CHESTERTOWN, Md., March 4, 2020 (Newswire.com) - Valliant Wealth Strategies, a premier financial planning and wealth management team with offices in Chestertown and Grasonville, Maryland, announced today that founder and Managing Partner Mary Ellen Valliant was recently named to Forbes Magazine’s 2020 list of America’s Best-in-State Wealth Advisors. Released online Jan. 16, 2020, the list recognizes the country’s leading advisors from national, regional and independent firms.
“It’s an honor personally and for the entire Valliant Wealth team to be named to this prestigious list,” said Mary Ellen Valliant, AIF®, founder and Managing Partner of Valliant Wealth Strategies and Registered Principal with Raymond James Financial Services, Inc. “As a team, we’ve committed to making a difference in our clients' lives. Whether through achievements like this or on an everyday basis helping our clients achieve their financial aspirations, it’s always humbling to have this passion affirmed.”
It's an honor personally and for the entire Valliant Wealth team to be named to this prestigious list. As a team, we've committed to making a difference in our clients' lives. Whether through achievements like this or on an everyday basis helping our clients achieve their financial aspirations, it's always humbling to have this passion affirmed.
Mary Ellen Valliant, AIF®, Founder and Managing Partner of Valliant Wealth Strategies and Registered Principal with Raymond James Financial Services, Inc.
R.J. Shook, president and founder at SHOOK Research, summed up the Forbes wealth advisors list. "Here's what our research has found: the very best advisors are laser-focused on having a positive impact on their clients' lives," says Shook. "They want to add meaning, help them live better lives."
The Forbes Best-In-State Wealth Advisors rankings spotlight more than 4,000 advisors from Alaska to Florida with team assets amounting to more than $4 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
This is the second consecutive year Valliant Wealth Strategies has been recognized by Forbes as Bruce Valliant, Managing Partner and Registered Principal with Raymond James Financial Services, Inc., was named among America’s 2019 leading wealth advisors. Visit ValliantWealth.com to learn more about the company’s wide-ranging financial planning and personal wealth management solutions.
About Valliant Wealth Strategies
Located in Chestertown and Grasonville, Maryland, the Valliant Wealth Strategies’ team manages more than $210 million in client assets and specializes in providing financial planning, retirement planning, institutional planning, business consulting, insurance and risk assessment and longevity planning. For more information, visit ValliantWealth.com.
Forbes Best-In-State Wealth Advisors 2020
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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.
110 S. Queen Street, Chestertown, MD 21620 I Phone: 410.810.0800
3033 Kent Narrows Way, S., Suite 5, Grasonville, MD 21638 I Phone: 410.810.0800
Valliant Wealth Strategies is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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Source: Valliant Wealth Strategies
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