Blakely Walters Wealth Management

Edward Maruna is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory career, he served eight years in the U.S. Air Force and currently continues service in the Air Force Reserve. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage risk and customize portfolios to client objectives.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Planning Grounds L.L.C., as well as involvement with Blakely Walters Insurance, LLC. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing fee-based asset management, financial planning, and referrals to third-party money managers. The firm employs a tactical allocation investment approach that incorporates fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering an employer-facing subscription plan with payroll-deducted fees.

Sloan Walters is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He co-founded Blakely Walters Wealth Management in 2009 and has held roles at related firms including Blakely Walters Insurance and Planning Grounds Lab. Outside of finance, he is also an artist and musician involved with Silver Lake Rodeo. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering unique employer-sponsored investment advisory plans with payroll-deducted subscriptions.

Kathryn Swan is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at LPL Financial and Next Financial Group, Inc. She has also worked in education at Grand Canyon University and Marist Catholic High School. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through fee-based asset management, financial planning, and referrals to third-party money managers. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to customize portfolios aligned with client objectives.

James Blakely is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include leadership positions at Neighborhood Loans and multiple entities under the Planning Grounds and Blakely Walters names, where he has been involved since 2009. Outside of advising, he has ongoing involvement with Blakely Walters Insurance and various business ventures related to wealth and tax management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.