Drew Cappello (BSBA, MSF ’14) | August 2025

Cappello was named to the 2025 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. He is Senior Vice President and Wealth Management Advisor at Merrill Lynch in Tampa.

Cappello began his career at J.P. Morgan Private Bank in Palm Beach, FL where he worked for 3 years prior to joining Merrill in 2017. In his role, Drew works closely with clients to develop customized financial strategies while providing ongoing advice and guidance. Within the team, he is also responsible for relationship management, investment analysis and performance reporting.

Cappello is a Chartered Financial Analyst® (CFA®) Charterholder and holds the Certified Plan Fiduciary Advisor®, CPFA® designation. He holds FINRA Series 7, 63, and 65 registrations as well as a license in Variable Life and Health insurance. He was named to the 2023, 2024, and 2025 Forbes “Best-in-State Wealth Management Teams” list as a member of The Cappello Group.