Sona Marukhyan is an associate advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana.
As an experienced associate advisor, Sona provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. She oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Sona supports investment management through reviews, rebalancing, and reporting. Committed to excellence, she fosters strong client relationships and actively contributes to the team’s growth.
Sona began her career in public accounting. She spent five years in the Assurance Practice at Ernst & Young in Indianapolis, where she served public, private, and not-for-profit organizations. Before joining Blue Trust in 2015, she held financial analyst roles at IU Health and SAP (UK) Ltd.
Sona graduated from Bellarmine University with a degree in accounting and economics. She is a licensed Certified Public Accountant (CPA) and Certified Kingdom Advisor® (CKA®).
Engaged in her community, Sona is an active member of her local church. Additionally, she enjoys volunteering at her children’s school, admiring art, traveling, playing tennis and pickleball, and spending time outdoors.
Sona and her husband, Dave, have two daughters and reside in Fishers, Indiana.
