Edward Connor Maruna
Mesa
Summary
Dynamic Financial Advisor with a proven track record at Blakely Walters Wealth Management, specializing in retirement income planning and consultative sales. Expert in risk management integration and client engagement, I empower clients to achieve their financial goals through tailored strategies and effective communication. Committed to compliance and excellence in service delivery.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor / Wealth Manager
Blakely Walters Wealth Management
Phoenix
10.2024 - Current
- Develop and implement customized retirement income strategies incorporating IRAs, managed portfolios, annuities, and tax-efficient withdrawal strategies.
- Assess clients' retirement income needs by analyzing assets, liabilities, tax exposure, Social Security timing, and long-term income requirements.
- Recommended fixed and variable annuity solutions, enhancing clients' retirement plans with guaranteed income and principal protection.
- Educate clients on retirement risks including longevity, sequence of returns risk, inflation, healthcare costs, and tax law changes.
- Conduct discovery meetings via phone and video to uncover retirement events, financial concerns, and long-term goals.
- Motivate clients to take action using consultative sales techniques and objection-handling strategies.
- Utilize RedTail CRM to document client interactions, suitability analysis, follow-ups, and compliance requirements.
- Partnered with internal specialists for advanced estate planning and tax strategies.
- Manage multiple client relationships simultaneously while meeting service expectations and production goals.
Missile Alert Facility Manager
U.S. Air Force
01.2022 - Current
- Led personnel safeguarding a $15M facility supporting strategic deterrence operations; managed operational risk and compliance in a zero-failure environment.
- Managed facility maintenance and operations for military installations.
- Oversaw safety inspections and compliance with federal regulations.
- Coordinated repairs and renovations with contractors and vendors.
Electronic Warfare Craftsman
U.S. Air Force
10.2016 - 01.2022
- Modernized high-value defense systems; supervised repair operations and managed $235M in assets over four years, ensuring regulatory compliance.
- Constructed specialized equipment for various Air Force operations.
- Maintained and repaired key systems for optimal performance and lethality.
Education
Bachelor of Science - Finance (Concentration in Financial Planning)
Southern New Hampshire University
Manchester, NHSkills
- Retirement Income Planning
- Annuity Strategy & Education
- Risk Management Integration
- Inbound/Outbound Client Engagement
- Consultative Sales & Objection Handling
- Regulatory & Compliance Adherence
- RedTail CRM
- Financial Data Analysis
- EMoney Financial Planning Tool
Certification
- FINRA Series 7, Active
- FINRA Series 66, Active
- Arizona Life Insurance License, Active
- Maryland Life Insurance License, Active
Timeline
Financial Advisor / Wealth Manager
Blakely Walters Wealth Management
10.2024 - Current
Missile Alert Facility Manager
U.S. Air Force
01.2022 - Current
Electronic Warfare Craftsman
U.S. Air Force
10.2016 - 01.2022
Bachelor of Science - Finance (Concentration in Financial Planning)
Southern New Hampshire University