
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
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 Kukla McGinnis Brown 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.
Dive into the latest insights from our expert team with our personal touch.
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...