At Financial Harvest Wealth Advisors, we’re proud to announce the addition of Alex Swanson to our team. If you know Alex, you understand why we’re so excited. Already our friend, Alex has felt like part of our Financial Harvest family from his first day on the job.
Joining our staff as an Operations Specialist, Alex is putting both his relational and operational skills to work. He’s immersed in our business, learning every facet of our process and our services, and is concurrently studying to receive his Financial Industry Regulatory Authority (FINRA) Series 65 Securities License for investment advisors. “My goal,” said Alex, “is to serve clients, offering guidance and insight to help them build strong personal balance sheets to support their financial security. I look forward to assisting people in strategically creating, preserving, and using wealth in ways that inspire them while positively impacting loved ones and communities.”
Alex’s professional background includes serving business owners as a Commercial Underwriter and Relationship Manager in the banking industry. With a strong foundation in finance and a desire to interact and serve others, Alex will be a valued member of the team at Financial Harvest.
A Florida Gator, Alex received his Bachelor of Science in Business Administration in 2015. Since graduation from the University of Florida Heavener School of Business, Alex has worked first for IberiaBank (Orlando) and most recently for One Florida Bank (Orlando).
He is a graduate of Winter Park High School, where he helped lead the 2010 and 2011 Boys Basketball Team to back-to-back State Championship titles. He has also lived in Chattanooga, Tennessee, and Fort Meyers, before moving with his family to Orlando in 2004.
Alex is an active member of First Presbyterian Church Orlando, where his father, Dr. David D. Swanson, serves as Senior Pastor and Head of Staff.