CHESTERTOWN, MD – Valliant Wealth Strategies, an independently owned financial services practice on the Eastern Shore, is pleased to announce that James Bedrock has accepted the position of Financial Advisor with the branch. Bedrock brings more than ten years of experience in the financial services industry, including eight years of institutional sales and marketing in New York and New Jersey. A graduate of Washington College with a degree in Economics, Bedrock is thrilled to be returning to Chestertown where Valliant Wealth Strategies has proudly operated since 1997.
“We are very excited about the knowledge and expertise James is bringing to our practice,” said Mary Ellen Valliant, Managing Partner, Registered Principal and founder of Valliant Wealth Strategies. “His experience working with institutional investing firms will, no doubt, bring enormous value to our clientele here in Chestertown, the surrounding communities and our clients around the world.”
Added Bruce Valliant, Registered Principal and Managing Partner of Valliant Wealth Strategies, “James is going to be a vital resource for the area’s young professionals, especially those who are seeking alternative and informed strategic investment advising that is in line with both their values and their vision for a secure financial future.”
In addition to hiring Bedrock, the company announced the promotion of Sherry Sunkler, formerly Client Services Manager, to the role of Vice President of Client Services, Valliant Wealth Strategies, Client Relationship Manager, RJFS. Sunkler has been on the Valliant team since 2012. In her new role, she now works closely with branch personnel and oversees practice management development and team coaching.
About James Bedrock
James Bedrock, a Financial Advisor has more than ten years of experience working in the financial services industry and is a graduate of Washington College.
After earning his B.A. in Economics, James moved to the New York metropolitan area where he worked in several institutional investing roles, first as a financial advisor and then as a wholesaler for larger firms. His experiences working with institutional investing gave him vast knowledge of both traditional and non-traditional styles of portfolio management and he developed a keen expertise in the areas of financial analytics, sales, asset management, equities and fixed incomes.
For more information about James Bedrock or Valliant Wealth Strategies, please visit the office located at 110 S. Queen Street, Chestertown, MD 21620, call 410-810-0800 or visit www.valliantwealth.com
About Valliant Wealth Strategies
Valliant Wealth Strategies is a full-service independent partnership associated with Raymond James Financial Services Inc., based out of Chestertown, MD. Founded in 1997 as, “Valliant and Associates, LLC,” the practice is independent, allowing them to focus on clients as individuals. Bruce Valliant, managing partner and registered principal with RJFS, was recently named a 2019 Forbes Best-in-State Wealth Advisor1
Mary Ellen Valliant, founder, managing partner and registered principal with RJFS has been named to the Raymond James Leader’s Council in the years 2014, 2015, 2016, 2017, 2018 and 20192.