Top Wealth + Best-in-State · rank 1 · Tampa, Florida · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “As a boutique-like financial practice within Merrill Private Wealth Management, we bring together a team of industry professionals who provide the comprehensive resources of a global institution through a single point of” — firm_official
- Parent company — Bank of America (high)
- “"parentOrganization":{"@type":"Organization","name":"Merrill Lynch Wealth Management"}” — firm_official
- “The Valdes Group has built a multi-generational team that provides a family and future generations with a consistent, personalized boutique-like wealth management relationship while utilizing the world class platforms wi” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Valdes Group - Valdes, Shimberg, Duncan (high)
- “{"@context":"https://schema.org","@type":"Organization","name":"THE VALDES GROUP Valdes, Shimberg, Duncan"” — firm_official
- Team size — 21 (medium)
- “Meet Our Team Michael Valdes Managing Director , Private Wealth Advisor 813.273.8544 813.273.8544 Get in touch icon/control/launch copy View bio Michael Shimberg , CFP®, CKP®, CPFA® Managing Director , Private Wealth Adv” — firm_official
- CRD — 1412990 (high)
- “"individualId":1412990,"firstName":"MICHAEL","middleName":"JOSEPH","lastName":"VALDES"” — sec_finra_regulatory
- Years experience — 40 (high)
- “"registrationBeginDate":"10/23/1985"” — sec_finra_regulatory
- “Michael Valdes has provided wealth management services and strategies to ultra-high-net-worth individuals since 1985” — forbes_shook
- Designations — — (high)
- “Meet Our Team Michael Valdes Managing Director , Private Wealth Advisor 813.273.8544” — firm_official
- “[('Uniform Investment Adviser Law Examination', '3/17/1995'), ('Uniform Securities Agent State Law Examination', '11/19/1985'), ('Securities Industry Essentials Examination', '10/1/2018'), ('General Securities Representa” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 10800 (high)
- “Team Assets (Custodied): $10.8B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 45 (high)
- “Typical Net Worth of Relationships: $20-70M” — forbes_shook
- Client niche — ultra-high-net-worth entrepreneurs, corporate executives with concentrated stock, and intergenerational families (high)
- “We work with individuals, entrepreneurs, families, and businesses to serve their complete wealth management needs” — firm_official
- “We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"bcScope":"Active","iaScope":"Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/tampa-fl/thevaldesgroup (high)
- Value proposition (verbatim) — You face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify your life so you can spend more time pursuing what matters most to you. (high)
- “Mission Statement You face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help” — firm_official
- Differentiators — Boutique-like practice operating inside a global institution, Single point of contact for all of Merrill and Bank of America's resources, Deliberately limited client roster, Multi-generational team built to serve a family's future generations, Each associate has a distinct industry background complementing the team (high)
- “The Valdes Group operates as a boutique financial practice within Merrill Private Wealth Management. We are a group comprised of industry professionals that delivers all the resources of a global institution through one ” — firm_official
- “The Valdes Group has built a multi-generational team that provides a family and future generations with a consistent, personalized boutique-like wealth management relationship while utilizing the world class platforms ” — firm_official
- Content marketing — occasional (medium)
- “Sign Up for Perspectives Monthly E-Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life Sign Up” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth On this page navigate to...” — firm_official
- Books published — 0 (medium)
- “Michael Valdes has provided wealth management services and strategies to ultra-high-net-worth individuals since 1985” — forbes_shook
- Linkedin url — https://www.linkedin.com/in/michael-valdes-12350ab/ (high)
- Social presence — linkedin_active (low)
- Press awards — Financial Times "FT400", 2020, 2018 (high)
- “Financial Times "FT400", 2020, 2018 (Published annually Mar – April. Rankings based on data as of June 30 of prior year.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “"@context":"https://schema.org","@type":"Organization","name":"THE VALDES GROUP Valdes, Shimberg, Duncan","telephone":"(813) 273-8544","image":"https://a.mktgcdn.com/p/MwWIfVYwAgI95MPZ2LuSaOqgEJ0mGq0KpEt_Jn-4E44/2287x762” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy type, bull mark. Team's only owned asset is a wide 21-person group photo in a marble-and-glass Tampa lobby — navy suits, warm wood, formal and traditional. (high)
- “<img style="object-fit:cover;object-position:center;width:100%;aspect-ratio:2287 / 762" src="https://dyn.mktgcdn.com/p/MwWIfVYwAgI95MPZ2LuSaOqgEJ0mGq0KpEt_Jn-4E44/width=500,height=500"” — firm_official