Alexandra Swanson

Alex has been in the financial services industry since 2009. She believes holistic financial planning creates better outcomes for clients. This requires the coordination of tax planning, investment management, cash flow analysis, risk management, and estate planning. Alex helps clients navigate how these pieces fit together to efficiently work towards clients’ goals.

Alex graduated Magna Cum Laude from the University of Florida with a Bachelor of Arts in 2009. Since then, she has worked in a variety of channels in financial services, working as a dedicated financial advisor since 2014. She currently holds a CFP® certification and previously has held FINRA series 6, 7, 63, and 66 licenses along with life, health, and variable annuity licenses, and long-term care certifications.

Active in her community, she volunteers for Junior Achievement to better equip young students on financial matters, is a regular blood donor, and is regularly involved with her children’s school communities.