The Valdes Group Private Wealth Advisors

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Michael J. 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 a 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 diverisfication methods in pursuing taget investment returns. A devoted student of the markets, he closely monitors the impact of macro-economic movements on investment returns. Michael has received many independent accolades including being recognized by Barrons's magazine as one of "America's Top 1000 Financial Advisors" and by Registered Rep Magazine as one of the top 100 Wirehouse Advisors in the US. Earlier this year, Michael was also named to Financial Times Top 400 Financial Advisors. Michael earned his Bachelor's dgeree from Loyola Univeristy in New Orleans, Louisiana. He was born adn raised in Tampa, Florida, and is married with four daughters. Michael is involved in a number of community philanthropies, including The V Foundation, The Straz Center for the Performing Arts, St. Joseph's Hospital, and Jesuit High School. For the past eight years, he has coached Little League Girls Softball. After multiple state titles, Michael's team advanced to the World Series Final in 2011. In 2013, he managed the South Tampa Girls Junior All-Star Softball team as it advanced and won the World Series Championship televised on ESPN. Disclosure: *Asset Allocation does not ensure a profit or protect against loss in declining markets. *Merrill Lynch Personal Investment Advisory"®" is a registered trademark of Bank of America Corporation.


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®). Patrick, is specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisory "®" Program. As a Portfolio Manager in the prgram, he can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance.

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.

*Chartered Retirement Planning Counselor "" and CRPC"®" are registered service markes for the College of FInancial Planning.


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, CFP®
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.

*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal tax professional. *Certified Financial PLanner Board of Standards, Inc. owns the certification marks CFPSM, CERTIFIED FINANCIAL PLANNER(TM) and CFP"®" in the U.S., which it awards to individuals who successfullly complete CFP Board's initial and ongoing certification requirements.


Phone: (813) 273-8639 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

Rebecca Mangual-Reyes
Sr Financial Analyst



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

Chelsea Sabo
Reg Private Wealth Assoc



Chelsea is the newest addition to the Valdes Group, joining Merrill Lynch in 2014. Chelsea relocated from Pittsburgh, Pennsylvania, where she worked as a licensed banker with PNC since 2010. She grew up in East Palestine, OH, a small town in the Youngstown area and graduated Cum Laude from Geneva College with a B.S. in Business Administration.


Phone: (813) 273-8508 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

Michael Shimberg, CFP® is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
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