Skip to Main Content

Sandi Morrison

Investment Consultant Senior Vice President
Office

843-717-8309

Cell

843-384-3271

Client Services Team

800-382-0564

woman headshot

About Sandi Morrison

Sandi Morrison has been helping clients manage and invest their wealth for more than 25 years. She began her career in rural Maine and attended the University of Maine at Augusta. Like many of her clients, she made her way to South Carolina later in life. An avid golfer, Sandi specializes in counseling clients on investing after life-changing events, including retirement, birth of children and grandchildren, and loss of a loved one. Sandi borrows from her own experience, and her clients appreciate her honesty, her practical insights and her compassion. Sandi has her FINRA Series 7 and Series 63 securities registrations held with LPL Financial, as well as her SC Life and Health Insurance license.