Michael Valadez

Michael Valadez: Email & Phone Number

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Wealth Advisor at Frost|Boerne, Texas, United States

Position:

Wealth Advisor at Frost

Location:

Boerne, Texas, United States

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Last updated: 2025-05-26
Updated: 2025-05-26

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Work Experience 27 years

Wealth Advisor at Frost

Apr 2024 - Current

Associate Wealth Advisor at Frost

Dec 2017 - Apr 2024

Central Associate Advisor at Frost

Apr 2017 - Dec 2017

Senior Brokerage Representative at Frost

Apr 2014 - Apr 2017

Brokerage Representative at JPMorgan Chase & Co.

Oct 2012 - Apr 2014

Wealth Advisor at Citigroup Global Capital Markets Inc.

Oct 2008 - Apr 2011

Investment Representative at USAA

Feb 1999 - Mar 2008

Michael Valadez started working in 1999, then the employee has changed 3 companies and 5 jobs. On average, Michael Valadez works for one company for 3 years 7 months.

Their professional focus is Client Relations, Customer Relationship Management (CRM), and Financial Advisory across 3 core areas.

Skills

Financial Services, Investment Management, Customer Relationship Management (CRM), Financial Planning, Financial Advisory, Client Relations, Salesforce Lightning, Investment Strategies

Michael Valadez Namesakes

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Michael Valadez
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