Keeping a tight watch - for over 20 years.

- Meet our team -

Mary Ellen M. Valliant, AIF®

Registered Principal, RJFS
biography

Bruce J. Valliant

Registered Principal, RJFS
biography

Nicole Caringal, CFP®, AIF®

Senior Vice President. Valliant Wealth Strategies
biography

Sherry Sunkler

Vice President of Client Services
biography

James Bedrock, AIF®, AAMS®

Financial Advisor
biography

Annie Snyder

Manager Client Services
biography

Annie Snyder

Manager Client Services
biography

James Bedrock, AIF®, AAMS®

Financial Advisor
biography

Nicole Caringal, CFP®, AIF®

Senior Vice President. Valliant Wealth Strategies
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.

By the Numbers
• Founded in 1962; public since 1983
• Approximately $774 billion in client assets
• RJF shareholders’ equity of $6.8 billion
• Market capitalization of approximately $8.6 billion
• More than two times required regulatory capital
•129 quarters of consecutive profitability*
• Approximately 8,100 financial advisors
• Equity research coverage of nearly 1,100 companies


*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock. As of: 3/31/2020