Phillip Schwegmann

Phillip Schwegmann: Email & Phone Number

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Senior Wealth Advisor at Cetera Financial Group|Cincinnati Metropolitan Area, United States

Position:

Senior Wealth Advisor at Cetera Financial Group

Location:

Cincinnati Metropolitan Area, United States

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Last updated: 2026-02-28
Updated: 2026-02-28

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Work Experience 33 years

Senior Wealth Advisor at Cetera Financial Group

Nov 2025 - Current

Account Executive at L.M. Kohn & Company

Jan 2024 - Dec 2025

First Vice President, Financial Advisor at Morgan Stanley

Jul 1993 - Aug 2024

Phillip Schwegmann started working in 1993, then the employee has changed 2 companies and 2 jobs. On average, Phillip Schwegmann works for one company for 11 years 3 months.

Their professional focus is Account Management, Business Analysis, and Financial Analysis across 3 core areas.

Education

MBA at University of Notre Dame Mendozza College of Business

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