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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 is a boutique financial practice within Merrill Lynch’s Private Banking and Investment Group (PBIG). We are a partnership comprised of industry professionals that delivers all the resources of a global institution through one single point of contact. We work with individuals, entrepreneurs, families, and businesses to serve their complete wealth management needs to deliver a “Modern Private Bank” and family-office experience where each client gains customized support and disciplined financial oversight. Our goal is to always provide the education, resources and transparency that keep clients informed, while having the freedom to pursue unique opportunities across the broad financial landscape.

Collaboration

Our mission is to understand each client’s primary purpose for their wealth. By embracing their values, opinions, and perspectives we are able to create an advisory environment that inspires the freedom to think differently. By constantly analyzing the financial markets and researching opportunities specific to each individual, we seek to find the most efficient way to help each client achieve their financial objectives using a goals-based wealth management approach.

Customized Support

Our service model provides the stability clients need to prepare for the future. Each associate has a distinct industry background that complements the full spectrum of capabilities and personalized services we deliver to help simplify our clients’ lives. Through active/passive portfolio management, daily financial oversight, multigenerational planning, lending solutions and beyond, clients gain lifelong, collaborative advisors who guide and serve them and their families with an industry-leading standard of support.

Core Values

Integrity, trust, discipline, and open communication comprise the essence of The Valdes Group. With everything we do, we offer transparency to help clients make more informed decisions. Our priority is to provide the financial acumen that enables each client to confidently and consistently know they are moving on the right path toward their financial goals. With each client we serve, we value their relationship, both personally and professionally, and share joy in enhancing their lives.

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 AdvisorSMChartered Retirement Planning CounselorSMare 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

    Private Wealth Advisor

    813.273.8544

    813.273.8544

    michael_valdes@ml.com

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    Patrick Griffith

    Senior Vice President

    Senior Financial Advisor

    727.799.5642

    727.799.5642

    patrick_griffith@ml.com

    Add to address book

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    Velen Diaz Thompson, CFP®, CRPC®

    First Vice President

    Wealth Management Advisor

    813.273.8634

    813.273.8634

    velen_thompson@ml.com

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    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

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    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

    Private Wealth Advisor

    813.273.8544

    813.273.8544

    michael_valdes@ml.com

    Add to address book

    Read Bio

    Patrick Griffith

    Senior Vice President

    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 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