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. The truth is, you can. Be the first to review! /Flags 32 /BaseFont /DDACTR+MicrosoftSansSerif,Bold Wealthminder is a database of every Investment Advisor Representative in the country. 576 604 576 576 576 576 576 520 277 277 354 556 556 889 666 190 As a matter of policy, BBB does not endorse any product, service or business. its likely that they are either exclusively a broker or are unlicensed - please 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. Can you tell us a story about what brought you to this specific career path? 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. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /CapHeight 500 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. A Qualified Domestic Relations Order divides up retirement assets. full terms and conditions and this month's choices. /Type /Font Well guide you through the process. Other versions of this page are available with specific content for the following regions: Kiplinger is part of Future plc, an international media group and leading digital publisher. We only share your contact information with a financial advisor once you ask for an introduction. 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. Nordstrom Andrew. /Ascent 905 for the current data. 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. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /Type /Font He has helped educate. She helped me create our first client education and appreciation event too. /Widths [ Tom Ford. 248 248 576 576 576 576 576 576 1015 666 666 722 722 666 610 777 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). Similar Advisors 610 610 610 610 610 610 610 548 To them, there are no dumb questions. 312 605 353 703 520 353 963 0 Why Coffee Is Not Just Coffee Since The Industrial Revolution. 333 1000 666 333 1000 0 610 0 854 576 687 687 687 687 687 687 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Sunday afternoons from 1-2 p.m. /FirstChar 32 We host seminars in the community to connect with others and share the importance of preparing for your financial future. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. 556 556 333 333 583 583 583 610 retirement Andrew is the real deal and knows, without question or doubt, what investing is all about. 333 1000 556 333 943 0 500 666 Can you give a story or example? 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. . If you have any questions, she will work with you to find the answers! /Subtype /TrueType For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Many advisors say its impossible to take 8 weeks off or more. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Find contact's direct phone number, email address, work history, and more. savings /Type /FontDescriptor This field is for validation purposes and should be left unchanged. /Name /F3 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /StemV 0 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. The company`s management are Manager . . 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. So, how much is Andrew McNair worth at the age of 42 years old? NY 10036. /LastChar 255 Wed love to see you at our next event. Any questions related to the development of your Fiscal House, Olivia is happy to help! Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Can you tell us what lesson or takeaway you learned from that? As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. endobj Andrew McNair | President. Olivia is from California but has made Florida her new home with her two cats. How do you think that will help people? Long-Term Care Insurance Sunday afternoons 1-2 p.m. 520 687 265 297 576 576 576 576 Phone: 850.380.9558, DAPHNE OFFICE 399 548 333 333 333 576 556 333 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. 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. Dallas-Fort Worth Metroplex. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". 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. /Descent 211 His staff is very professional. 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. Read our Safety & Security Promise. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. They are approachable, personal & just down right easy to communicate with. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. >> >> 777 722 722 722 722 666 666 610 Last updated 24 March 17. 556 556 500 389 279 389 583 0 Ciaras goal is to make sure everything runs smoothly and efficiently. /FontFile2 10 0 R The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. >> Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Andrew McNair net worth is $7 Million. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. She assists our operations team with transfers and getting new accounts opened. We help our clients design a plan for a secure future through education and quality strategies. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. What do you think? Investing involves risk, including the potential loss of principal. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 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. I am delighted to be working with Swan Capital. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. He has helped inform thousands of individuals about planning for retirement. /Subtype /TrueType New York, Not only was his speak on what he does for people very well articulated the food was awesome too! Been with Andrew for just less then a year. /Descent 211 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. /LastChar 255 Try for free at rocketreach.co Will your legacy be a benefit or a burden to your loved ones? /Encoding /WinAnsiEncoding They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. He started in the financial industry when he was just 14 years old. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /Ascent 905 Donella Ray | Director of First Impressions In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 604 0 576 0 297 576 411 585 Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. All media appearances are paid placements. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 610 610 389 556 333 610 556 777 Lucas Juery | Portfolio Manager 2016 Wealthminder, Inc. All rights reserved. %PDF-1.3 Can you give an example? Swan Capital in Pensacola, FL and has Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Turn existing IRAs into tax-free accounts. 107 W. Gregory Street, Pensacola, FL 32502 and well try to help! If you are looking for a specific financial advisor and you cant find them on Wealthminder, 0 277 277 500 500 350 556 1000 All media appearances are paid placements. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Andrew has 3 jobs listed on their profile. 556 556 556 556 556 556 556 556 /FontName /Arial Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Required fields are marked *. Who do you specialize in working with? on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 277 333 556 556 556 556 259 556 333 556 556 500 556 556 277 556 666 666 610 277 277 277 469 556 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 520 742 520 520 520 354 279 354 Get updates about Andrew McNair and recommended reads from Simon & Schuster. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. A people person, Vicki enjoys helping clients access their new accounts. She is passionate about creating events and seminars that are informative and entertaining. BBB Business Profiles may not be reproduced for sales or promotional purposes. 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. Staff is kind and attentive. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 666 666 666 666 277 277 277 277 Are you working on any exciting new projects now? SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Wealthminder was created for one simple reason: 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Create tax-free cash flow. /Encoding /WinAnsiEncoding *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 556 222 222 500 222 833 556 556 666 666 666 666 666 666 1000 722 They are fiduciary! Phone: 850.380.9558, DAPHNE OFFICE Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. Why do amateurs employ coaches? By Andrew McNair, Investment Adviser Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. 666 777 722 666 610 722 666 943 >> Visit Website. 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. /Flags 32 Find Andrew's email address, mobile number, work history, and more. BBB is here to help. 