*Asset allocation does not ensure a profit or protect against loss in declining markets. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.
*Some or all alternative investments may not be in the best interests for certain investors.
He also led the Academy of the Holy Names high school softball team to their first ever class 3A State Championship in 2021.
#J MICHAEL WEBBER WELLS FARGO SERIES#
As a manager for Little League Girls Softball, Michael led the South Tampa Girls Junior All-Star Softball team to victory in the World Series Championship in 2013, as televised on ESPN. Joseph's Hospital, and Jesuit High School. He is involved in a number of community philanthropies, including The V Foundation for Cancer Research, The Straz Center for the Performing Arts, St. Born and raised in Tampa, Michael is married and has four daughters. Michael earned his Bachelor's degree from Loyola University in New Orleans, Louisiana. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Within Merrill, Michael is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A disciplined portfolio manager, he closely tracks the impact of macro-economic movements on investment returns, refining strategies and tactics in light of changing market themes. His experience with asset allocation modeling, concentrated and restricted stock strategies, alternative investments, and portfolio diversification help him to pursue a client’s investment goals with insight and steady resolve. Michael applies the knowledge he has gained from more than three decades of integrated wealth management. Rankings based on data as of June 30 of prior year). He was named to Financial Times “Top 400 Financial Advisers” list in 20(Published annually Mar – April. He was also ranked as number one in North Florida for three consecutive years, 2020, 2019, and 2018.
In April 2022, Forbes named Michael to the “Best-in-State Wealth Advisors” list, ranking number one in Tampa, FL for the second consecutive year(Published annually Jan – April. Rankings based on data as of March 31, 2022). Rankings based on data as of March 31, 2022)* In April 2023, he was named to Forbes “America’s Top Wealth Advisors” list for the eighth consecutive year, ranking # (Published ApRankings based on data as of June 30 2022)*In November 2022, Michael and team were named to the Forbes "America's Top Wealth Management Teams Private Wealth" list, raking number 15 on the list (Published on November 8, 2022. In January of 2023, Michael and team were named to the Forbes "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida. 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.Ī recognized leader in wealth management, Michael has earned national recognition as a Financial Advisor. Michael Valdes has provided wealth management services and strategies to ultra-high-net worth individuals since 1985, when he joined Merrill.
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