Mary Ellen Valliant, founder and Managing Partner of Valliant Wealth Strategies and Registered Principal with Raymond James Financial Services, Inc. since 1997, has more than 30 years of experience with leading financial services and banking firms. Throughout her career, she has provided private client investment management and financial planning services to individuals and businesses.
Mary Ellen specializes in working with exiting or transitioning corporate senior executives who seek guidance in the next chapter of their personal and professional lives. She has the experience needed to help executives-in-transition navigate a multitude of financial intricacies for a smooth progression into either a new senior corporate role or into retirement.
Since 1997, she has served on the board of directors of Medical Mutual Liability Insurance Society of Maryland, a leading physician's malpractice insurer serving physicians in Maryland, the District of Columbia and Virginia. Currently, she is Vice Chair of the board of directors as well as Chair of the Society's Finance Committee. In 2017, Mary Ellen began serving on the board of Compass Regional Hospice, an organization dedicated to supporting and helping people through the time of living with a serious illness.
She is a member of the Kent County Advisers Committee of the Mid-Shore Community Foundation. Mary Ellen has served on the board of directors for CNB (now Shore United), Chester River Hospital Foundation, Adkins Arboretum, as a trustee for the Chesapeake College Foundation and member of the board of managers of the Episcopal Diocese of Easton.
In 2020, Mary Ellen was named to the Forbes’ Top Women Wealth Advisors in the nation and Best-In-State Wealth Advisors for the state of Maryland. Of the top 1000female wealth advisors nationwide, Valliant ranked number 364 and among all advisors in Maryland, Valliant came in at number 106.
In 2019, she was named a member of the 2019 Raymond James Leaders Council*. This marks the sixth consecutive year that Valliant has qualified for the honor. This prestigious recognition was given to only 224 out of 7,800 advisors within the Raymond James firm, or roughly less-than-three percent of all advisors in 2019.
She is a 16-time member of the Executive Council of Raymond James Financial Services*, an honor presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
*Membership is based on fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
About Forbes ranking of Top Women Wealth Advisors Data provided by SHOOKTM Research, LLC. Data as of 9/30/1.9 The Forbes ranking of America’s Top 1,000Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.