Sloan Walters

Sloan Walters Email and Phone Number

Financial Wellness Expert @ Blakely Walters Wealth Management, L.L.C.
Sloan Walters's Location
Scottsdale, Arizona, United States, United States
Sloan Walters's Contact Details

Sloan Walters personal email

n/a
About Sloan Walters

I have dedicated my life to working with individuals and companies to identify financial goals and concerns that they need help dealing with. Spending time to identify these concerns allows me to develop long lasting, meaningful solutions for the people I work with.Disclosures:Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA and SIPCBLAKELY WALTERS is not an affiliate of NEXT Financial Group, Inc.

Sloan Walters's Current Company Details
Blakely Walters Wealth Management, L.L.C.

Blakely Walters Wealth Management, L.L.C.

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Financial Wellness Expert
Sloan Walters Work Experience Details
  • Blakely Walters Wealth Management, L.L.C.
    Owner, Partner
    Blakely Walters Wealth Management, L.L.C. Jan 2009 - Present
    Scottsdale, Arizona, Us
    View
  • North Star Resource Group
    Financial Representative
    North Star Resource Group Nov 2006 - Jan 2009
    Minneapolis, Mn, Us
    Served clients by helping them identify realistic solutions to their financial concerns. This process was done by spending a great amount of time with each client I met with to truly understand their concerns and goals.
    View
  • Desert Schools Federal Credit Union
    Member Services Representative
    Desert Schools Federal Credit Union May 2004 - May 2007
    Phoenix, Arizona, Us
    Worked with members of the credit union to identify solutions for their lending, insurance, estate planning, and savings needs. Also spent time developing relationships in community to help build awareness about the Credit Union's services.
    View

Sloan Walters Skills

Retirement Planning Wealth Management Estate Planning Finance Insurance Strategic Financial Planning 401k Investments Disability Insurance Retirement Fixed Annuities Strategic Planning Financial Advisory Life Insurance Personal Finance Alternative Investments Portfolio Management Customer Service Asset Management Securities Long Term Care Health Insurance Financial Services Iras Mutual Funds Investment Advisory Asset Allocation Wealth Management Services Series 7 Financial Planners Investment Strategies Financial Coaching Financial Analysis Socially Responsible Investing Financial Planning Goal Development Asset Managment

Sloan Walters Education Details

  • Arizona State University
    Arizona State University
    General

Frequently Asked Questions about Sloan Walters

What company does Sloan Walters work for?

Sloan Walters works for Blakely Walters Wealth Management, L.l.c.

What is Sloan Walters's role at the current company?

Sloan Walters's current role is Financial Wellness Expert.

What is Sloan Walters's email address?

Sloan Walters's email address is sw****@****ers.com

What is Sloan Walters's direct phone number?

Sloan Walters's direct phone number is +148025*****

What schools did Sloan Walters attend?

Sloan Walters attended Arizona State University.

What are some of Sloan Walters's interests?

Sloan Walters has interest in Children, Hiking And Camping, Economic Empowerment, Rock Climbing, Civil Rights And Social Action, Education, Science And Technology, Music, Arts And Culture.

What skills is Sloan Walters known for?

Sloan Walters has skills like Retirement Planning, Wealth Management, Estate Planning, Finance, Insurance, Strategic Financial Planning, 401k, Investments, Disability Insurance, Retirement, Fixed Annuities, Strategic Planning.

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