Alex Swanson

Alex swanson financial harvest

Operations Specialist

Alex joined the Financial Harvest team in the spring of 2022 after previously serving clients in the banking industry as a Commercial Underwriter and Relationship Manager. Banking provided Alex with a strong foundation in finance, but a desire to have a more direct impact in the personal lives of others sparked a calling into the financial planning industry. Alex currently serves as an Operations Specialist and is qualified to serve clients by giving fiduciary investment advice as a licensed Investment Advisor.

(Click below)

Background Client Philosophy Education Employment Certifications & Designations Personal

Alex uses his previous experience working with small business owners in commercial banking to help clients build strong personal balance sheets to support their financial security. 

Alex joined the Financial Harvest team in the spring of 2022 after previously serving clients in the banking industry as a Commercial Underwriter and Relationship Manager. Banking provided Alex with a strong foundation in finance, but a desire to have a more direct impact in the personal lives of others sparked a calling into the financial planning industry.

As the son of a Presbyterian minister, the value of personal character was impressed upon Alex from an early age, including the core principles of integrity, loyalty, and stewardship. Those served him well through two moves during his childhood from Chattanooga, TN to Ft. Myers, FL, and then to Orlando, FL, in 2004. To this day, he aims to use these values to deliver uncommon service to clients.

Alex attended Winter Park High School, where he was an integral part of the 2010 and 2011 state championship-winning basketball teams. His work ethic and competitive spirit on the basketball court transitioned to the classroom, where he attended the University of Florida, graduating from the Heavener School of Business in 2015. Alex has always had a passion for business and the variety of ways individuals and families can strategically create, preserve, and use wealth to positively impact loved ones and communities.

Alex currently serves as an Operations Specialist and is qualified to serve clients by giving fiduciary investment advice as a licensed Investment Advisor.

I hope to have a direct impact on the personal lives of individuals and families through financial planning that is strategic and customized to their goals and values.

  • University of Florida, B.S.B.A, 2015
  • Financial Harvest Wealth Advisors, 2022 – Present
  • One Florida Bank, Orlando, Florida, 2019 – 2022
  • IberiaBank, Orlando, Florida, 2015 – 2019
  • FINRA Series 65

My parents grew up in Dallas, Texas, where most of my extended family still resides. I always look forward to our annual trips in the summer to visit! I still enjoy playing basketball but have really developed a passion for golf, and I try to play as often as I can. I love being an uncle to my nephew Callum (3) and niece Charlotte (2).

I also enjoy traveling, watching movies, boating around the many chains of lakes in Orlando, and Gator Football Gamedays up in Gainesville, Florida. I’m also active at First Presbyterian Church of Orlando, where my dad currently serves as senior pastor.

We'd Like to Hear From You
Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
Skip to content