Sandy Morris Financial and Estate Planning Services, LLC is an independent financial services firm founded by Sandy Morris, a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®. The firm operates as an independent practice affiliated with Raymond James Financial Services, Inc., leveraging the resources of a larger institution while providing personalized client service. The company's mission is to offer a comprehensive, client-centric approach to wealth management, helping individuals and families with retirement planning, estate planning, and managing their investments to achieve their long-term financial goals.

Founded in

United States