GRASONVILLE, MD – Valliant Wealth Strategies (formerly Valliant & Associates, LLC), an independently owned financial services practice on the Eastern Shore, announces the addition of Larissa Costello, CRPC® as a Financial Advisor. Costello brings over five years of investment management experience to further enhance and help Valliant’s clients to long term financial success.
“We are very excited about the addition of Larissa Costello to our practice,” said Mary Ellen Valliant, Managing Partner, Registered Principal and founder of Valliant Wealth Strategies. “Her experience, values, and business strategies are in line with our group and Raymond James Financial Services and will allow us to expand business in our new Queen Anne’s County location. To my knowledge, we are the only female-owned practice in the area and we are extremely proud to now have three female financial advisors on staff.”
Costello will work out of newly-opened Valliant Wealth Strategies’ Grasonville office (3033 Kent Narrows Way South, Suite 5) and her primary role will be to focus on providing sound financial advice by recommending strategies to help clients with their desired objectives. Added Managing Partner and Registered Principal Bruce Valliant, “Larissa brings great value and is a key addition because she offers a wealth of experience helping clients with their financial goals.”
About Larissa Costello
Larissa Costello, CRPC®, a Registered Representative with over twenty years of working experience in corporate finance and accounting roles, joins Valliant Wealth Strategies from Ameriprise Financial in Annapolis, where she served as a Vice President and Financial Planning specialist since 2013. A Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for Financial Planning with a focus on client-centered problem solving.
Costello received her Bachelor of Commerce from the University of Newcastle (Australia). She has lived on the Eastern Shore for fifteen years and is married with three sons. She has served on the board of many local organizations, including the QAC United Way (2016-17) and is a former President of the Chesapeake Mom’s Club. She currently serves as a volunteer Character Counts Coach in the QAC public schools.
For more information about Larissa Costello or Valliant Wealth Strategies, please contact the office at 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 team recently opened a second branch location at 3033 Kent Narrows Way South, Suite 5, in Grasonville, MD. Valliant Wealth Strategies takes pride in being an independent practice, allowing them to focus on clients as individuals. Bruce and Mary Ellen Valliant were named to the Raymond James Leader’s Council in 2014, 2015, 2016, 2017 and now 2018*.
Raymond James Financial Services, Inc. is a financial services firm supporting more than 43,000 independent financial advisors nationwide, and is a wholly own subsidiary of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $730 billion
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of advisors’ future performance. No fee is paid in exchange for this award/rating.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Valliant & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Any opinions are those of Valliant Wealth Strategies and not necessarily those of Raymond James.