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. Ok. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. endobj After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. He is from United Kingdom. And Andrew was gracious enough to handle the bill for the whole group. endobj As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. 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. We help our clients design a plan for a secure future through education and quality strategies. 604 0 576 0 297 576 411 585 [/PDF /Text /ImageC] They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 666 777 722 666 610 722 666 943 /ItalicAngle 0 1 0 obj 556 0 222 556 333 1000 556 556 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. What do you think? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Getting all your financial professionals working together is key to ensuring your long-term financial success. /ItalicAngle 0 No investment strategy can guarantee a profit or protect against loss in periods of declining values. >> SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Encoding /WinAnsiEncoding (850) 380-9558. I recommend Swan Capital and Andrew Mcnair if you want results. full terms and conditions and this month's choices. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. BBB reports on known marketplace practices. 333 333 365 556 833 833 833 610 Radical Generosity. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 520 742 520 520 520 354 279 354 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Knowing your risk score can help you make appropriate investment choices. It was a priceless lesson to never act like you have the answers unless you really do. 687 630 576 576 576 576 576 576 /Type /Font Will your legacy be a benefit or a burden to your loved ones? Andrew Mcnair has previously passed the Series 65 examinations, and is . I am incredibly grateful for my mother. I have been investing for over 35 years. /FontBBox [ -665 -325 2000 1040 ] His net worth has been growing significantly in 2020-2021. 333 1000 556 333 943 0 500 666 Is there a particular person who you are grateful towards who helped get you to where you are? Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. Wealthminder was created for one simple reason: Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. /Encoding /WinAnsiEncoding 722 722 777 777 777 777 777 583 A member of the Masonic . Data feeds used for advisors pages may be delayed; please also refer to 556 576 576 576 333 500 277 576 333 333 365 556 833 833 833 610 Mobile, AL 36606-1911. 556 556 556 556 277 277 277 277 10 0 obj Been with Andrew for just less then a year. Advisory services offered through SWAN Capital, LLC. 556 556 556 556 556 556 889 556 Get Directions. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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. 722 722 722 722 722 722 1000 722 Identify the 3 most important steps to take NOW before the next bear market hits. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. He is great to work with and I can always get answers to my questions. /FirstChar 30 Our financial strategies and solutions are as unique as our clients. /CapHeight 500 << 687 963 687 687 630 297 297 297 Why Coffee Is Not Just Coffee Since The Industrial Revolution. Throughout the process, you maintain control. /FirstChar 32 729358 10/20. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. /Widths [ 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. 556 556 556 556 556 556 556 556 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526, A Solid Fiscal House Will Survive Any Storms, Series I Savings Bonds: An Investment Against Inflation. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 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. 489 571 353 576 576 500 556 556 Dominate search results. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Not only was his speak on what he does for people very well articulated the food was awesome too! SWAN Capital, +2 more Andrew McNair . Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. BBB Business Profiles may not be reproduced for sales or promotional purposes. 666 666 666 666 666 666 1000 722 Andrew McNair net worth is $7 Million. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. She assists our operations team with transfers and getting new accounts opened. This was very inspirational. I am delighted to be working with Swan Capital. Many advisors say its impossible to take 8 weeks off or more. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 399 548 333 333 333 576 556 333 5 0 obj They could see right through my bogus conjecture and called me out on it. He has helped inform thousands of individuals about planning for retirement. << If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 666 666 666 666 277 277 277 277 Nordstrom Andrew. SEC.gov Saturday We use interviews to draw out stories that are both empowering and actionable. Are you working on any exciting new projects now? 722 277 500 666 556 833 722 777 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. How do I keep track of my reviews On Google? McNair graduated from the University of West Florida with a degree in finance. /FontFile2 10 0 R 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. Historically finding and hiring a financial advisor was hard. Thank you for signing up, fellow book lover! Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . For more information about any of our products and services, schedule a meeting today or register to attend a seminar. I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Lucas enjoys traveling and discovering new cultures. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. She helped me create our first client education and appreciation event too. Wealthminder is a database of every Investment Advisor Representative in the country. