As the founder of the Sandy Morris Financial Services, Sandy Morris has both the experience and
knowledge specific to retirement, tax and estate planning. She entered the financial industry because
of her unique ability to manage wealth and her passion for helping those about to enter retirement. As
president of Sandy Morris Financial, Sandy is able to maintain personal relationships with every client as
well as stay on the cutting edge of the industry.
Sandy Morris Financial Services is a full service financial advisory firm with over 1,000 clients in the
Tampa area alone. The company takes a comprehensive approach to retirement planning and can help
give you the security and flexibility you need to develop a custom retirement portfolio. This in-depth
knowledge and over 12 years of experience in investment management, retirement planning, tax planning,
estate planning and family financial planning, including long term care solutions, will provide the
diversity you need in realizing the retirement of your dreams. Sandy Morris Financial will meet and work
closely with you to evaluate your current financial health, set your retirement goals, strategize on how to
assist you in achieving your goals and walk you through every step of the implementation process.