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Steven  Schwer Financial Advisor

Steven Schwer, CFP®, CRPC®

Financial Advisor

Wintrust Investments

Steven Schwer is a Financial Advisor who 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 provides support to the team that 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 pursue their financial objectives.

Steve graduated from Governors State University with a degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning CounselorSM, and holds FINRA Series 7 and 66 Licenses, in addition to his Illinois Life, Health, and Long-Term Care Insurance Licenses. Steve lives in Schaumburg, Illinois with his wife and two children. 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®

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Call us at 847-879-7928 or:

Serving Clients At:

Bloomingdale Bank & Trust

165 W. Lake St.

Bloomingdale, IL 60108