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 industry before advancing into the arena of private wealth management. By establishing the firm, Sloan and Jim Blakely have been able to help clients enhance their financial independence across a comprehensive menu of services. While he continues to advise clients on a personal level, Sloan’s primary role focuses on managing the business and promoting the overall investor experience at Blakely Walters Wealth Management.
A graduate of the Arizona State University W.P. Carey School of Business, Sloan earned his Bachelor of Science in Finance. Sloan holds his FINRA Series 7 & 66 registrations along with his Life and Health Insurance licenses. In addition to his oversight of the firm and its many strategic partnerships, Sloan is a respected guest speaker across a spectrum of financial topics. He is also a leading innovator in the development of financial wellness programs for corporations driven to enhance the financial literacy of their employees.
Outside of the office, Sloan enjoys spending time with his three kids, cooking, working out, and writing music. Prior to founding the firm, he and his former bands had songs featured on a number of movies and TV shows.
Articles Written by Sloan Walters
The Overview Employer sponsored retirement plans are amazing for accumulation Most employer sponsored retirement plans are terrible for distributions due to pro rata liquidations from your investments...
After-Tax Contributions: Super-Charging your Retirement Savings Plan By Sloan Walters An increasing number of employers offer 401(k) plans with unique features. One of those unique features is the ability to make after-tax...