Find an Expert

Find an Expert

Find an Expert

Find an Expert

Steven  Schwer Senior Financial Associate

Steven Schwer, CRPC®

Senior Financial Associate

Wintrust Investments

Steven Schwer is a Senior Financial Associate and has been providing comprehensive investment planning services to his clients for more than 18 years. Steve joined Wintrust Wealth Management in 2013. Before joining the firm, Steve spent his 12 years in the financial industry serving a wide variety of clients at New England Financial in the Northbrook office.

Steve works with individuals and small businesses to create plans tailored to their unique needs. With his deep experience and dedicated commitment to service, Steve develops client profiles, constructs long-term strategies, and implements plans to help his clients meet their financial objectives.

Steve graduated from Governors State University with a degree in Finance. He holds FINRA Series 7 and 66 Licenses, in addition to his Illinois Life and Health and Long-Term Care Insurance Licenses. Steve lives in Hanover Park, Illinois with his wife and two children.


 

Request an Appointment

Ready to start a conversation?

Call us at 847-879-7928 or:

Serving Clients At:

Bloomingdale Bank & Trust

165 W. Lake St.

Bloomingdale, IL 60108