PROMOTION
WEALTH MANAGEMENT
VALLIANT WEALTH STRATEGIES: MARY ELLEN M. VALLIANT AND BRUCE J. VALLIANT, MANAGING PARTNERS, VWS AND REGISTERED PRINCIPALS, RJFS
VALLIANT WEALTH STRATEGIES SOPHISTICATED, TAILORED WEALTH MANAGEMENT SERVICES The principals and advisors of Valliant Wealth Strategies (VWS) pride themselves on establishing deeply personal relationships with each client they service. At the firm’s core, family comes first — and each member of their client family is personally and dependably assisted through every stage of their wealthbuilding voyage. “We believe our role in navigating one’s financial journey is to be their lighthouse — a reliable guiding resource that will provide reassurance and direction throughout every stage of the process,” said Mary Ellen Valliant of Valliant Wealth Strategies. Valliant, a Managing Partner of VWS since 1997 and Registered Principal with Raymond James Financial Services, Inc., has more than 30 years of experience with leading financial services and banking firms. Throughout her career, she has provided private client investment management and financial planning services.
Bruce Valliant, a Managing Partner of Valliant Wealth Strategies and Registered Principal with Raymond James Financial Services, Inc., offers over 19 years’ investment management and estate planning experience to private clients. Together with their talented and dedicated team, they proudly provide personalized, concierge-level client care for the clients located on the Eastern Shore and around the world. “Our family of clients and their needs are as unique as this wonderfully diverse region,” Mary Ellen said. “We pride ourselves on having deeply personal relationships with each and every person we service — from the farmers to the fisherman, the families, the fiscally solvent and the free-spirit entrepreneurs.” The advisors at Valliant Wealth Strategies provide financial, education, college and retirement planning, estate collaboration, socially responsible investing (ESG investing) and tax, insurance and risk management
strategies for individuals. They also help businesses with institutional investment management, 401(k) services, foundation, nonprofit and endowment support and senior executive transitions.
110 S. Queen Street, Chestertown, MD 21620 3033 Kent Narrows Way, S., Suite 5, Grasonville, MD 21638
410-810-0800 Toll Free: 877-820-0800 ValliantWealth.com *Valliant Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James does not provide tax advice.
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