The Cappello Group

Merrill Lynch Wealth Management
101 E Kennedy Blvd
Tampa, FL 33602
(813) 273.8623
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Cappello Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Andrew Cappello
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Barron's "Top 1,000 Advisors State by State" (Prior to 2014), 2012
(Published on February 20, 2022. Rankings based on data as of September 30, 2011.)
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The Cappello Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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Meet Our Team
Andrew Cappello
Managing Director, Senior Financial Advisor
813.273.8623
Christie Roberts,

CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
813.273.8624
Drew Cappello,

CFA, CPFA™

Vice President, Wealth Management Advisor
813.273.8652
Ann Vakalis
Officer, Registered Senior Wealth Management Client Associate
813.273.8625
Engy Alfred
No Officer Title, Registered Senior Wealth Management Client Associate
813.273.8682
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
John Langley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #226413
Darrell Hawkins
Wealth Management Banking Specialist
Merrill
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.