Ali Swart, CFP®, MBA

Ali Swart, CFP®, MBA

Managing Director – Wealth Planning, Waldron Private Wealth

Ali Swart is responsible for strategic leadership and management of Waldron’s Wealth Planning Team, focusing on providing a world class financial planning and client experience. In addition to her management and leadership responsibilities, Ali simplifies the wealth complexities for a select group of multigenerational ultra-high net worth families. Ali also leads Waldron’s Diversity, Equity and Inclusion endeavors, co-hosts the Wealth Simplified podcast, and has a passion for increasing financial literacy and awareness.

Outside of work, Ali is a wife and mother to Logan, 4, and Alaina, 2, and enjoys biking, strength training and yoga.

Email: swart@waldronpw.com | Website: www.waldronpw.com (opens in new tab) | LinkedIn: www.linkedin.com/in/ali-swart-cfp (opens in new tab)