Andrew Cappello
Managing Director, Senior Financial Advisor
- Role
- Senior Financial Advisor, Managing Director at Merrill Lynch
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Andrew Cappello
Andrew Cappello began his career in 1981 at Paine Webber and moved to Smith Barney Harris Upham in 1983. After 30 years at Smith Barney, he and his team, The Cappello Group, joined Merrill in July 2012. Andrew holds the titles of Managing Director and Senior Financial Advisor. In his role, Andrew develops portfolio, wealth planning, and wealth transfer strategies for high net worth individuals, families, business owners, and non-profit organizations. Within Merrill\'s Investment Advisory Program, Andrew is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.Andrew holds FINRA Series 3, 7, 8, 63 and 65 registrations, as well as a license in Variable and Life insurance. Andrew has been named to various industry recognition lists including: Barron\'s \"America\'s Top Financial Advisors\" in 2012 (Published on February 20, 2012. Rankings based on data as of September 30, 2011), the 2024 and 2025 Forbes \"Best-in-State Wealth Advisors\" list (Published annually in January - April. Rankings based on data as of June 30 of prior year), and the 2023, 2024 and 2025 Forbes \"Best-in-State Wealth Management Teams\" list as a member of The Cappello Group (Published annually in January. Rankings based on data as of March 31 of the prior year).*Andrew was born and raised in Tampa, Florida. He earned his Bachelor\'s degree in Business Administration from the University of South Florida in 1979. Andrew is a Senior Member of Palma Ceia Golf & Country Club, the University Club of Tampa, and Ye Mystic Krewe of Gasparilla.
Experience
Senior Financial Advisor, Managing Director
Jul 2012 — Present
Education
University of South Florida
Bachelor's Degree
1974 — 1979
Skills
- Investments
- Asset Allocation
- Asset Management
- Alternative Investments
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