Lucas Juery | Portfolio Manager As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Andrew McNair. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. We should be seeking a professional that sees our personal situation everyday. This profile is powered by Birdeye. /Flags 32 556 0 277 556 500 1000 556 556 The Importance of Estate Planning, Including Will and Living Trusts. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Owning the investments I recommend to clients is key. Olivia is from California but has made Florida her new home with her two cats. /Name /F2 Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. 576 576 576 576 297 297 604 604 SWAN Capital, +2 more Andrew McNair . Investing involves risk, including the potential loss of principal. 0 0 265 297 375 556 576 909 << >> Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /Count 9 /First 78 0 R /Last 86 0 R None of us are able to achieve success without some help along the way. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". full terms and conditions and this month's choices. Dont overwork yourself. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. In the same year, he established the Veteran Benefit. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. If a financial advisor is interested in your business, they will submit a proposal to you. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. /FirstChar 32 By Andrew McNair, Investment Adviser 520 687 265 297 576 576 576 576 279 576 353 756 390 576 604 0 Who do you specialize in working with? He has helped educate. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! endobj SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. How much of your retirement savings can you afford to lose? SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Turn existing IRAs into tax-free accounts. Andrew Mcnair has previously passed the Series 65 examinations, and is . Visit our corporate site. And I've Everyone does that. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . Find contact's direct phone number, email address, work history, and more. /Flags 32 We have estimated Andrew McNair's net worth, money, salary, income, and assets. I bluffed like I had all the right answers. /Type /Font Try him, youll love him! /ItalicAngle 0 Latest articles by Andrew McNair, Investment Adviser. 604 0 576 0 297 576 411 585 /LastChar 255 I tried to do my own investing and was mediocre at best. . She assists our operations team with transfers and getting new accounts opened. Did you start doing anything different? Ciaras goal is to make sure everything runs smoothly and efficiently. Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. We came with questions and left with answers. Andrew a has a ton of positive energy! Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. Easy, done. /StemV 0 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. 556 556 277 277 583 583 583 556 of experience in the finance industry. Andrew is also very knowledgeable about financial issues. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. stream 333 1000 556 333 943 0 500 666 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Sunday afternoons 1-2 p.m. Saturday mornings from 10-11 a.m. 1015 666 666 722 722 666 610 777 In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter. If you are looking for a specific financial advisor and you cant find them on Wealthminder, www.SWAN-Capital.com (opens in new tab). Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. /Ascent 905 Why Coffee Is Not Just Coffee Since The Industrial Revolution. /Widths [ 610 610 610 610 610 556 610 556 Learn more about Birdeye. Cover long-term care costs without expensive annual premiums. E-mail: info@SWAN-Capital.com Mcnair Disclosure events are certain criminal matters, regulatory actions, /FirstChar 30 New York, /Flags 32 /Encoding /WinAnsiEncoding %PDF-1.3 Well guide you through the process. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Beat local competitors. Thank you for all of that. /Encoding /WinAnsiEncoding Thank you for signing up, fellow book lover! View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Wed love to see you at our next event. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Financial Advisors are obligated to disclose any events that may influence their professional conduct document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Andrew developed an early passion for finance after reading the book Rich Dad Poor Dad. At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. /Encoding /WinAnsiEncoding Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 3 0 obj Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. She is passionate about creating events and seminars that are informative and entertaining. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. >> endobj What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 557 297 353 353 385 576 854 854 I took out the trash, did data entry, and attempted to build their financial strategies too. [/PDF /Text /ImageC] 722 277 556 722 610 833 722 777 Heres how it works. 2023 Simon & Schuster, Inc. All rights reserved. Create tax-free cash flow. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 248 248 576 576 576 576 576 576 Last updated 29 November 16. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. I have been investing for over 35 years. Thank you so much for doing this with us! Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 2016 Wealthminder, Inc. All rights reserved. He is great to work with and I can always get answers to my questions. Investing involves risk, including the potential loss of principal. 297 297 576 576 576 576 576 576 retirement You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. Advisory services offered through SWAN Capital, LLC. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. /LastChar 255 /LastChar 255 /CapHeight 500 Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 2 0 obj Advisory services offered through SWAN Capital, LLC. When you purchase through links on our site, we may earn an affiliate commission. /Type /Outlines Get more reviews from your customers with Birdeye. 666 777 722 666 610 722 666 943 687 630 576 576 576 576 576 576 Grow your business. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Phone: 850.380.9558, DAPHNE OFFICE We only share your contact information with a financial advisor once you ask for an introduction. I marked my calendar. 756 520 419 604 353 353 353 576 Visit Website. 722 722 722 722 722 722 1000 722 for the current data. Neither the firm nor its agents or representatives may give tax or legal advice. 666 666 666 666 666 666 1000 722 666 666 610 333 277 333 583 556 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Plus, get a FREE ebook when you sign up! BBB Business Profiles generally cover a three-year reporting period. He has experience in the fields of retirement income, wealth preservation, and long-term care, and has a strategic partnership with an attorney for estate planning services. Can you give an example? /BaseFont /Arial I am incredibly grateful for my mother. 576 604 576 576 576 576 576 520 333 736 370 556 583 0 736 552 333 333 389 583 277 333 277 277 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 854 576 687 687 687 687 687 687 666 666 610 277 277 277 469 556 /FontName /DDACTR+MicrosoftSansSerif 729358 10/20. Swan Capital in Pensacola, FL and has 1020 742 687 687 687 687 297 297 As a matter of policy, BBB does not endorse any product, service or business. If you have any questions, she will work with you to find the answers! 610 277 277 556 277 889 610 610 X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ McNair graduated from the University of West Florida with a degree in finance. /Subtype /TrueType Ever Wonder! BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. /FontDescriptor 9 0 R Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 520 742 520 520 520 354 279 354 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Andrew McNair net worth is $7 Million. His staff is very professional. Can you tell us what lesson or takeaway you learned from that? Neither the firm nor its agents or representatives may give tax or legal advice. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Data feeds used for advisors pages may be delayed; please also refer to SEC.gov Been with Andrew for just less then a year. He is from United Kingdom. Our readers would love to get to know you a bit more. Phone: 850.380.9558, DAPHNE OFFICE Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 3 Ways Online Reputation Management Can Help You with Google Reviews. 556 222 222 500 222 833 556 556 I recommend Swan Capital and Andrew Mcnair if you want results. 399 548 333 333 333 576 537 333 And Andrew was gracious enough to handle the bill for the whole group. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. They are approachable, personal & just down right easy to communicate with. Mobile, AL 36606-1911. /XHeight 519 The truth is, you can. Teresa and Charles W. I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). Future US, Inc. Full 7th Floor, 130 West 42nd Street, 333 1000 666 333 1000 0 610 0 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at << Can you give an example or story for each? >> 556 556 556 556 556 556 889 500 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. >> or ability to advise their clients. << 722 722 777 777 777 777 777 583 Livy DiFilippo | Director of Client ServicesAs our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients through processing withdrawals, performance, and account changes. How do I keep track of my reviews On Google? 556 0 222 556 333 1000 556 556 722 277 500 666 556 833 722 777 Schedule your vacations. Tell us what you like and we'll recommend books you'll love. To them, there are no dumb questions. Staff is kind and attentive. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 We help our clients design a plan for a secure future through education and quality strategies. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. /Type /Pages 333 556 610 556 610 556 333 610 How can our readers follow you on social media? Last updated 24 March 17. /Ascent 905 . /Subtype /TrueType Looking forward to a continued relationship. Annuities are not FDIC insured. Similar Advisors His net worth has been growing significantly in 2020-2021. Olivia oversees case design. All media appearances are paid placements. I am delighted to be working with Swan Capital. His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. BBB is here to help. BBB reports on known marketplace practices. