Tidewater Trader - page 11

idewater Trader August 7, 2019 Page A11
valliant & associates
Valliant Wealth Strategies
announces addition of Washington College alumnus
James Bedrock, Financial Advisor
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 RJFS Advisors, Inc. Any opinions are those of the Valliant Wealth Strategies and not necessarily those of Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of
experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio
performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance,
is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is
not affiliated with Forbes or Shook Research, LLC.
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.
110 S. Queen Street | Chestertown, MD | 21620
3033 Kent Narrows Way, S. | Suite 5 | Grasonville, MD | 21638
– Valliant Wealth Strategies, an independently owned
financial services practice on the Eastern Shore, is pleased to announce that
James Bedrock has accepted the position of Financial Advisor with the
branch. Bedrock brings more than ten years of experience in the financial
services industry, including eight years of institutional sales and marketing in
New York and New Jersey. A graduate of Washington College with a degree
in Economics, Bedrock is thrilled to be returning to Chestertown where
Valliant Wealth Strategies has proudly operated since 1997.
About Valliant Wealth Strategies
Valliant Wealth Strategies is a full-service independent partnership associated with Raymond James Financial Services Inc., based out of Chestertown, MD
with a satellite office in Grasonville. Founded in 1997 as, “Valliant and Associates, LLC,” the practice is independent, allowing them to focus on clients as
individuals. Bruce Valliant, managing partner and registered principal with RJFS, was recently named a
2019 Forbes Best-in-State Wealth Advisor.
Mary Ellen
Valliant, founder, managing partner and registered principal with RJFS has been named to the Raymond James Leader’s Council in the years 2014, 2015,
2016, 2017, 2018 and 2019
We appreciate
your business!
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Kennedyville, MD
410-348-5263 • 410-778-0799
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