Barnett Capital Advisors Team

At Barnett Capital Advisors, our team is dedicated to providing wealth management strategies that are 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@barnettcapitaladvisors.com • 305-328-8538

Andrew Carrillo is a Certified Financial Planner and the President and Founder of Barnett Capital Advisors. He began his career at a Fortune 500 firm but soon decided to become an Independent Financial Advisor, recognizing it would better serve his clients.

Throughout his career, he has earned several designations, including Certified Financial Planner™ (CFP^®), Accredited Wealth Management Advisor^SM (AWMA^®), and Chartered Retirement Planning Counselor^SM (CRPC^®). These titles require advanced financial planning studies and adherence to a strict professional code.

The CFP designation, in particular, holds great respect in the industry because it emphasizes competence, ethical conduct, and clear client communication. As a CFP designee, Andrew ensures that his clients consistently receive top-tier care.

Furthermore, in his role as both a Certified Financial Planner designee and Investment Advisor, Andrew Carrillo upholds the fiduciary standard, which represents the highest legal obligation for client care. He always prioritizes his clients’ interests, firmly believing that their success is his own.

He holds a degree in International Affairs, focusing on Finance, from Florida State University. Additionally, he completed the Portfolio Management and Investment Strategies Program at the Wharton School of the University of Pennsylvania.

His client base primarily consists of high-net-worth individuals, families, retirees, pre-retirees, and institutions.

Outside of work, Andrew enjoys spending time with his family. Moreover, he continually stays up-to-date on economic and financial topics. Although he was born in New York, he has lived in South Florida for 20 years and currently resides 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 Advisor^SM (AWMA^®)
Chartered Retirement Planning Counselor^SM (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@barnettcapitaladvisors.com • 305-328-8538 Ext 2

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

ramon.muchacho@barnettcapitaladvisors.com

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.