MARY ELLEN VALLIANT, NAMED TO FORBES’ TOP ADVISORS IN MARYLAND FOR SECOND CONSECUTIVE YEAR
Mary Ellen Valliant, founder, managing partner of Valliant Wealth Strategies, Accredited Institutional Fiduciary, and Raymond James Leaders Council member, was named to the Forbes’ 2021 Best-In-State Wealth Advisors for the state of Maryland and for the second consecutive year. Valliant ranked number 101 among all advisors in Maryland — a rise from last year’s number 106 ranking.
“I feel delighted and grateful that Forbes recognized me as a top wealth advisor in the state of Maryland for the second consecutive year,” said Valliant. “It’s a testament to the diligence and dedication of the entire Valliant Wealth Strategies team that together, we’ve been able to meet and surpass the challenges posed by this difficult year.”
The methodology for the Forbes ranking, developed by SHOOK Research, comprises of quantitative and qualitative criteria, including interviews, industry experience, compliance record, revenue produced and assets under management. Forbes’ Best-In-State rankings identified substantial growth in the Valliant Wealth Strategies portfolio from 2020 to2021: over the course of the past year, the team’s assets increased from $200million to $223 million, and the range of typical account size shifted from $2– 11 million in 2020, to $3.5 – 20 million in 2021.
In addition to Mary Ellen, the Valliant Wealth Strategies team includes her husband Bruce Valliant, managing partner, Nicole Caringal, senior vice president and financial advisor, James Bedrock, financial advisor, Sherry Sunkler, vice president of client services, and Annie Snyder, assistant manager of client services.
Valliant joined Raymond James in 1998 and has more than30 years of experience in the financial services industry. Valliant Wealth Strategies opened its Chestertown office in 1997. The Valliants reside in Grasonville, Maryland and have three adult children.
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’ experience, and the algorithm weights 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 2020: 32,000 nominations with more than 4,000 advisors