Employee Spotlight: Ali Swart, CFP® 

Ali Swart

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
Ready to Simplify Your Wealth?

Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at

This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. Due to various factors, including changing market conditions, aforementioned information may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 


About the Author

Ali Swart, CFP® is the Managing Director of the Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for Waldron's clients.

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