For the last 40 years Ali Swofford has been helping East Tennesseans achieve their financial goals through education, holistic planning, and independent wealth management. Her ability to breakdown complex financial concepts into easily understandable language helps people feel comfortable while planning their financial future.
Ali is the past president of both the Knoxville Estate Planning Council and the Society of Financial Service Professionals. She has been a featured financial and estate planning speaker on television, radio, and cruise ships, as well as at both public and industry meetings.
Her philanthropic passion for giving back to her community was recognized by the Governor, Mayor, and County Executor who named June 14th “Ali Swofford Day”. In addition to serving as the President of the Knoxville Chapter of the American Financial Education Alliance (AFEA), Ali serves on the Human Animal Bond in Tennessee board, the Million Dollar Round Table Foundation Inner Circle committee and on the Geneos President’s Council.
When not helping people plan for their financial future Ali can usually be found at the lake. The peace and tranquility of both water and mountains renews her soul. Family and friends, as well as her dog, Eli, and cat, Jessie, share in her love of East Tennessee’s beauty.