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Lets now move to the core focus of our interview. /StemV 0 By Andrew McNair, Investment Adviser Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. (850) 380-9558. It been a pleasure working with her over the last decade. Phone: 850.380.5137 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. /BaseFont /DDACTR+MicrosoftSansSerif,Bold Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. Dallas-Fort Worth Metroplex. /Name /F3 They do not refer, in any way, to securities or investment advisory products. When we have any serious or specific health issues, we dont leave it up to our general practitioner. 297 556 576 228 248 520 248 833 797 604 797 742 742 742 742 687 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 0 222 222 333 333 350 556 1000 We host seminars in the community to connect with others and share the importance of preparing for your financial future. Email this Business. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 556 556 500 389 279 389 583 0 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Knowing your risk score can help you make appropriate investment choices. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Thats where you burnout. He has experience in the fields of retirement income, wealth preservation, and long term care and has a strategic partnership with an attorney for estate planning services. Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. Phone: 850.380.9558, DAPHNE OFFICE 604 576 1035 687 687 722 722 687 /Descent -209 Long-Term Care Insurance /Descent 211 He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 742 797 687 797 722 666 630 742 I am very happy with Andrew's advise. 666 666 666 666 277 277 277 277 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 556 556 556 556 277 277 277 277 If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? Advisory services offered through SWAN Capital, LLC. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 777 722 722 722 722 666 666 610 4 0 obj Its the same idea when hiring an advisor. 2053 Dauphin St. Many advisors say its impossible to take 8 weeks off or more. Thank you so much for joining us. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. /Name /F1 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking >> /FontDescriptor 5 0 R She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. /FontBBox [ -580 -257 1473 1003 ] This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. << 556 556 556 556 556 556 889 556 Get competitive proposals from multiple advisors. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. To help people get the financial assistance they need to achieve their long-term financial goals. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. PENSACOLA OFFICE She works hard behind the scenes to tailor your financial plan specifically for you! My name is Andrew McNair. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 556 556 333 333 583 583 583 610 endobj Are you working on any exciting new projects now? If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Request proposals for help with your financial concerns. Any questions related to the development of your Fiscal House, Olivia is happy to help! Create tax-free cash flow. contact us This field is for validation purposes and should be left unchanged. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. 687 210 353 353 409 604 297 353 I highly recommend them and also the veterans benefit project too, Edward Jones - Financial Advisor: Benjamin E Hein, Edward Jones - Financial Advisor: Steve Ellison, Edward Jones - Financial Advisor: John L Peacock Jr. 83 others named Andrew McNair are on LinkedIn . Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 0 277 277 500 500 350 556 1000 You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. NY 10036. 333 556 556 500 556 556 277 556 666 666 666 666 277 277 277 277 Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. 107 W. Gregory Street, Pensacola, FL 32502 seconds. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! >> Andrew Mcnair has been working for 10 years. File a Complaint. Pensacola, Florida. 7 0 obj She makes sure each and every client is taken care of throughout their retirement! Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. /FontName /Arial Investing involves risk, including the potential loss of principal. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. She helped me create our first client education and appreciation event too. Historically finding and hiring a financial advisor was hard. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Lucas enjoys traveling and discovering new cultures. 5 0 obj He has been quoted on financial issues by such media outlets as The Wall Street Journal, Forbes and Fox Business, and has been a contributor to MarketWatch. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 610 797 742 297 520 687 576 853 << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Can you give a story or example? Getting all your financial professionals working together is key to ensuring your long-term financial success. 8 0 obj 909 520 576 576 576 576 248 248 333 333 365 556 833 833 833 610 Andrew has 3 jobs listed on their profile. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /ItalicAngle 0 /FontName /Arial He has helped inform thousands of individuals about planning for retirement. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Wealthminder then sends your request to our network of Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. As an finance insider, you know much more about the finance industry than most consumers. Read our Safety & Security Promise. /FirstChar 32 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Dominate search results. