Valliant attends symposium in Chicago
— Bruce J. Valliant, registered principal, recently attended an invitation-only Top Advisor Symposium, hosted by Asset Management Services of Raymond James.
The annual conference offers financial advisors the opportunity to participate in educational sessions led by subject-matter experts and industry leaders, and also provides a forum for networking and sharing best practices with peers.
Valliant, whose office is located at 110 South Queen Street in Chestertown, was invited to attend the symposium for demonstrating an outstanding commitment to client service over the past year.
“Our sessions addressed a range of important topics, including new opportunities, market insights, and economic forecasts,” Valliant said. “It was also beneficial to hear about new resources available to help me serve clients.”
After returning from Chicago, the site of the 2017 meeting, Valliant plans to implement ideas discussed at the conference.
“This was a valuable experience for me, and I look forward to sharing what I learned with clients and with professionals throughout the community,” Valliant said.