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.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
Assistant Vice President
Private Wealth Investment Management Specialist
813.273.8514The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
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Wealth Strategist
Merrill
Structured Credit Executive
Bank of America, N.A.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "America's Top Wealth Advisors" 2022, 2021, 2020, 2019, 2018, 2017, 2016
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes "Best-in-State Wealth Advisors" 2022, 2021, 2020, 2019, 2018
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Financial Times "400 Top Financial Advisers" 2020, 2018
Published annually Mar - April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2022, 2021, 2020, 2019
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Financial Times "401 Top Retirement Advisers" 2018, 2017
Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.
As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
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 single point of contact. We work with individuals, entrepreneurs, families, and businesses to serve their complete wealth management needs to deliver a 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 from Bank of America, clients gain lifelong, collaborative advisors who guide and serve them and their families with what we believe is 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.
Members from our team participate and are actively involved in supporting the following organizations:
Academy of the Holy Names
Jesuit High School
Tampa Prepatory School
The V Foundation for Cancer Research
St. Joseph's Hospital
Christ the King Church
Metropolitan Ministries
Habitat for Humanity
Children's Miracle Network
Juvenile Diabetes Research Foundation
Meals On Wheels of Tampa
Academy Prep Center of Tampa
The Straz Center for the Performing Arts
Cristo Rey Tampa High School
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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