Michael
Abbott
Sandy Morris Financial & Estate Planning Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Abbott is a financial advisor based in Tampa, Florida, working with Sandy Morris Financial & Estate Planning Services, LLC. Michael has previously held positions at T Rowe Price, Fly Bar And Restaurant, Timpano Italian Chophouse, Pruco Securities LLC, The Prudential Insurance Company Of America, and Walser Wealth Management Company, A Limited Liability Company. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Sandy Morris Financial & Estate Planning Services, LLC, which operates out of Tampa, Florida. The firm has 6 employees and manages assets totaling $137.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sandy Morris Financial & Estate Planning Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details
$137,599,857
6
864
$159,259
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Abbott Work History
Walser Wealth Manageement Company, A Limited Liability Company
Pruco Securities LLC
The Prudential Insurance Company Of America
T Rowe Price
Fly Bar And Restaurant
Timpano Italian Chophouse
Disclosures
Please visit the SEC profile of Michael Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandy Morris Financial & Estate Planning Services, LLC
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
