We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

Our Team

Andrew E. Carrillo

CFP®, AWMA®, CRPC® CERTIFIED FINANCIAL PLANNER professional

Andrew Carrillo is the President and Founder of Barnett Capital Advisors. He began his career at a Fortune 500 firm but decided to depart when he realized how much being an Independent Financial Advisor could benefit his current and future clients.

Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.

Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.

As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.

His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Education

  • Bachelors Degree Finance/International Affairs Florida State University
  • Wharton School of Business Portfolio Management & Investment Strategies Program
  • Certified Financial Planner™ (CFP®)
  • Accredited Wealth Management AdvisorSM (AWMA®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • FINRA Series 66 Investment Advisor License
  • Dave Ramsey Endorsed Local Provider/ SmartVestor Pro

To view Andrew’s  CFP® profile click here 

Melissa Perez Rizzo

Melissa Perez Rizzo has over 6 year of administrative office experience. She provides exceptional client services and processing of new accounts, fund transfers, and other client service needs, she also supports the office by providing administrative functions of customer service and support our CFP and advisors.

Melissa oversees the operational and service-related aspects of our team’s client relationships. She is responsible for account maintenance, relationship building and providing clients with a high level of service, speaks both English and Spanish perfectly, and is eager to help answer any questions clients or prospective clients may have.

If you have any questions about our services or would like to book a meeting feel free to call Melissa.

Ramon A. Muchacho

Lawyer graduated from Andrés Bello Catholic University (UCAB, 1995), he studied postgraduate in Financial Law. In 1998 he completed a Master’s in Management at the business school of Emory University , in Atlanta , Georgia ,  He was elected Mayor of Municipality Chacoa in Venezuela from 2013 to 2017.

He’s been investing in markets for over 20 years as an advisor to close friends and family.  He brings years of experience and shares the Barnett Capital Advisors long term investment philosophy.

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