Ali Swart, CFP®

Managing Director – Wealth Planning

Ali is a valued member of our wealth planning group, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients, integrating income tax planning, estate planning, cash flow analysis, corporate benefit analysis, charitable planning and risk management. Prior to joining Waldron, Ali worked for Fidelity Investments for over seven years. She specialized in investment strategy, financial planning and relationship management for mass affluent families. Ali resides in North Fayette Township with her husband, Bill, son, Logan, daughter, Alaina, and their coonhound, Zoey. Outside the office Ali enjoys all Peloton classes,  road biking, and adventuring with her toddlers.

Education & Certificates
Masters of Business administration – Florida Atlantic University
Bachelor of Arts – Marketing and Management Information Systems – Marietta College
CERTIFIED FINANCIAL PLANNER™ Professional Executive Certificate Program – Graduate School of Leadership and Professional Studies – Duquesne University

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