Sona Marukhyan is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients from our office in Indianapolis, Indiana.  

As a CERTIFIED FINANCIAL PLANNER^® professional and experienced wealth advisor, she uses her objective perspective to support individuals, families, and business owners in making wise financial decisions with clarity and confidence, focusing on what matters most, and leaving a lasting legacy. Sona and her team integrate financial planning, tax and charitable giving strategies, investment management, and trust services into comprehensive financial plans tailored to each client’s financial and life goals. Sona is passionate about helping clients be faithful stewards of their resources, experience greater peace of mind, and live generously.

Sona started her career in public accounting, spending five years in the Assurance Practice at Ernst & Young in Indianapolis, where she served public, private, and not-for-profit organizations. Prior to joining Blue Trust in 2015 as a financial planner, she held financial analyst roles at IU Health and SAP (UK) Ltd.  

Sona graduated from Bellarmine University with degrees in accounting and economics. She is a licensed Certified Public Accountant (CPA) and obtained her Certified Kingdom Advisor® (CKA®) designation.

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 pickleball, and spending time outdoors.

Sona and her husband, Dave, have two daughters and live in Fishers, Indiana, a suburb of Indianapolis.