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. How do you think that will help people? E-mail: info@SWAN-Capital.com on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. >> /StemV 0 We came with questions and left with answers. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. /FontDescriptor 9 0 R Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. I bluffed like I had all the right answers. 6 0 obj 107 W. Gregory Street, Pensacola, FL 32502 She seeks to maintain great rapport and trust within Swan Capital. 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? The point in my career in which I started to see success was when I started to practice what I preached. >> PENSACOLA OFFICE Try him, youll love him! % /Descent 211 /Type /FontDescriptor Heres how it works. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking /Widths [ Plus, get a FREE ebook when you sign up! PENSACOLA OFFICE |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? I am very happy with Andrew's advise. /Type /Outlines Turn existing IRAs into tax-free accounts. 399 548 333 333 333 576 537 333 ] View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 297 556 576 228 248 520 248 833 /Flags 32 3 Ways Online Reputation Management Can Help You with Google Reviews. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? The best way to use Wealthminder is to take advantage of our free proposal system. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Neither the firm nor its agents or representatives may give tax or legal advice. A people person, Vicki enjoys helping clients access their new accounts. By Andrew McNair, Investment Adviser 333 556 556 500 556 556 277 556 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. /StemV 0 556 0 277 556 500 1000 556 556 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. << /FontName /DDACTR+MicrosoftSansSerif By Andrew McNair, Investment Adviser At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. They are fiduciary! 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. << The Importance of Estate Planning, Including Will and Living Trusts. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding 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. BBB Business Profiles generally cover a three-year reporting period. 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. on WNRP-AM, 1620 Pensacola. 610 610 610 610 610 610 610 548 Turn existing IRAs into tax-free accounts. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. If a financial advisor is interested in your business, they will submit a proposal to you. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. BBB is here to help. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Required fields are marked *. None of us are able to achieve success without some help along the way. Phone: 850.380.5137 To them, there are no dumb questions. Advisory services offered through SWAN Capital, LLC. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. /BaseFont /DDACTR+MicrosoftSansSerif,Bold 4 0 obj Advisory services offered through SWAN Capital, LLC. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Tom Ford. 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. /LastChar 255 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. 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. on WCOA-AM, 1370 Pensacola. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 556 556 556 556 556 556 556 556 on WAVH-FM, FM Talk 1065 Mobile. /Subtype /TrueType 722 722 777 777 777 777 777 583 277 277 354 556 556 889 666 190 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. Thank you so much for doing this with us! We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Visit Website. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. over 9 years /Flags 32 Can you give an example? SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 0 0 265 297 375 556 576 909 /Type /FontDescriptor << 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. Phone: 850.380.9558, DAPHNE OFFICE Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. How can our readers follow you on social media? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. endobj >> Last updated 29 November 16. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Is there a takeaway or lesson that others can learn from that? /Name /F2 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. /FontBBox [ -628 -376 2000 1056 ] Thank you for signing up, fellow book lover! /Encoding /WinAnsiEncoding We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /XHeight 519 endobj In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. /Type /Pages He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Owner: mcnair andrew s Total Market Value: $64,934 Sale Price: $65,000 +Edit Past Address 4816 Tradewinds Dr, PENSACOLA, FL 32514-8214 View Address Year Built: 1978 Baths: 2.00 Property Lot Size: 9583 SF Building Area: 1701 Owner: mcnair andrew s Total Market Value: $77,685 Sale Price: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address /Kids [29 0 R 34 0 R 37 0 R 44 0 R 47 0 R 52 0 R 57 0 R 60 0 R 63 0 R 66 0 R 69 0 R 72 0 R 75 0 R ] /Count 9 /First 78 0 R /Last 86 0 R for the current data. Who do you specialize in working with? 576 576 353 1020 687 353 1020 0 Identify the 3 most important steps to take NOW before the next bear market hits. When you purchase through links on our site, we may earn an affiliate commission. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. 1015 666 666 722 722 666 610 777 In the same year, he established the Veteran Benefit. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. He specializes in the fields of retirement income, wealth preservation, and legacy planning. Request proposals for help with your financial concerns. We have estimated Andrew McNair's net worth, money, salary, income, and assets. ] In his career, Andrew is driven to help those most in need of financial planning and assistance. 7 0 obj You are a person of great influence. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. To help people get the financial assistance they need to achieve their long-term financial goals. Tell us what you like and we'll recommend books you'll love. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. . The current status of the business is Active. Andrew McNair's income source is mostly from being a successful Actor. 610 277 277 556 277 889 610 610 107 W. Gregory Street, Pensacola, FL 32502 . Can you share a story about that? Be the first to review! 666 666 666 666 277 277 277 277 Similar Advisors 312 605 353 703 520 353 963 0 If you are looking for a specific financial advisor and you cant find them on Wealthminder, 333 736 370 556 583 0 736 552 Swan Capital in Pensacola, FL and has I marked my calendar. Wed love to see you at our next event. File a Complaint. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 333 1000 666 333 1000 0 610 0 Last updated 24 March 17. endobj Andrew a has a ton of positive energy! Wealthminder was built to make the process much easier. savings I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! I have thoroughly enjoyed working with Andrew. Mcnair or ability to advise their clients. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. They are approachable, personal & just down right easy to communicate with. How BBB Processes Complaints and Reviews. 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. 3 0 obj Latest articles by Andrew McNair, Investment Adviser. Cover long-term care costs without expensive annual premiums. Discover how we help individuals and families achieve their ideal retirements. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Annuities are not FDIC insured. << /FontDescriptor 7 0 R /Widths [ 610 610 610 610 610 556 610 556 We host seminars in the community to connect with others and share the importance of preparing for your financial future. 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. 576 520 ] Are you able to identify a point in your career when you started to see success? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Our readers would love to get to know you a bit more. Investing involves risk, including the potential loss of principal. 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. 576 576 576 576 297 297 604 604 333 333 389 583 277 333 277 277 We help our clients design a plan for a secure future through education and quality strategies. Neither the firm nor its agents or representatives may give tax or legal advice. Schedule your vacations. prescreened financial advisors. Can you tell us a story about what brought you to this specific career path? Get competitive proposals from multiple advisors. Pensacola, Florida. Why did he name the company SWAN Capital? Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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. 666 777 722 666 610 722 666 943 Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. >> Andrew is the real deal and knows, without question or doubt, what investing is all about. Financial Advisors are obligated to disclose any events that may influence their professional conduct Why do amateurs employ coaches? She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Contact Information. It is essential to have your own financial house in order by having your own financial plan, in addition to having all of your financial documents organized and in one place. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Read our Safety & Security Promise. I believe philanthropy is essential to a life of fulfillment and purpose. 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. /Type /Font Can you explain who would most benefit from hiring a financial advisor and why? All media appearances are paid placements. 777 722 722 722 722 666 666 610 :-). He is always able to answer my questions. Can you give an example or story for each? 610 610 389 556 333 610 556 777 In his career, Andrew is driven to help those most in need of financial planning and assistance. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Create tax-free cash flow. This business is in an industry that may require professional licensing, bonding or registration. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 909 520 576 576 576 576 248 248 He started in the financial industry when he was just 14 years old. My name is Andrew McNair. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 277 333 556 556 556 556 279 556 854 576 687 687 687 687 687 687 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. www.SWAN-Capital.com (opens in new tab). Did you start doing anything different? In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Bob McNair initially built a. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 297 297 742 742 797 797 797 797 /Subtype /TrueType By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! 9 0 obj In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Its the same idea when hiring an advisor. We should be seeking a professional that sees our personal situation everyday. and financial matters in which the advisor has been involved. 576 604 576 576 576 576 576 520 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. /Ascent 921 /Name /F1 Grow your business. /CapHeight 500 /Ascent 905 Andrew is also very knowledgeable about financial issues. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy endobj The company`s management are Manager . 8 0 obj 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. /LastChar 255 << 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. She loves the beach and living where most vacation. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. They do not refer, in any way, to securities or investment advisory products. It depends on how well you've planned. %PDF-1.3 Get updates about Andrew McNair and recommended reads from Simon & Schuster. Investing involves risk, including the potential loss of principal. 