Keeping a tight watch - for over 20 years.

- Meet our team -

Bruce J. Valliant

Registered Principal, RJFS
biography

Mary Ellen M. Valliant

Registered Principal, RJFS
biography

Sherry Sunkler

Vice President of Client Services
biography

James Bedrock

Financial Advisor
biography

Annie Snyder

Assistant Manager Client Services
biography

Annie Snyder

Assistant Manager Client Services
biography

James Bedrock

Financial Advisor
biography
- about raymond james-

Raymond James is the parent company of the broker/dealer we clear securities transactions through, Raymond James Financial Services. Founded in 1962, Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States.  This relationship allows our clients to have the best of both worlds: a personal relationship with our knowledgeable and dedicated team in addition to the resources and infrastructure that strengthen the protection of your assets.

In 2018, Raymond James was again among the top five in the Securities/Asset Management category of Fortune's World's Most Admired Companies list.1

In 2018, Raymond James was recognized with the Technology Innovation Award for the sixth consecutive year by the Bank Insurance and Securities Association for the firm's commitment to technology-based solutions and advancements.2

1. Fortune collaborated with our partner Korn Ferry Hay Group on this survey of corporate reputations. We began with a universe of about 1,500 candidates: the 1,000 largest U.S. companies ranked by revenue, along with non-U.S. companies in Fortune's Global 500 database that have revenues of $10 billion or more. We then winnowed the assortment to the highest-revenue companies in each industry, a total of 680 in 28 countries. The top-rated companies were picked from that pool of 680; the executives who voted work at the companies in that group. To determine the best-regarded companies in 51 industries, Korn Ferry Hay Group asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating nor is Raymond James affiliated with Fortune.
2. The Banklnsurance&Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the 2017Technologylnnovation Award is limited to products launched in 2016 and is open to BISA Leadership members, as well as Associate and Associate Plus members. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for th is award. BISA is not affiliated with Raymond James.