Bruce Valliant, a Managing Partner of Valliant & Associates, LLC. and Registered Principal with Raymond James Financial Services, Inc. offers over 10 years investment management and estate planning experience to private clients.  

His mission is to provide high quality wealth management services to  private clients for their ultimate financial benefit through the use of independent advice and disciplined investment management services.
 
He and his team work closely with independent legal and accounting practioners in professional partnerships to achieve integrated wealth management, tax management and wealth transfer for individuals and their families.

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.

Prior to joining Valliant & Associates and Raymond James in 2000, he held sales and marketing positions in the telecommunications industry over a period of eighteen years. His responsibilities there included managing multi-million dollar contracts with Fortune 100 firms, establishing state and federal marketing programs, and sales management for a telecommunications start-up firm.

Mr. Valliant has served as Chairman of the Kent County Chamber of Commerce Technology Committee, a director of the Chestertown Lions, and a member of the Vestry of St. Paul’s Parish. Mr. Valliant also has served on the boards of the Eastern Shore Land Conservatory, the Gunston Day School, and the Corsica River Foundation. He was an adjunct professor with Johns Hopkins University’s graduate business program. Mr. Valliant currently serves on the Finance Committee for St. Paul’s Parish, Centreville.

Residents of Queen Anne’s County, Bruce and his wife Mary Ellen have three children. He enjoys (watching) lacrosse, field hockey, baseball, and the occasional sail from the Chesapeake to St. Croix.

Mary Ellen Valliant, a Managing Partner of  Valliant and Associates, LLC.  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.

Her career began in the Washington, D.C. offices of E.F. Hutton. She later joined Paine, Webber, Jackson & Curtis, where she specialized in fixed income management and helped open the firm's McLean, Virginia, office.

Prior to returning to the Eastern Shore of Maryland, she served in the Institutional Treasury division of American Security Bank in Washington, D.C. and managed over $250 million for endowment clients. Upon returning to the Eastern Shore, she became director of investments and established the investment services division for a local community bank. She founded Valliant & Associates, LLC in 1997.

Since 1997, she has served on the board of directors of Medical Mutual Liability Insurance Society of Maryland, a leading physician's malpractice insurer serving physicians in Maryland, the District of Columbia and Virginia. Currently, she is Vice Chair of the board of directors as well as Chair of the Society's Finance Committee, which oversees an investment portfolio of more than $720 million.

Ms. Valliant is on the board of directors of Centreville National Bank, a wholly owned subsidiary of publicly-traded Shore Bancshares (SHBI). Mary Ellen is a member of the Kent County Advisers Committee of the Mid-Shore Community Foundation. She currently serves on the Board of Directors for the Chester River Hospital Foundation and Adkins Arboretum and has been a trustee for the Chesapeake College Foundation and member of the board of managers of the Episcopal Diocese of Easton.

She is a twelve-time member of the Executive Council* of Raymond James Financial Services, an honor presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.

She and her husband, Bruce, and three children, Phillip, Mary Shea and Egan, reside in Grasonville, Maryland, where they enjoy the Eastern Shore lifestyle, travel, and sailing.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.