Sandy Morris Financial & Estate Planning Services, LLC

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Client assets under management

$183,125,945

Clients

767

6% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

256

Very High

Average account size

$238,756

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

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Annuities

Fee options

Percentage

$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%

Project-based

$300 per hour for consulting services

Other

Account minimum: $10,000 Minimum fee: Minimum hourly fee for consulting services is $300

Main office location

Sandy Morris Financial & Estate Planning Services, LLC

10015 Gallant Lane

Tampa FL 33625, United States

Number of offices

Most active in

Florida

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 813-443-0879

Advisors at this firm

Fouad S

Series 63, Series 65

Tampa, FL

Sandy Morris Financial & Estate Planning Services, LLC

Fouad Shahin is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. He holds Series 63 and Series 65 licenses and has experience with Northwestern Mutual and New York Life firms, as well as managing his own investment business. Shahin has been with Sandy Morris Financial & Estate Planning Services since 2026. Sandy Morris Financial & Estate Planning Services 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 offers estate-planning facilitation, participant account management for held-away retirement plans, and conducts newsletters, seminars, and workshops as part of its client education efforts.

Annuities

Steven Z

Series 63, Series 65

Tampa, FL

Sandy Morris Financial & Estate Planning Services, LLC

Steven Zanolli is a financial advisor with Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. His work history includes roles at LPL Enterprise, LLC, Pruco Securities LLC, and GF Investment Services, LLC, along with extensive tenure at Sandy Morris Financial entities. Sandy Morris Financial & Estate Planning Services provides investment advisory services to individuals, including high-net-worth clients, through model portfolio management, ongoing asset management, and consulting. The firm also offers educational content and facilitates estate planning via a third-party attorney platform.

Annuities

Sandeva M

Series 65

Tampa, FL

Sandy Morris Financial & Estate Planning Services, LLC

Sandeva Morris is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with her current firm since 2015. Prior to that, she was associated with Global Financial Private Capital and Sandy Morris Financial LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individuals, including high-net-worth clients, through model portfolio management, ongoing asset management, and consulting. The firm also offers educational content such as newsletters and seminars, and facilitates estate-planning work via a third-party attorney platform.

Annuities

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