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SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.Financial advisor in Tampa, FL

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. is a financial advisor at 10015 Gallant Ln, Tampa, FL 33625, ranked #40 of 300 financial planners in Tampa and rated 4.7 from 26 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Tampa, FLUpdated 0 paid placements in any rankingHow we rank

Call (813) 443-0879Website ↗

Key facts

Key facts about SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.
Address10015 Gallant Ln, Tampa, FL 33625Get directions
Phone(813) 443-0879
Websitesandymorrisfinancial.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating4.7 from 26 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Tampa and 12 towns within 25 miles: Town 'n' Country, Citrus Park, Westchase, Carrollwood Village, Egypt Lake-Leto, Carrollwood, Greater Northdale, Northdale, Oldsmar, Lake Magdalene, University and Cheval.

Based in Tampa, FLView on map

Opening hours

Opening hours for SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.

How is SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. ranked in Tampa?

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. is ranked #40 of 300 financial planners in Tampa by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.’s hours?

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. serve?

Serves Tampa and 12 towns within 25 miles: Town 'n' Country, Citrus Park, Westchase, Carrollwood Village, Egypt Lake-Leto, Carrollwood, Greater Northdale, Northdale, Oldsmar, Lake Magdalene, University and Cheval. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.?

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. has a rating of 4.7 from 26 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.?

Call SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. on (813) 443-0879. The business is at 10015 Gallant Ln, Tampa, FL 33625. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. (this business)—664.7 (26)NoNo
Trinity Wealth Management Group, Inc#12665.0 (24)NoNo0.7 mi
Maggi Tax & Wealth Advisors#13664.7 (64)NoNo6.3 mi
WealthKeel LLC#15665.0 (20)NoNo9.9 mi

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