For over 40 years, Ali Swofford has empowered East Tennesseans to achieve their financial goals through education, holistic planning, and independent wealth management. Known for making complex financial concepts simple, she helps clients plan with confidence.
A leader in her field, Ali is a past president of both the Knoxville Estate Planning Council and the Society of Financial Service Professionals. A sought-after speaker, she has shared her expertise on TV, radio, cruise ships, and at events nationwide.
Her dedication to the community has earned her widespread recognition—including June 14th being proclaimed “Ali Swofford Day.” She serves as President of AFEA’s Knoxville Chapter and is actively involved with the Human Animal Bond in Tennessee, the MDRT Foundation Inner Circle, and the Geneos President’s Council.
Outside of work, Ali finds renewal in East Tennessee’s lakes and mountains, cherishing time with family, friends, her dog Eli, and her cat Jessie. For her, home is more than a place—it’s an endless source of inspiration.