Blakely Walters Wealth Management

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, Planning Grounds L.L.C., Next Financial Group, Inc., and Premier Supply Chain Solutions. He also has involvement in transitioning assets through Blakely Walters Wealth Management, operating as an independent registered investment advisor. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, offering wealth management that combines discretionary asset management and financial planning. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, with the use of alternative investments and sub-advisors when appropriate.

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 at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. She has worked at LPL Financial and Next Financial Group, Inc., among other firms, and has been with Blakely Walters Wealth Management since 2021. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, providing wealth management through discretionary asset management and financial planning. The firm employs fundamental, technical, and cyclical analysis in its investment approach and utilizes sub-advisors and alternative investment strategies.

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.