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. Latest articles by Andrew McNair, Investment Adviser. 556 576 576 576 333 500 277 576 /FontBBox [ -665 -325 2000 1040 ] We have estimated Andrew McNair's net worth, money, salary, income, and assets. We loved Andrew and feel his advice is spot on. /Flags 32 BBB Business Profiles generally cover a three-year reporting period. Cover long-term care costs without expensive annual premiums. /Type /Font Easy, done. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 556 556 556 556 277 277 277 277 /FontName /Arial Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Dont overwork yourself. A warm hand is better than a cold one. 333 333 389 583 277 333 277 277 CEO/Founder at SWAN Capital Pensacola, FL. 556 556 556 556 556 556 556 556 Radical Generosity. Andrew McNair Net Worth. 333 1000 666 333 1000 0 610 0 If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 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. Email this Business. I tried to do my own investing and was mediocre at best. Discover how we help individuals and families achieve their ideal retirements. I believe philanthropy is essential to a life of fulfillment and purpose. Identify the 3 most important steps to take NOW before the next bear market hits. 556 0 277 556 500 1000 556 556 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. PENSACOLA OFFICE Find out your risk score with our Riskalyze tool! Schedule your vacations. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. I took out the trash, did data entry, and attempted to build their financial strategies too. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Neither the firm nor its agents may give tax advice. 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! Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. This business is in an industry that may require professional licensing, bonding or registration. 556 556 556 556 556 556 889 556 556 556 277 277 583 583 583 556 107 W. Gregory Street, Pensacola, FL 32502 This profile is powered by Birdeye. << Turn existing IRAs into tax-free accounts. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. In his career, Andrew is driven to help those most in need of financial planning and assistance. Get Directions. The current status of the business is Active. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Anyone can work 80 hours and make their income goal. 1020 742 687 687 687 687 297 297 3 Ways Online Reputation Management Can Help You with Google Reviews. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 3 0 obj When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 722 722 722 722 722 722 1000 722 Ever Wonder! BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. /FontDescriptor 7 0 R The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Thank you for all of that. If they work with anyone, they cant work with everyone well. 333 333 389 583 277 333 277 277 Andrew enjoys working exclusively with families who are five years from retirement or already retired. None of us are able to achieve success without some help along the way. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 5 0 obj Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. /Type /FontDescriptor Can you explain who would most benefit from hiring a financial advisor and why? In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 722 277 556 722 610 833 722 777 333 333 365 556 833 833 833 610 Ask questions to see if they are familiar with the planning intricacies of your profession or business. /FontBBox [ -580 -257 1473 1003 ] << 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? When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. /FontBBox [ -628 -376 2000 1056 ] 630 0 0 242 242 353 353 370 Thats where you burnout. Lets now move to the core focus of our interview. 742 797 687 797 722 666 630 742 Advisory services offered through SWAN Capital, LLC. 0 0 265 297 375 556 576 909 Bob McNair initially built a. 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. Andrew Mcnair has previously passed the Series 65 examinations, and is . /FirstChar 30 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 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. 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 . 10 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. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. 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. 610 277 277 556 277 889 610 610 Advisory services offered through SWAN Capital, LLC. Lucas enjoys traveling and discovering new cultures. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. They could see right through my bogus conjecture and called me out on it. Tell us what you like and we'll recommend books you'll love. 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. SEC.gov 6 0 obj He is great to work with and I can always get answers to my questions. Plus, get a FREE ebook when you sign up! In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Can you share a story about that? 277 333 556 556 556 556 279 556 Everyone does that. 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/ Cover long-term care costs without expensive annual premiums. endobj /CapHeight 500 on WCOA-AM, 1370 Pensacola. /Widths [ Phone: 850.380.9558, DAPHNE OFFICE 610 610 610 610 610 556 610 556 A member of the Masonic . Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 576 576 576 576 297 297 604 604 Contact Information. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 722 722 777 777 777 777 777 583 endobj /Type /FontDescriptor 666 666 610 333 277 333 583 556 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 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. ] 557 297 353 353 385 576 854 854 0 222 222 333 333 350 556 1000 Retirement professional, Andrew McNair is the President of SWAN Capital. In his career, Andrew is driven to help those most in need of financial planning and assistance. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . /FirstChar 32 Its the same idea when hiring an advisor. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Mcnair Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Neither the firm nor its agents or representatives may give tax or legal advice. . Get more reviews from your customers with Birdeye. Thank you so much for doing this with us! Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Annuities are not FDIC insured. We promise to keep your information safe and secure. She loves the beach and living where most vacation. Andrew is also very knowledgeable about financial issues. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. And I've We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Throughout the process, you maintain control. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. 610 797 742 297 520 687 576 853 909 520 576 576 576 576 248 248 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. /StemV 0 Olivia oversees case design. As an finance insider, you know much more about the finance industry than most consumers. /Type /Outlines 297 297 742 742 797 797 797 797 She makes sure each and every client is taken care of throughout their retirement! 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. 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. /BaseFont /Arial International Association of Better Business Bureaus. /StemV 0 /Descent -209 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking I started interning at the financial firm for $0 hour. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 7 0 obj /CapHeight 500 Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 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. 279 576 353 756 390 576 604 0 And Andrew was gracious enough to handle the bill for the whole group. How BBB Processes Complaints and Reviews. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 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. Ok. 297 556 576 228 248 520 248 833 on WAVH-FM, FM Talk 1065 Mobile. endobj PENSACOLA OFFICE 556 556 333 500 277 556 500 722 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. 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. /Type /Pages Pensacola, Florida. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? I asked my parents who their financial advisor was and I pleaded with him to let me intern for free.
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