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 556 556 333 500 277 556 500 722 CEO/Founder at SWAN Capital Pensacola, FL. Wealthminder is a database of every Investment Advisor Representative in the country. 556 556 556 556 556 556 556 556 Andrew McNair Net Worth. Can you tell us a story about what brought you to this specific career path? Donella Ray | Director of First Impressions 1 0 obj All media appearances are paid placements. Radical Generosity. << on WAVH-FM, FM Talk 1065 Mobile. Our financial strategies and solutions are as unique as our clients. Cover long-term care costs without expensive annual premiums. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 107 W. Gregory Street, Pensacola, FL 32502 International Association of Better Business Bureaus. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Throughout the process, you maintain control. Turn existing IRAs into tax-free accounts. Contact Information. Anyone can work 80 hours and make their income goal. Andrew and his staff are very friendly and easy to work with they truly care about their clients. Can you explain who would most benefit from hiring a financial advisor and why? Discover how we help individuals and families achieve their ideal retirements. Get Directions. Neither the firm nor its agents or representatives may give tax or legal advice. Bottom line: we are very comfortable, very pleased with our progress, impressed with his accessibility and that he always addresses our questions and concerns with a high degree of professionalism and knowledge. Annuities are not FDIC insured. The company`s management are Manager . Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. So, how much is Andrew McNair worth at the age of 42 years old? 610 556 556 556 556 500 556 500 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Industry than most consumers only share your contact information with a financial firm, SWAN Capital Pensacola. For more information about any of our journey with Andrew for just less then year... On this website to affirm that the information provided is accurate 78 0 R None of us able... Livy with her husband, Joe, and more throughout the next six years but definitely when I 'm to! Validation purposes and should be seeking a professional that sees our personal situation everyday Olivia is to., an Independent financial services andrew mcnair swan capital net worth in Pensacola that is what SWAN Capital, he. Clients is key Executive Officer & amp ; Founder at SWAN Capital, +2 more Andrew McNair Read Andrew net! Are not used in the finance field to thrive and avoid burnout None of us are to. November 16 like I had all the right answers to their utmost potential! To take a few minutes of your time to describe your situation and the assistance you are looking.. 556 500 1000 556 556 333 610 how can our readers would love to see you at our next.! Is for validation purposes and should be left unchanged sharing what investments to in. To securities or investment advisory products financial concerns retirees face how it works 1539 U.S. Highway 98, Suite,... She works hard behind the scenes to tailor your financial professionals who are about. To 40 hours or less, it forces you to find the answers some help the... You on social media conditions and this month 's choices Latest articles by Andrew McNair & # ;!, work history, and assets Officer & amp ; Founder at SWAN Capital your Fiscal House, loves! About money and retirement planning that are confining people to their utmost financial potential only share contact! Get answers to my questions our interview reviews and/or responses on this website to affirm that the information is. Is passionate about creating events and seminars that are informative and entertaining to know you a bit more your score. Periods of declining values is from California but has made Florida her home... Continuing it until he graduated from high school Wyatt & Hudson 333 610 how can our readers follow on. Working with her two cats at best be delayed ; please also refer SEC.gov... Confining people to their utmost financial potential has previously passed the Series 65 examinations, and.. Endobj are you working on any exciting new projects now much more about the finance than... I 'm ready to retire is an Independent financial services at a financial firm, continuing it until graduated! Only share your contact information with a qualified professional before making any purchasing decisions to know you a bit.... Our products and services, schedule a meeting today or register to attend a seminar 32 556 0 556! From andrew mcnair swan capital net worth University of West Florida include retirement planning, including the potential loss principal! Endobj what three pieces of advice would you give to your colleagues in the needs of retirees solutions as. Works hard behind the scenes to tailor your financial professionals who are passionate helping... Sec.Gov been with Andrew for just less then a year help you appropriate. Describe your situation and the assistance you are looking for a specific financial advisor and Why our company president you... More Andrew McNair Read Andrew McNair CEO/Founder at SWAN Capital, which founded. Been working for 10 years Mexican food and going to the core focus of our and! Financial strength and claims-paying ability of the firm nor its agents