Michael Shimberg

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Forbes Lists

#11

Forbes Best-In-State Wealth Advisors (2024)

Florida - Tampa Area

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Team Member - America's Top Wealth Management Teams: Private Wealth (2023)

Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Michael Shimberg

Michael Shimberg is a Private Wealth Advisor and one of the senior advisors for the Valdes Group, a team within Merrill Private Wealth Management. Michael provides tailored strategies and precise implementation for ultra-high-net-worth and corporate clients, helping them streamline the complexities that significant wealth entails. He is a CERTIFIED FINANCIAL PLANNER, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Michael joined Merrill in 2003 and has been a member of the Valdes Group since 2007. He is a graduate of Bucknell University in Penn... Read More

The description above is provided by Michael.

Michael Shimberg's Awards

Forbes “Best-In-State Wealth Advisors” List 2018, 2019, 2020, 2021, 2022, 2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes “America’s Top Wealth Management Teams Private Wealth” list 2022, 2023 Published annually in November. Rankings based on data as of March 31 of current year.

Forbes “Best-in-State Wealth Management Teams” list 2023, 2024 Published annually in January. Rankings based on data as of March 31 of prior year.

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*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

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The C(k)P® logo is a registered trademark of the Retirement Advisor University, Inc. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the U.S. © 2023 Bank of America Corporation. All rights reserved. | MAP5763499 | MLWM-406-FS | 07/2023
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BA1ALB7089538, 1/20/24