Rachel
Miller
Sandy Morris Financial & Estate Planning Services, LLC
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About this Advisor
Rachel Miller is a financial advisor based in Tampa, Florida, working with Sandy Morris Financial & Estate Planning Services, LLC. Rachel has previously held positions at Sandy Morris Financial & Estate Planning Services, LLC, The Tampa Edition, The Ritz-Carlton Orlando, Geico, The Walt Disney Company, and was a student at Western Kentucky University. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Rachel is part of Sandy Morris Financial & Estate Planning Services, LLC, which operates out of Tampa, Florida. The firm has 1 office and 10 employees. The firm manages assets totaling $152.0 million and serves high-net-worth clients. The services offered by the firm include 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
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Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details
$152,033,063
10
670
$226,915
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rachel Miller Work History
Sandy Morris Financial & Estate Planning Services, LLC
The Tampa Edition
The Ritz-Carlton Orlando
Geico
The Walt Disney Company
Student At Western Kentucky University
Disclosures
Please visit the SEC profile of Rachel Miller 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
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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