Aleen M. (Ali) Swofford, Ph.D., CLU, ChFC, President of Prosperity Partners Wealth Management, brings over thirty years of planning and investment wisdom into each client relationship. In 2017, she joined Wesley N. Price, CFP® of Tennessee Retirement Strategists along with Craig Hammer, RICP® to form Prosperity Partners Wealth Management, LLC. In addition to these three partners, PPWM also has three licensed assistants working for them. Ali brings life, passion, and energy into the business and genuine care and concern into every interaction she has with clients and their families.
It's Ali's ability to go beyond the assets to really hear clients' dreams and fears before designing retirement and estate strategies that appeal to both men and women. By communicating complex financial concepts through relatable analogies, issues such as secure lifetime income, risk management, and sequence of return become easily understandable.
Success in academia, administration, and business preceded Swofford's entrance into the planning and risk management field. Ph.D. at 23, professor, coach, women's athletic director, business owner, international speaker, best-selling author, community and industry leader and philanthropist all describe Ali. Ali also serves on many private and professional boards and works within many foundations here in East Tennessee as well as various other areas of the United States. Her passport is filled with world-wide travel stamps also!
When not serving clients or volunteering, Ali splits her time between homes in Kodak and on Douglas Lake. Boating, art and glass exploring, yard-scaping and traveling are other pastimes for her. If asked what she is doing this weekend, her answer will probably include spending time with family, friends, dog Eli and cat Jessie.