The Valdes Group Private Wealth Advisors

Our Latest Thinking

Our Latest Thinking

See what BofA Merrill Lynch Global Research experts have to say and start a conversation with your Private Wealth Advisor Team.

View All of Our Latest Thinking
Michael Valdes
Private Wealth Advisor



Michael Valdes has provided wealth management services and strategies to ultra-high-net-worth individuals since 1985, when he joined Merrill Lynch. As the leader of the Valdes Group, he directs a Private Banking and Investment Group team that caters to the distinctive needs of affluent clients.

In his role as Portfolio Manager in the Merrill Lynch Personal Investment Advisory © Program, Michael applies a number of asset allocation models, concentrated stock management strategies and diversification methods in pursuing target investment returns. A devoted student of the markets, he closely monitors the impact of macro-economic movements on investment returns.

Michael has achieved Merrill Lynch’s highest recognition, Circle of Champions, for 11 consecutive years through 2011. In 2011 and 2010, Barron’s Magazine recognized Michael as one of “America’s Top 1,000 Financial Advisors.1

Michael earned his Bachelor’s degree from Loyola University in New Orleans, Louisiana.

Michael was born and raised in Tampa, Florida, and is married with four daughters. He supports a number of community philanthropies, including The V Foundation, The Straz Center for the Performing Arts, Saint Joseph’s Hospital, and Jesuit High School. Michael has enjoyed coaching his daughters’ softball teams in Palma Ceia Little League, highlighted by a second place finish in the 2011 World Series.

________________________________________

1In its February 21, 2011, and February 22, 2010 issues, Barron's magazine published its Top 1,000 Advisors list, which recognizes top financial advisors in all 50 states and the District of Columbia. Financial advisors considered for Barron's "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the financial advisor rankings include: client balances, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.


Phone: (813) 273-8544 Download V-Card

Patrick Griffith
Senior Financial Advisor



Patrick Griffith joined Merrill Lynch in 1993. He has held several roles within the firm, including six years as a producing branch manager. Within the Valdes Group, Patrick focuses on portfolio management and analytical analysis of individual equities and strategic models.

Patrick holds the Chartered Retirement Planning CounselorSM designation (CRPC®). He is a Portfolio Manager in the Merrill Lynch Personal Investment AdvisorySM Program (PIA), a program is for specially qualified financial advisors who use client-approved discretion to manage client portfolios. Within Merrill Lynch, Patrick has received Recognition Club honors for fifteen consecutive years through 2011.

A graduate of the Wharton School of Business of the University of Pennsylvania, Patrick also holds an M.S. from Villanova University.

Patrick lives in Safety Harbor with his wife and their two sons. Within his community, Patrick has served as a baseball coach and President of his local Little League.


Phone: (813) 273-8565 Download V-Card

Jessica Valenti
Private Wealth Manager



Jessica joined Merrill Lynch and The Valdes Group in 1994.

Within the team, Jessica focuses on corporate executive services, including the exercising and financing of equity stock options, restricted Rule 144/145 equity transactions, and the management and administration of 401(k) retirement plans. Jessica also coordinates the analysis of high-net-worth money managers and alternative investments, as well as the team’s allocations to these entities.* In addition, she serves as the Equity New Issue Syndicate Coordinator for the Tampa office.

Jessica is a graduate of the University of South Florida, where she earned her Bachelor’s and Master’s degrees. She lives in Tampa with her boy/girl twins.

*Some or all alternative investments may not be suitable for certain investors


Phone: (813) 273-8512 Download V-Card

Michael Shimberg
Wealth Management Advisor



Michael Shimberg began working at Merrill Lynch in 2003 as a financial advisor. Four years later, he joined the Valdes Group. Within the team, he works closely with ultra-affluent clients to address cash flow management, legacy planning strategies, estate coordination, and tax minimization strategies.

Michael has an extensive financial services background. He began his career in 1994 at a public accounting firm, where he audited financial companies. In 1998, Michael moved to a regional brokerage, pursuing his interest in capital markets and portfolio management.

A graduate of Bucknell University, Michael earned a B.S. in Accounting. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

A Tampa native, Michael returned to his roots with his wife Ramona and their two children. He is active in his community, supporting St. Joseph’s Hospital Foundation; Academy Prep, a preparatory school for underprivileged children; and the United Way.


Phone: (813) 273-8639 Download V-Card

Veronica Massey



Veronica Massey has worked in financial services since 2006. She began her career at Franklin Templeton, focusing on client service and operations. In 2008, Veronica moved to Merrill Lynch, where she supported a wealth management team; her range of responsibilities included account opening and maintenance, rebalancing of discretionary accounts, and aligning investment strategies to reflect risk tolerances.

In 2012, Veronica joined the Valdes Group as a Senior Financial Analyst. Her duties include researching market trends, monitoring client portfolios, assessing performance analytics, and reviewing investment allocations.

Veronica holds a B.S. from Florida State University. She lives in Tierra Verde, Florida.


Phone: (813) 273-8570 Download V-Card

Kimberly A. Bunting
Sr Private Wealth Assoc



Kim has worked within the financial services industry since 1985 with experience at Kennedy Capital Management, UBS/Paine Webber and A. G. Edwards. In 1995, she was hired into the Merrill Lynch Chicago branch and in 1996, relocated to Florida to join the Valdes Group. Kim is a Senior Private Wealth Associate who brings years of experience and a storehouse of knowledge in providing clients with the highest level of service. Kim holds a B.S. from DePaul University. Originally from St. Louis, Kim lives in Oldsmar with her husband and two sons.


Phone: (813) 273-8513 Download V-Card

Mary Ann Clabaugh
Sr Private Wealth Assoc



Mary Ann began her career in the brokerage industry in 1995, working at Hilliard Lyons in Zanesville, Ohio, and then in the Merrill Lynch Toledo, Ohio, office. Upon relocating to Florida, she joined A. G. Edwards in Clearwater and subsequently joined the Valdes Group in 2006. As a Senior Private Wealth Associate, Mary Ann focuses on providing clients with personalized service. Originally from Ohio, Mary Ann is a mother of two and lives in Belleair Shores.


Phone: (813) 273-8518 Download V-Card

Tom Folinus
Registered Client Associate



Tom is the newest member of the Valdes Group; he joined the team in 2012 as a Registered Private Wealth Associate. He previously worked as a Financial Solutions Advisor in Merrill Lynch’s Edge Advisory Center in Jacksonville, Florida. Tom was born and raised outside of Boston, Massachusetts, and moved to Florida to attend The University of Tampa. He earned a B.S. in Finance, graduating Cum Laude in the Honors program. He lives in Tampa.


Phone: (813) 273-8505 Download V-Card

Rebecca Mangual-Reyes
Reg Private Wealth Assoc



Rebecca joined The Valdes Group in 2013 after transferring from another Merrill Lynch office. As a Registered Private Wealth Associate, she focuses on delivering responsive and detailed client service, as well as operational support. Rebecca graduated from Saint Leo University in 2010 with a B.A. in Business Administration, concentrating in Accounting. She has six years of financial industry experience with Wells Fargo and three years of insurance experience with Nationwide Insurance. She is a native of Florida and lives in Zephyrhills with her husband.


Phone: (813) 273-8514 Download V-Card

Michael Valdes is registered to do business in:AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MO, NC, NE, NJ, NM, NV, NY, OK, OR, PA, TN, TX, VA, WI, WV, WY

Patrick Griffith is registered to do business in:AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WV, WY

Jessica Valenti is registered to do business in:AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, VA, WY

For questions regarding registration information please contact your Financial Advisor.
576BDC19 (SCD*******801)