Michael Valdes

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Michael

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Michael Valdes is Managing Director and Private Wealth Advisor with Merrill Lynch Private Wealth Management. He is the founder and senior advisor of the Valdes Group, where he leads the team in catering to the distinctive needs of a distinguished clientele. Valdes has provided wealth management services and strategies to ultra-high-net-worth individuals since 1985. His experience with asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification has helped him pursue a client's investment goals with insight and steady resolve. A recognized leader in wealth management, Valdes has earned national recognition as a financial advisor. He has been featured at various leading publications, including Forbes, Barron's, and Financial Times. He is also highly involved in his community.

Strategies

	Asset Allocation
	Diversification

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EXPERTISE

Valdes works with individuals, entrepreneurs, families and businesses to serve their complete wealth management needs.
He delivers a “Modern Private Bank” and family-office experience where each client gains customized support and disciplined financial oversight.
He closely monitors the impact of macroeconomic movements on investment returns, refining strategies and tactics in light of changing market themes.
A qualified portfolio within Merrill Lynch, he helps clients pursue their objectives by building and managing his own personalized or defined strategies.

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COMMUNITY INVOLVEMENT

People