Additional Services
Additional Services
Ainsley Box
Processing Specialist
480-776-5892
ainsley.box@blakelywalters.com
Ainsley is a Processing Specialist at Blakely Walters Wealth Management, where she plays a crucial role in supporting client services by managing paperwork, processing transactions, and handling client requests with accuracy...
Amy Costello
Office Manager
480-776-5892
amy.costello@blakelywalters.com
As the Office Manager at Blakely Walters Wealth Management, Amy plays a pivotal role in ensuring the smooth day-to-day operations of the firm...
Connor Maruna
Wealth Manager
4807765892
connor.maruna@blakelywalters.com
James (Jim) Blakely
Co-Founder
480-776-5892
Jim is a seasoned entrepreneur and experienced financial advisor, dedicated to helping clients pursue lasting financial success through a deep understanding of financial history and market...
Kathryn Swan, CFP®
Wealth Manager
480-776-5892
As a CFP® professional and Wealth Manager, Kathryn plays an integral role in guiding clients through the financial planning process. She leverages advanced tools like eMoney...
Maddie Morris
Scheduling and Reception
Maddie is the Scheduling and Reception Coordinator, serving as a primary point of contact for clients...
Paul Butler
Wealth Manager
480-776-5892
After retiring for a few years to support the early years of his son, Paul has joined Blakely Walters Wealth Management...
Sloan Walters
Co-Founder
480-776-5892
As Co-Founder of Blakely Walters, Sloan Walters strives to provide clients with the highest level of financial advice, education, and experience. Having worked in finance since 2004, he began his career in the banking...