Our financial advice team

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

Alex Swisher

Financial Advisor

Luminate
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Charitable Giving
  • Small Business

Education

  • Bachelor of Finance, Texas Christian University

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2025
  • 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 team volunteering at Feed My Starving Children, Dallas
Our team volunteering at Feed My Starving Children, Dallas

Our office volunteers with the following charities:

  • Austin Street Center
  • Feed My Starving Children
  • Kids' Meals
  • Meals on Wheels
  • Ronald McDonald House of Dallas
  • Walk to End Alzheimer's

Interests

Outside of work, life is all about family. I met my wife, Eliza, in college, and now we’re raising two amazing kids—Sally (3) and Thane (1). We love exploring kid-friendly spots around Dallas and staying involved in their school activities.

My photos

4 albums
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Honored to receive recognition

I’m excited to share that Luminate has been named to the 2026 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.

Connect with us

Alex Swisher may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4171246

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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