CHESTERTOWN — Valliant Wealth Strategies, an independently owned financial services practice with two offices on the Eastern Shore, announces the hiring of James Bedrock as a financial advisor.
Bedrock in 2011 graduated from Washington College with a degree in economics.
His experience in the financial services industry includes eight years of institutional sales and marketing in New York and New Jersey, according to a news release.
After graduating from Washington, Bedrock 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, according to the news release.
“We are very excited about the knowledge and expertise James is bringing to our practice,” Mary Ellen Valliant, managing partner, registered principal and founder of Valliant Wealth Strategies, said in the news release. “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.”
Bruce Valliant, registered principal and managing partner, added: “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.”
Valliant Wealth Strategies also announced the promotion of Sherry Sunkler to vice president of client services. Previously she was client services manager.
Sunkler has been on the Valliant team since 2012. In her new role, she works closely with branch personnel and oversees practice management development and team coaching.
Valliant Wealth Strategies is a full-service independent partnership associated with Raymond James Financial Services Inc., based out of Chestertown. It was founded in 1997 as Valliant and Associates LLC.
Bruce Valliant was recently named a 2019 Forbes Best-in-State Wealth Advisor. Mary Ellen Valliant has been named to the Raymond James Leader’s Council for six years running, beginning in 2014.