Who We Are

At Blakely Walters, planning starts with you. We established our firm to bring our broad institutional background to the unique needs of individual investors. Our executives utilize their over 40 years of collective experience to provide a truly personal approach to wealth management. Whether you’re in the heart of your career or preparing for retirement, our advisors are committed to enhancing your performance.

Our Mission

As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation yet adaptable to change. When your life evolves, so should your strategies. Whatever you hope to pursue, our tailor-made strategies are built to help grow your wealth, minimize the burden of taxes, and give you confidence in pursuing your short and long-term goals.

Our Team

Sloan Walters

Co-Founder

480-776-5897

480-776-5892

swalters@blakelywalters.com

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...

James (Jim) Blakely

Co-Founder

480-776-5897

480-776-5892

jblakely@blakelywalters.com

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...

Paul Butler

Wealth Manager

480-776-5867

480-776-5892

pbutler@blakelywalters.com

After retiring for a few years to support the early years of his son, Paul has joined Blakely Walters Wealth Management...

Ainsley Box

Processing Specialist

(480) 776-5897

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

4807765871

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

4807765873

4807765892

connor.maruna@blakelywalters.com

As a Wealth Manager, Connor helps clients plan for their financial future. He creates detailed financial plans, exploring different scenarios to guide clients in reaching their long-term goals. Before his finance career, he spent eight...

Kathryn Swan, CFP®

Wealth Manager

480-776-5897

480-776-5892

kswan@blakelywalters.com

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

(480) 776-5897

m.morris@blakelywalters.com

Maddie is the Scheduling and Reception Coordinator, serving as a primary point of contact for clients...

We are growing! People that work with Blakely Walters get to participate in a fast paced, industry changing approach to delivering personal financial advice. If you are passionate about client service, personal finance, and making an impact we encourage you to send us your resume by clicking the button below.