Jorge Valdes
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jorge Valdes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jorge provides personalized wealth management strategies aligned with clients’ long-term goals, drawing on investment insights from Merrill and the banking and lending solutions of Bank of America.
Jorge holds a Bachelor's Degree from the University of Georgia and a Master's Degree from Mercer University. He is also a Personal Investment Advisor (PIA). Committed to community involvement, Jorge participates in volunteer activities locally. Outside of work, his interests include fishing, hunting, and reading.
Expertise
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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