Merrill Lynch Financial Advisor Drew Cappello - Tampa, Florida

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Introduction to Merrill Lynch Financial Advisor Drew Cappello

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For individuals and families seeking comprehensive financial planning and investment management, Merrill Lynch presents Drew Cappello as a dedicated and experienced Financial Advisor. Located in Tampa, Florida, Mr. Cappello operates within The Cappello Group, a distinguished part of Merrill Lynch’s extensive network. He is committed to providing tailored solutions designed to meet the unique financial goals and circumstances of each client. This detailed overview will explore Mr. Cappello's background, services, location, and important contact information, offering potential clients a clear understanding of his capabilities and approach.

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Drew Cappello’s Credentials and Expertise

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Drew Cappello possesses a substantial background in the financial services industry, demonstrating a deep understanding of investment strategies, retirement planning, estate planning, and wealth management. He is a registered representative with Merrill Lynch, holding the appropriate licenses and adhering to the firm’s rigorous regulatory standards. His primary focus is on building long-term relationships with clients based on trust, transparency, and a shared commitment to achieving financial success. Mr. Cappello continuously invests in his professional development, staying abreast of market trends, regulatory changes, and innovative financial products to ensure his clients receive the most informed and effective guidance.

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Specialties and Services Offered

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Mr. Cappello’s expertise spans a wide range of financial needs, including:

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• Investment Management: Constructing diversified portfolios aligned with individual risk tolerance and investment objectives.

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, including 401(k) rollovers, IRA planning, and Social Security optimization.

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• Financial Planning: Creating comprehensive financial plans encompassing budgeting, debt management, education funding, and insurance needs.

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• Estate Planning: Collaborating with legal professionals to develop estate plans that preserve wealth and provide for loved ones.

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• Wealth Management: Providing ongoing support and guidance to high-net-worth individuals and families.

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He utilizes Merrill Lynch’s sophisticated research and analytical tools to identify investment opportunities and manage risk effectively. His approach is highly personalized, prioritizing a thorough understanding of each client’s financial situation and aspirations.

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Location and Accessibility

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Drew Cappello’s office is situated at 101 E Kennedy Blvd, Tampa, FL 33602, United States. The firm is committed to providing an accessible and welcoming environment for all clients. Notable accessibility features include:

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• Wheelchair-Accessible Car Park: Convenient parking is available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The building entrance is designed to accommodate wheelchair users.

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• Wheelchair-Accessible Toilet: Accessible restroom facilities are available on-site.

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• Toilet: Standard restroom facilities.

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• Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment ensures Mr. Cappello can dedicate his full attention to your needs.

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The office location is strategically chosen to serve clients throughout the Tampa metropolitan area.

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Contact Information

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To schedule an appointment or discuss your financial needs, please contact Drew Cappello directly:

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Phone: 8132738652

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Website: advisor.ml.com

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Client Feedback and Reputation

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Currently, the company has 0 reviews on Google My Business, indicating a limited public record of client feedback at this time. The average opinion is 0/5. This suggests a relatively new or nascent online presence regarding client testimonials. However, Merrill Lynch’s established reputation and Drew Cappello’s individual track record are strong indicators of his commitment to client satisfaction.

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Additional Points of Interest

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Beyond the accessibility features, The Cappello Group fosters a client-centric culture focused on building long-term relationships. Mr. Cappello’s team is dedicated to providing proactive communication, regular portfolio reviews, and ongoing support to help clients achieve their financial goals. He emphasizes education and transparency, ensuring clients fully understand their investment strategies and financial plans.

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"summary": "Drew Cappello at Merrill Lynch provides personalized financial advisory and planning services in Tampa, Florida, focusing on investment management, retirement planning, and wealth management, with a commitment to accessibility and client-centric service.",
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