Michael Newcomer serves as Paraplanner for Sandy Morris Financial and Estate Planning Services. He works with the Investment Advisor Representatives and the Paraplanning team to build and deliver in-depth plans to help clients meet their retirement goals. Prior to joining Sandy Morris Financial, he worked as a General Lines Insurance Broker.

Michael holds a Bachelor degree  in Journalism/Business Management from Stony Brook University, Series 65 securities license, FL 2-15 Life, Health and Variable Annuity Agent license and FL 2-20 Property and Casualty General Lines Agent License.

If Michael were a business quote: “Planning is bringing the future into the present so that you can do something about it now.”                                                                                                                                                                                                – Alan Lakein