Alexandra Valdes

About Alexandra Valdes

I was born and raised in Tampa, FL, attended Academy of the Holy Names, and graduated from Florida State University in 2013 with a Bachelor\'s Degree in Finance and Marketing. During my time at Florida State I was a very active member of Delta Gamma as well as intermural sports teams, and many philanthropies. In 2013, I moved to Atlanta, GA, and developed my client management career at Kforce. In 2018, I moved back to Tampa and joined Merrill and The Valdes Group as a Team Financial Advisor. I focus on developing relationships with existing and prospective clients and helping them with all aspects of their financial lives. I work diligently with our investment models and processes as well as developing relationships with second generation clients. The Valdes Group operates as a boutique-like 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. Merrill Private Wealth Management caters exclusively to highly successful individuals, families and entrepreneurs who require focused attention and customized strategies. Private Wealth Advisors have the training, background, and experience to deliver a differentiated client experience.

Experience

1. Financial Advisor

   Merrill Lynch

   Feb 2018 — Present

Education

• Florida State University

  Bachelor's Degree

  2009 — 2013