Bruce Valliant, a Managing Partner of Valliant & Associates, LLC and Registered Principal with Raymond James Financial Services, Inc. offers over 20 years investment management and estate planning experience to private clients. He provides wealth management services to private clients through independent advice and disciplined investment management services.
In 2019, Valliant was named to the Forbes list of Best-In-State Wealth Advisors*. The list, which recognizes advisors from national, regional and independent firms, was published online by Forbes in February, 2019. Bruce was one of only three named Maryland advisors located on the Eastern Shore. No other advisors from Queen Anne’s or Kent Counties were named this year.
He and his team work closely with independent legal and accounting practitioners in professional partnerships to achieve integrated wealth management, tax management and wealth transfer for individuals and their families.
Bruce grew up on the Eastern Shore of Maryland and received a Bachelor of Arts in Economics from the University of Virginia and a Masters of Business Administration in Marketing and Finance from the University of Maryland.
Prior to joining Valliant & Associates and Raymond James in 2000, Bruce held sales and marketing positions in the telecommunications industry over a period of eighteen years. His responsibilities there included managing multi-million dollar contracts with Fortune 100 firms, establishing state and federal marketing programs, and sales management for a telecommunications start-up firm.
Bruce served as Chairman of the Kent County Chamber of Commerce Technology Committee, a director of the Chestertown Lions, a member of the Vestry of St. Paul’s Parish, and a member of MidShore Riverkeeper Conservancy Advisory Council. He also has served on the boards of the Eastern Shore Land Conservancy, the Gunston Day School, and the Corsica River Foundation. He was an adjunct professor with Johns Hopkins University’s graduate business program. Bruce achieved membership in the Raymond James’ 2014, 2015, 2016, 2017 and 2018 Leaders Council**, and is a member of Raymond James’ Institute of Investment Management Consulting, Levels 1 and 2.
He is a Past Commodore of the Prospect Bay Yacht Club as well as the Corsica River Yacht Club and is a part of the MD Shellfish Growers Network. He is a member of America’s Great Loop Cruisers’ Association and is making plans for several voyages leading up to the Great Loop aboard the My Marys.
A resident of Queen Anne’s County, Bruce and his wife, Mary Ellen, have three children. He is a serious log canoe racing spectator, and particularly enjoys watching his sons sail aboard canoes he once used to sail. He also enjoys yacht racing and the occasional sail from the Chesapeake to St. Croix.
**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. 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.
**Membership is based on fiscal year production. Requalification is required annually.
In this 7 minute video, Managing Partner Bruce Valliant shares how the team is working in the midst of COVID-19 restrictions, and how they can help you understand the current market situation, the Fed's new fiscal programs, and the changing tax deadlines.