Michael Joseph Valdes
Advisor at Merrill — Tampa, FL E Kennedy Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Tampa, FL 33602
Merrill
Institution
Michael Valdes is a Private Wealth Advisor and the founder and senior advisor of The Valdes Group at Merrill Private Wealth Management. Since joining Merrill in 1985, he has directed a team of advisors who cater to the distinctive needs of ultra-high-net-worth clients. Michael specializes in developing wealth management strategies, focusing on areas such as asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification to help clients pursue their investment goals.
Michael earned his Bachelor's degree from Loyola University in New Orleans, Louisiana. He holds the Personal Investment Advisor (PIA) designation and has been recognized nationally, including multiple listings on Forbes' "America's Top Wealth Advisors" and "Best-in-State Wealth Advisors" rankings. His expertise extends to managing the impact of macro-economic movements on investment returns, refining strategies in response to changing market conditions.
Born and raised in Tampa, Michael is married and has four daughters. He is involved in community philanthropic efforts including The V Foundation for Cancer Research, The Straz Center for the Performing Arts, St. Joseph's Hospital, Jesuit High School, the Academy of The Holy Names Softball program, and Christ the King Church. He has also managed youth softball teams that have achieved significant championships.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
104
Florida · Texas
40 years of industry experience
Bank Of America, N.a.
2009 - Present • 17 years
Tampa, FL
Merrill
1985 - Present • 41 years
Tampa, FL
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