Michael Valdes has provided wealth management services and strategies to ultra-high-net-worth individuals since 1985 when he joined Merrill. His experience with asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification help him to pursue a client’s investment goals with insight and steady resolve. A disciplined portfolio manager, he closely monitors the impact of macro-economic movements on investment returns, refining strategies, and tactics in light of changing market themes.
A recognized leader in wealth management, Valdes has earned national recognition as a Financial Advisor. He applies the knowledge he has gained from more than three decades of integrated wealth management.
In September 2019, he was named to Forbes “America’s Top 250 Wealth Advisors” list for the fourth consecutive year. In January 2020, Forbes named Michael to the “Best-in-State Wealth Advisors” list, ranking number one in North Florida for the third consecutive year. He was also named to Financial Times “Top 400 Financial Advisers” list in 2018. In 2016 and 2015, WealthManagement Magazine honored Michael as one of the "Top 100 Wirehouse Advisors."