Valliant Wealth Strategies is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services
www.valliantinvesting.com
We are experienced, tested financial advisors who provide our clients with the knowledge to make educated financial decisions. To do this, we combine our financial management experience with unbiased and independent investment recommendations, timely information, and sophisticated financial management.
Bruce and Mary Ellen Valliant are the managing partners of Valliant and Associates, with over 55 years of combined investment and financial planning experience. We work closely with our clients and manage their wealth by applying independent advisory services and disciplined, conservative asset management. We are registered principals with Raymond James Financial Services,member FINRA/SIPC. www.raymondjames.com
Our strategic professional partnerships with outside legal and accounting practitioners drive integrated investment, tax, and estate planning advice for our clients and their families. We focus on efficiently organizing our clients' investments, insurance, real estate, and other assets in support of their desired lifestyles. We provide meaningful advice on charitable giving, special needs, and endowment management that is community-focused.
Mary Ellen Valliant founded Valliant & Associates LLC in 1997, She is a Registered Principal with Raymond James Financial Services, Inc., and has more than 35 years of experience with leading financial services and banking firms. Throughout her career, she has provided private client investment management and financial planning services.
Mr. Valliant grew up on the Eastern Shore of Maryland and received a Bachelor of Arts in Economics from the University of Virginia and a Masters of Business Administration in Marketing and Finance from the University of Maryland. He was recently named a member of the 2018 Leaders Council.* This marks the third consecutive year that Mr. Valliant has qualified for this important recognition.
* Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Important Disclosure Information: http://raymondjames.com/smicd.htm.
Valliant Wealth Strategies.
We are experienced financial advisors. We provide clients with the knowledge and expertise they need to make educated financial decisions. Our offices are located in Chestertown and The Narrows on the Eastern Shore.
Managing partners, Bruce Valliant and Mary Ellen Valliantm, together a team of experienced advisors, work closely with private investors to manage their wealth with unbiased recommendations, independent advisory services, and disciplined, conservative asset management. Both partners are registered principals with Raymond James Financial Services,member FINRA/SIPC. www.raymondjames.com
The Valliant team works closely with outside legal and accounting practitioners in professional partnerships to achieve integrated investment, tax, and estate planning for individuals and their families. They focus on efficiently organizing their clients' investments, insurance, real estate, and other assets to match their lifestyles. The team has expertise in charitable giving, special needs, and endowment management.
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Valliant Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
