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Our financial advice team


Alex Swisher, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Alex Swisher

Financial Advisor

Luminate
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies

Education

  • Bachelor of Finance, Texas Christian University

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Our office volunteers with the following charities, Meals on Wheels, Austin Street Center and Ronald McDonald House of Dallas.

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.