Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the McGinnis Brown Taylor Team, he specializes in building trusted relationships with his clients by truly understanding them on a personal and financial level. This empowers him to create personalized solutions tailored to their specific long-term goals.

Robert brings more than a decade of valuable working experience in the wealth management industry to the KMB Team. Attracted to Moneta’s exceptional reputation, commitment to remaining independent, and deep understanding of their clients, he joined the firm in 2023 after nearly 10 years serving as an advisor, most recently at Fifth Third Private Bank and Regions Bank Wealth Management.

Robert earned his B.S. degree in Finance and Marketing from the University of Kentucky, graduating with magna cum laude honors. He continued his education and earned his MBA from Indiana University. Robert also holds the CERTIFIED FINANCIAL PLANNER® certification (CFP®).

Robert recently moved to St. Louis from Lexington, Kentucky. Away from work, Robert enjoys spending time with his wife and three kids.