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The Valdes Group

Private Wealth Advisors

101 E KENNEDY BLVD

TAMPA, FL 33602

813.273.8544

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About us

The Valdes Group

The Valdes Group works with ultra-affluent individuals, families, and institutions to address their wide-ranging wealth management needs. We recognize that substantial wealth brings distinctive opportunities and challenges. We work exclusively with affluent clients so that we can focus our service model on delivering a boutique experience, customized strategies, and nuanced recommendations that such clients require. As members of the Private Banking and Investment Group at Merrill Lynch, we offer services and strategies that are institutional in scale, but personal in service. Our team is dedicated to advancing client interests through investment management, wealth transfer strategies, and lifestyle services. We are privileged to serve an unusual and elite client base whose success has intensified the complexity of their financial affairs, but who still value the personal warmth and attention that we prioritize.

Clients

Clients come to us at critical junctures in their financial lives. Often, their wealth management needs have grown exponentially, mirroring their professional and personal accomplishments. Clients include entrepreneurs, private business owners, corporate executives, foundations, and endowments. Whatever their paths to wealth, clients often share common concerns: (1) An interest in capital preservation so that future generations can benefit from their accomplishments; (2) An emphasis on lifestyle preservation/institutional continuity amid changing circumstances such as liquidity events, sale of businesses, or challenging economic environments; (3) A desire to simplify and streamline the growing complexity of their financial affairs.

Our clientele is typically limited to individuals, families and businesses which have $10 million or more in investable assets. We purposely confine our clientele to this elite group so that we can dedicate our full resources to a small number of clients. We have designed our approach to cater to the unique requirements imposed by substantial wealth, and invite prospective clients to assess the difference that our focus makes.

Our Macro-Economic Focus

At The Valdes Group, we closely monitor macro-economic factors to assess their potential impact on client portfolios. We believe strongly in the value of proprietary investment management, and dedicate considerable team resources to investment research and implementation. By actively participating in the capital markets, we enhance our ability to respond to changing conditions; we also facilitate the use of nuanced strategies that reflect individual risk thresholds, timelines, and investment objectives. Our investment strategies have been refined over many years, investment cycles, and macro-economic conditions. We pride ourselves on our role as students of the markets, and see flexibility, adaptation, and judgment as critical components of investment success.

Our Range of Services

We provide a number of services to ultra-affluent clients so that they can streamline their finances, regain their free time, and refine their long-term financial strategies:

  •   Investment management
  •   Liability management
  •   Wealth transfer strategies
  •   Insurance
  •   Pre-and-post-sale business strategies
  •   Concentrated stock management
  •   Philanthropy
  •   Lending strategies through Bank of America, N.A.
  •   Concierge
  •   Aircraft financing through Bank of America, N.A

    AWMA®, CRPC® and Accredited Wealth Management AdvisorSM, Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    C(k)P® is a registered trademark of The Retirement Advisor University, Inc.

  • Meet the team

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    Michael J. Valdes

    Managing Director - Wealth Management

    Private Wealth Advisor

    813.273.8544

    813.273.8544

    michael_valdes@ml.com

    Add to address book

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    Michael Shimberg, CFP®, CRPC®, C(k)P®

    Senior Vice President - Wealth Management

    Wealth Management Advisor

    813.273.8639

    813.273.8639

    michael_shimberg@ml.com

    Add to address book

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    Patrick Griffith

    Senior Vice President - Wealth Management

    Senior Financial Advisor

    727.799.5642

    727.799.5642

    patrick_griffith@ml.com

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    Velen Diaz Thompson, CFP®, CRPC®

    First Vice President - Wealth Management

    Wealth Management Advisor

    813.273.8634

    813.273.8634

    velen_thompson@ml.com

    Read Bio

    Darby Duncan

    Private Wealth Manager

    813.273.8503

    813.273.8503

    darby.duncan@ml.com

    Read Bio

    Rebecca Mangual-Reyes, AWMA®

    Private Wealth Analyst Investments

    813.273.8514

    813.273.8514

    rebecca.a.mangual-reyes@ml.com

    Read Bio

    Candice Cason

    Private Wealth Analyst Investments

    813.273.8512

    813.273.8512

    candice.cason@ml.com

    Read Bio

    Cori Wells

    Client Associate

    813.273.8570

    813.273.8570

    cwells4@ml.com

    Read Bio

    Rhyan Del Monte

    Registered Client Associate

    813.273.8664

    813.273.8664

    rhyan.delmonte@ml.com

    Read Bio


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    Meet the team

    Michael J. Valdes

    Managing Director - Wealth Management

    Private Wealth Advisor

    813.273.8544

    813.273.8544

    michael_valdes@ml.com

    Add to address book

    Read Bio

    Michael Shimberg, CFP®, CRPC®, C(k)P®

    Senior Vice President - Wealth Management

    Wealth Management Advisor

    813.273.8639

    813.273.8639

    michael_shimberg@ml.com

    Add to address book

    Read Bio

    Patrick Griffith

    Senior Vice President - Wealth Management

    Senior Financial Advisor

    727.799.5642

    727.799.5642

    patrick_griffith@ml.com

    Add to address book

    Read Bio

    Velen Diaz Thompson, CFP®, CRPC®

    First Vice President - Wealth Management

    Wealth Management Advisor

    813.273.8634

    813.273.8634

    velen_thompson@ml.com

    Read Bio

    Darby Duncan

    Private Wealth Manager

    813.273.8503

    813.273.8503

    darby.duncan@ml.com

    Read Bio

    Rebecca Mangual-Reyes, AWMA®

    Private Wealth Analyst Investments

    813.273.8514

    813.273.8514

    rebecca.a.mangual-reyes@ml.com

    Read Bio

    Candice Cason

    Private Wealth Analyst Investments

    813.273.8512

    813.273.8512

    candice.cason@ml.com

    Read Bio

    Cori Wells

    Client Associate

    813.273.8570

    813.273.8570

    cwells4@ml.com

    Read Bio

    Rhyan Del Monte

    Registered Client Associate

    813.273.8664

    813.273.8664

    rhyan.delmonte@ml.com

    Read Bio