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. /FirstChar 32 /FontBBox [ -580 -257 1473 1003 ] Investing involves risk, including the potential loss of principal. 500 500 500 333 259 333 583 0 Sunday afternoons from 1-2 p.m. McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. Well guide you through the process. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Thank you so much for joining us. retirement Andrew McNair Net Worth. 610 797 742 297 520 687 576 853 His staff is very professional. And I've 2 0 obj They do not refer, in any way, to securities or investment advisory products. Neither the firm nor its agents may give tax advice. 83 others named Andrew McNair are on LinkedIn . Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 09/2019 - Present Swan Capital, LLC CCO and Investment Adviser Representative Y Pensicola, FL, United States 02/2012 - Present SWAN CAPITAL, LLC Manager and Licensed Insurance Agent N PENSACOLA, FL, United States 06/2016 - 10/2020 AE WEALTH MANAGEMENT INVESTMENT ADVISER REPRESENTATIVE Y TOPEKA, KS, United States 04/2014 - 06/2016 GLOBAL . Ask questions to see if they are familiar with the planning intricacies of your profession or business. /Descent 211 Get more reviews from your customers with Birdeye. endobj Advisory services offered through SWAN Capital, LLC. /BaseFont /Arial,Bold BBB Business Profiles are subject to change at any time. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. /CapHeight 500 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. /Ascent 905 297 297 576 576 576 576 576 576 /Type /FontDescriptor Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. If you have any questions, she will work with you to find the answers! 0 277 277 500 500 350 556 1000 0 222 222 333 333 350 556 1000 Last updated 23 January 17. So, you think you can't afford to tithe? If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. endobj >> SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 seconds. . 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. 107 W. Gregory Street, Pensacola, FL 32502 Phone: 850.380.9558, DAPHNE OFFICE All media appearances are paid placements. Andrew Mcnair has been working for 10 years. Can you tell us what lesson or takeaway you learned from that? "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 333 556 610 556 610 556 333 610 Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. It been a pleasure working with her over the last decade. /Count 13 of experience in the finance industry. 248 248 576 576 576 576 576 576 Annuities are not FDIC insured. contact us 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. Olivia is from California but has made Florida her new home with her two cats. 556 556 500 389 279 389 583 0 610 556 556 556 556 500 556 500 /FontDescriptor 5 0 R Find out your risk score with our Riskalyze tool! Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Andrew McNair of SWAN Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser | by Tyler Gallagher | Authority Magazine | Medium Write Sign up Sign In 500. 666 666 610 333 277 333 583 556 Financial Planning Any questions related to the development of your Fiscal House, Olivia is happy to help! Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Olivia oversees case design. Owning the investments I recommend to clients is key. Dont overwork yourself. View Andrew McNair's profile on LinkedIn, the world's largest professional community. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. We loved Andrew and feel his advice is spot on. 777 722 722 722 722 666 666 610 I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 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. 107 W Gregory St, Pensacola, FL 32502 United States. I am really excited about my new book that I am finishing up called Rich Young Powerful which is about helping average givers become everyday philanthropists. 2053 Dauphin St. /FontName /Arial Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at /StemV 0 When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Retirement professional, Andrew McNair is the President of SWAN Capital. 557 297 353 353 385 576 854 854 /Subtype /TrueType Learn more about Birdeye. >> Annuities are not FDIC insured. 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. /Name /F3 /BaseFont /Arial 556 222 222 500 222 833 556 556 556 556 333 333 583 583 583 610 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. She works hard behind the scenes to tailor your financial plan specifically for you! BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. /Descent -209 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Lets now move to the core focus of our interview. Find contact's direct phone number, email address, work history, and more. 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. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 756 520 419 604 353 353 353 576 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. 729358 10/20. /Type /Font 333 1000 500 333 943 0 500 666 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 . Donella Ray | Director of First Impressions Disclosure events are certain criminal matters, regulatory actions, He has helped educate. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. and well try to help! All media appearances are paid placements. its likely that they are either exclusively a broker or are unlicensed - please Ciaras goal is to make sure everything runs smoothly and efficiently. 556 556 556 556 556 556 556 548 They do not refer, in any way, to securities or investment advisory products. 277 333 556 556 556 556 259 556 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. NY 10036. 687 210 353 353 409 604 297 353 520 687 265 297 576 576 576 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Visit our corporate site. 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. 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