Miami Living Magazine

Charlotte McKinney

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Wealth Management Michael Valdes Merrill Lynch Wealth Management 701 Brickell Ave 7th Floor, Miami, FL 33131 (813) 273-8544 www.local.ml.com/miami Michael Valdes has provided wealth management services and strategies to ultra-high-net worth individuals since 1985, when he joined Merrill. As the founder and senior advisor of the Valdes Group, Michael directs a Merrill Private Wealth Management team that caters to the distinctive needs of a distinguished clientele. A recognized leader in wealth management, Michael has earned national recognition as a Financial Advisor. In September 2019, he was named to Forbes “America’s Top 250 Wealth Advisors” list for the fourth consecutive year. In January 2020, Forbes named Michael to the “Best-in-State Wealth Advisors” list, ranking number one in North Florida for the third consecutive year. He was also named to Financial Times “Top 400 Financial Advisers” list in 2018 and 2020. In 2016 and 2015, WealthManagement Magazine honored Michael as one of the “Top 100 Wirehouse Advisors.”

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