DANIEL SCHWEGMAN
Daniel is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Ohio Region. With over 12 years of financial services experience, Daniel's career has concentrated on providing advisory services for successful individuals and families in investment management, trust and estate administration, financial planning, and banking. Throughout his career, Daniel has attended industry specific courses through Cannon Financial Institute and obtained designations as a Certified Financial Planner in 2020 and a Certified Exit Planning Advisor in 2024. At Fifth Third Private Bank, Daniel and his highly credentialed team are dedicated to developing and implementing customized wealth management solutions personalized to your current situation, priorities, and aspirational goals.
After starting their professional careers in Indianapolis, IN, Daniel and his wife Morgan moved to Columbus, OH in January 2019. They planted their roots in Dublin, OH where they now have two children. Daniel is an active member of the Dublin AM Rotary Club where he serves on the board and executive committee and he's a graduate of Dublin Chamber of Commerce Leadership Dublin program.
Education:
Indiana University East, Richmond, IN - B.S. in Business Administration w/ Minors in Economics & Entrepreneurship
Anderson University, Anderson, IN - Master of Business Administration (M.B.A)
Daniel is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Ohio Region. With over 12 years of financial services experience, Daniel's career has concentrated on providing advisory services for successful individuals and families in investment management, trust and estate administration, financial planning, and banking. Throughout his career, Daniel has attended industry specific courses through Cannon Financial Institute and obtained designations as a Certified Financial Planner in 2020 and a Certified Exit Planning Advisor in 2024. At Fifth Third Private Bank, Daniel and his highly credentialed team are dedicated to developing and implementing customized wealth management solutions personalized to your current situation, priorities, and aspirational goals.
After starting their professional careers in Indianapolis, IN, Daniel and his wife Morgan moved to Columbus, OH in January 2019. They planted their roots in Dublin, OH where they now have two children. Daniel is an active member of the Dublin AM Rotary Club where he serves on the board and executive committee and he's a graduate of Dublin Chamber of Commerce Leadership Dublin program.
Education:
Indiana University East, Richmond, IN - B.S. in Business Administration w/ Minors in Economics & Entrepreneurship
Anderson University, Anderson, IN - Master of Business Administration (M.B.A)
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- Website:
https://www.53.com/content/fifth-third/en/wealth-management.html - Phone: 7655800736
- City: Dublin
- State: Ohio
- Postal Code: 43017
- Country: United States
- Designations: CFP®, CEPA®
- Markets Served:
- Company Name: First Merchants Bank
