshops — activities that are relatively uncommon for supported firms. The firm’s advisers are also licensed to sell insurance products and utilize third‑party platforms for estate planning and held‑away account management while avoiding custody, arrangements that can influence potential conflicts of interest and how services are delivered.
Client services
Expertise
Fee options
$0 - $249,999: 1.85% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.65% $1,000,000 - $1,999,999: 1.50% $2,000,000+: 1.00%
$300 per hour for consulting services
Account minimum: $10,000 Minimum fee: Minimum hourly fee for consulting services is $300
Main office
10015 Gallant Lane
Tampa FL 33625
Advisors at this office
4
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Fouad S
Series 65, Series 63
Tampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
Fouad Shahin is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients, offering model portfolio management, discretionary asset management, and estate-planning facilitation through third-party platforms. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and emphasizes client education through seminars, newsletters, and testimonials.
Steven Z
Series 63, Series 65
Tampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
Steven Zanolli is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and Morgan Stanley DW Inc., among others. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm emphasizes client education through newsletters, seminars, and workshops, using a blend of fundamental, technical, and cyclical analysis tailored to each client’s needs.
Anthony D
Series 66
Tampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.
Sandeva M
Series 65
Tampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
Sandeva Morris is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. She holds a Series 65 designation and has 16 years of industry experience. Her prior experience includes work with Global Financial Private Capital from 2011 to 2017. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and consulting. The firm incorporates fundamental, technical, and cyclical analysis, offers estate-planning facilitation via a third-party platform, and engages in client education through newsletters, seminars, and workshops.
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