Bruce Valliant, a Managing Partner of Valliant & Associates, LLC and Registered Principal with Raymond James Financial Services, Inc. offers over 16 years investment management and estate planning experience to private clients. He provides wealth management services to private clients through independent advice and disciplined investment management services.
He and his team work closely with independent legal and accounting practitioners 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 Conservancy, the Gunston Day School, and the Corsica River Foundation. He was an adjunct professor with Johns Hopkins University’s graduate business program. He achieved membership in the Raymond James’ 2014, 2015 and 2016 Leaders Council*.
A resident of Queen Anne’s County, Bruce and his wife Mary Ellen have three children. He enjoys watching lacrosse, field hockey, baseball, yacht racing, and the occasional sail from the Chesapeake to St. Croix.
*Membership is based on fiscal year production. Requalification is required annually.