Alexandra Swanson, CFP®
Wealth Advisor, Senior Associate
Alex is a Wealth Advisor, Senior Associate at MAI with over a decade of experience in financial planning, investments, retirement, estate planning, education funding and insurance. She joined the firm in 2022, helping expand the firm’s footprint with a Colorado office. Alex believes in a personalized approach to wealth planning in order to address multiple goals and make clients feel confident in reaching their financial destinations.
Alex graduated Magna Cum Laude from the University of Florida. She is a CERTIFIED FINANCIAL PLANNER ™ professional.
Alex is a believer in financial literacy and has appeared on educational panels for the Latino Leadership Institute, the Denver Post, and the Denver Business Journal. Alex is also an active volunteer with Junior Achievement - an organization dedicated to teaching kids real life career and finance skills.