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Michael Valdez - Email & Phone Number

LPL Branch Manager at Synergy Wealth Alliance

Michael Valdez is based out of Greater Tampa Bay Area and works at Synergy Wealth Alliance as LPL Branch Manager.

Michael Valdez's Contact Information

Michael Valdez's Work email
m*****@synerg***.com
Valid
Latest update
June 9, 2026
Location
Greater Tampa Bay Area

Michael's current employer

Synergy Wealth Alliance logo

Synergy Wealth Alliance

Description
Synergy Wealth Alliance is a financial services company with offices located in Maitland, The Villages, and Tampa servicing individuals l...
HQ Location
Altamonte Springs, Florida, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Michael Valdez

What company is Michael Valdez working for?
Michael Valdez works for Synergy Wealth Alliance.
What is Michael Valdez's function at Synergy Wealth Alliance?
Michael Valdez is LPL Branch Manager at Synergy Wealth Alliance.
Where is Michael Valdez based?
Michael Valdez is based out of Greater Tampa Bay Area.
What is Michael Valdez's work email address?
Michael Valdez's professional email address is m*****@synerg***.com
Who are Michael Valdez's co-workers?
Michael Valdez's colleagues are Chris Bordner, Anthony Safier, Amanda Stevens, Alison Wade, Jim Greene, Craig Townsend, Loretta Miller, Preston Bellaire, Kyle Smith, Aaron Paul, Carrie Letsinger, Chuck Krsek, Harry Overton, Richard Coloni, David Peckham, Matthew Wade, Julie Landry-Moeller, Shawn Walton, Tom Gerardi.
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Michael's co-workers

Chris Bordner avatar
Chris Bordner
CEO, Wealth Manager
Anthony Safier avatar
Anthony Safier
Wealth Manager and Team Lead
Amanda Stevens avatar
Amanda Stevens
Director of Operations
Alison Wade avatar
Alison Wade
Office Manager
Jim Greene avatar
Jim Greene
Wealth Manager/ Partner
Craig Townsend avatar
Craig Townsend
Managing Partner, Financial Planner
Loretta Miller avatar
Loretta Miller
Client Service Associate
Preston Bellaire avatar
Preston Bellaire
Financial Planner-Investment Advisor Representative at Synergy Wealth Alliance
Kyle Smith avatar
Kyle Smith
Financial Advisor
Aaron Paul avatar
Aaron Paul
Senior Financial Advisor
Carrie Letsinger avatar
Carrie Letsinger
LPL Financial Advisor
Chuck Krsek avatar
Chuck Krsek
Financial Planner, Registered Representative, Investment Advisor Representative
Harry Overton avatar
Harry Overton
Partner
Richard Coloni avatar
Richard Coloni
Financial Consultant
David Peckham avatar
David Peckham
Managing Partner, Financial Planner, Investment Advisor Representative
Matthew Wade avatar
Matthew Wade
LPL Financial Planner, LPL Registered Representative, LPL Investment Advisor Representative
Julie Landry-Moeller avatar
Julie Landry-Moeller
Financial Advisor
Shawn Walton avatar
Shawn Walton
Wealth Advisor, Partner
Tom Gerardi avatar
Tom Gerardi
LPL Financial Planner, LPL Registered Representative
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