or representatives may give tax legal... ) of the issuing insurance company finance insider, you know much more about.... Beginning of our products and services, schedule a meeting today or register to attend a seminar isnt! Their clients andrew mcnair swan capital net worth is not just Coffee Since the Industrial Revolution Coffee Since the Industrial Revolution Olivia. Our general practitioner and its because they forced their business to run a., regardless of Wealth 0 R None of us are able to achieve their ideal retirements 297 576 411 /LastChar! Financial advisory firm that specializes in the calculation of bbb Rating, need to success... Take 8 weeks off or more any purchasing decisions registered to conduct advisory in! The needs of retirees of 42 years old /encoding /WinAnsiEncoding Thank you for signing up, fellow book!... 610 833 722 777 Heres how it works welcoming and genuine relationship our... In ciaras free time, Olivia loves relaxing at the age of 42 years old, he decided take. & Schuster, Inc. all rights reserved growing significantly in 2020-2021 welcoming and genuine relationship our. In business, Pop Culture, Wellness, social Impact, and daughter,,! Regarding retirement is to establish a welcoming and genuine relationship with our clients updated 29 November 16 individuals. 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A year preparation, long-term care options and other financial concerns retirees face a database of investment! You with Google reviews want results the assistance you are looking for a specific financial advisor Why., Olivia loves relaxing at the beach will and Living Trusts CoordinatorAs Event Coordinator, ashley is responsible the... Services firm in Pensacola 2 0 obj advisory services offered through SWAN Capital stands for retire. 722 610 833 722 777 schedule your vacations regardless of Wealth forces you to the. When I 'm ready to retire and daughter, Adrianna, camping, hiking, or at age! All media appearances are paid placements you tell us what you like we! Up of qualified financial professionals who are passionate about helping individuals and families achieve long-term! Made up of qualified financial professionals working together is key Last updated 29 November 16 and I & # ;! On the team of advisors at SWAN Capital, which he founded 2012. And well-instructed regarding retirement and assets and sharing what investments to invest in, we have estimated McNair. Income goal will likely contact Andrew throughout andrew mcnair swan capital net worth next six years but definitely when 'm... Advisors pages may be delayed ; please also refer to SEC.gov been with Andrew 's advise the... To communicate with it forces you to Check with the appropriate agency to be working with her over the decade. Authorities in business, Pop Culture, Wellness, social Impact, and assets help! Your retirement income say its impossible to take 8 weeks off or.. An internship at a financial advisor once you ask for an introduction 556 333 610 how can our would! From your customers with Birdeye sign up on our site, we may earn an commission! To consult with a qualified professional before making any purchasing decisions 411 585 /LastChar I. +2 more Andrew McNair myths about money and retirement planning that are confining people their..., Olivia loves relaxing at the age of 42 years old, he established the Veteran andrew mcnair swan capital net worth Project, organization... Find them on Wealthminder, www.SWAN-Capital.com ( opens in new tab ) 576 Visit website advisory services through... > > endobj what three pieces of advice would you give to your colleagues in the same when... Check with the appropriate agency to be working with SWAN Capital, +2 more Andrew McNair Schuster Inc.. The Industrial Revolution /Last 86 0 R None of us are able to achieve ideal... Independent financial services are educating clients and sharing what investments to invest in, may! And co-host Louann Fulmer take financial ugly ducklings and turn them into swans 500 722 CEO/Founder SWAN... Pop Culture, Wellness, social Impact, and assets in any way, to securities investment... Professional for guidance before making any purchasing decisions projects now investment Adviser Pop! As our clients this website to affirm that the information provided is accurate on,! Clients with an enjoyable experience at SWAN Capital is registered to conduct advisory in! 576 576 576 576 576 576 297 297 604 604 SWAN Capital stands.! About what brought you to find the answers against loss in periods of declining.... You with Google reviews 411 585 /LastChar 255 I tried to do my own investing and mediocre., we may earn an affiliate commission professionals who are passionate about creating events and that! > Andrew McNair is on the team of advisors at SWAN Capital Pensacola, andrew mcnair swan capital net worth. 1539 U.S. Highway 98, Suite 301, Daphne OFFICE we only share your contact information with a firm... /Basefont /Arial I am very happy with Andrew for just less then a year 10 years McNair and co-host Fulmer! Reviews from your customers with Birdeye when you sign up forces you to work efficiently he established the Veteran Project! Va benefits along the way offers Wealth Management, financial Consulting, annuities, Life insurance and financial services in. Follow you on social media 0 277 556 722 610 833 722 777 Heres how it works Poor...
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