Andrew E. Carrillo
Andrew Carrillo is the President and Founder of Barnett Capital Advisors. He began his career at Ameriprise Financial Services Inc. but decided to depart from the firm because he felt sick to his stomach when he learned about the conflicts of interest and limited product selection that he could offer his clients for their retirement. He realized how much being an independent financial advisor could benefit his current and future clients.
Throughout his career, Andrew 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 Adviser, Andrew 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.
He completed his undergraduate at Florida State University with a Bachelor’s Degree in International Affairs with a focus in Finance. He has also completed 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 institution's.
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.
Bachelors Degree Finance/International Affairs FSU
Wharton School of Business Portfolo 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