About Ali
Each member of the team at Waldron aims to leverage their unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.
This week, we turn the Spotlight on Ali Swart, CFP®. Ali is a Partner & Managing Director of Waldron’s Wealth Planning Department, where she works to develop and implement comprehensive, goal-based wealth planning strategies for our clients.
For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.
Spotlight Questions
- Why did you join Waldron?
- I wanted to work in a place where providing a high standard of care and advice is possible.
- What is the best advice you have ever received?
- My Grandpa once told me “Adversity breeds character.” Those three words taught me to look at every challenge I’ve faced as an opportunity for growth.
- What is something people would be surprised to learn about you?
- I raced motocross from age 5-13. I only stopped because I broke my wrist at a Loretta Lynn Qualifier and it ruined my summer AAU basketball. I dreamed of playing basketball in college and wanted that to be my focus.
- Which of Waldron’s cultural values resonates with you the most?
- Driven to Make a Difference.
- What is your favorite quote or motto?
- “Discipline equals freedom.” – Jocko Willink
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