Knoxville, TN #4618 Chapter Directors

Ali Swofford, PhD, CLU, ChFC

Chapter President

For over 40 years, Ali Swofford has been dedicated to empowering East Tennesseans to achieve their financial dreams through education, holistic planning, and independent wealth management. Known for her ability to simplify complex financial concepts, Ali ensures her clients feel confident and informed as they plan for their future.

Ali’s leadership extends beyond her practice. She is a past president of the Knoxville Estate Planning Council and the Society of Financial Service Professionals. Her expertise has made her a sought-after speaker, featured on television, radio, and cruise ships, as well as at public and industry events nationwide.

Ali’s commitment to giving back to her community has earned her widespread recognition, including the proclamation of June 14th as “Ali Swofford Day” by the Governor, Mayor, and County Executive. She serves as President of the Knoxville Chapter of the American Financial Education Alliance (AFEA) and contributes her time to the Human Animal Bond in Tennessee board, the Million Dollar Round Table Foundation Inner Circle committee, and the Geneos President’s Council.

Outside of work, Ali finds solace and inspiration in East Tennessee’s natural beauty. Whether enjoying the serenity of the lake or the majesty of the mountains, she treasures time with her family, friends, her dog, Eli, and her cat, Jessie. For Ali, East Tennessee isn’t just home—it’s a source of renewal and joy.

 

Financial Educator
Financial Educator