The financial sector is grieving the unexpected loss of Andrew Vallozzi, CFP®, CRPC™, CSRIC®, a reputable and caring financial advisor who held the position of vice president and senior financial advisor at Merrill Lynch Wealth Management in Naples, Florida.
Andrew Vallozzi was not just a financial expert—he was a leader, a teacher, and a committed supporter for individuals aiming to establish significant, lasting financial futures. Andrew, a graduate of both the University of Wisconsin–Madison and the College for Financial Planning, possesses several prestigious certifications.
During his remarkable career, Andrew was recognized for his client-centered approach, dedicating time and attention to comprehend the distinct objectives, values, and requirements of every individual and family he collaborated with. In his role as a senior advisor with The Corbin Group of Merrill Lynch Wealth Management, he enabled clients to not only accumulate wealth but also to connect their financial strategies with their individual goals and aspirations for the future.
Andrew also advocated for impact investing and ESG approaches, assisting clients in achieving financial success while contributing positively to society. His considerate, tactical mindset and friendly, sincere nature established him as a reliable confidant to numerous individuals.
Colleagues recall Andrew as a rare professional with integrity, compassion, and intellect. Clients referred to him as a reliable presence during challenging times and an advocate for their goals.
He is remembered by his cherished family, colleagues, and numerous clients who viewed him as not just an advisor but also as a friend and companion in the journey of life.
Information regarding services and memorials will be provided by the family in a timely manner. The Merrill Lynch community and all who knew Andrew grieve this significant loss while honoring a life dedicated to empowering others.
