NAPLES, Fla. — The financial services industry and the Naples community are mourning the unexpected passing of Andrew Vallozzi, CFP®, CRPC™, CSRIC®, a respected and compassionate financial advisor who served as Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He was widely known for his unwavering commitment to client care and his thoughtful approach to financial planning.
Vallozzi, a graduate of the University of Wisconsin–Madison and the College for Financial Planning, built a career defined by professionalism, purpose, and a passion for helping others. Over the years, he earned multiple prestigious certifications and became a trusted advisor to countless individuals and families striving to create long-term financial security and legacy.
In his role with The Corbin Group at Merrill Lynch, Vallozzi brought more than financial acumen—he brought empathy, integrity, and an uncommon ability to listen. His approach went far beyond numbers; he took the time to understand each client’s unique goals, values, and aspirations. Clients described him as a steady hand through turbulent markets and a reassuring voice in moments of personal uncertainty.
A strong advocate of ESG (Environmental, Social, and Governance) investing, Vallozzi worked with clients to align their portfolios with personal values, proving that financial success and positive social impact could go hand in hand. His thoughtful, strategic planning combined with his sincere and approachable nature earned him admiration not only from clients but also from peers within the firm.
Colleagues remember him as a mentor and a leader—a professional who brought both intellect and kindness to every conversation. “Andrew wasn’t just a financial advisor—he was someone you could count on in life,” one associate remarked. “He built relationships, not just portfolios.”
The loss of Andrew Vallozzi leaves a profound void in the Merrill Lynch community and beyond. His impact will be felt for years to come in the lives of the families he served, the coworkers he inspired, and the causes he championed.
He is survived by a devoted family and a wide circle of friends, clients, and colleagues who are heartbroken by his passing.
Details regarding memorial services will be shared by the family in the coming days. In the meantime, those who knew Andrew are invited to honor his memory by reflecting on the values he lived by—compassion, service, and a deep commitment to helping others achieve their goals.
