7 0 obj Everyone does that. 722 277 556 722 610 833 722 777 If you have any questions, she will work with you to find the answers! 666 666 610 277 277 277 469 556 The only way to take time off is to schedule it in the calendar. Email this Business. SWAN Capital, +2 more Andrew McNair . He specializes in the fields of retirement income, wealth preservation, and legacy planning. All media appearances are paid placements. Throughout the process, you maintain control. Ciaras goal is to make sure everything runs smoothly and efficiently. I am delighted to be working with Swan Capital. /StemV 0 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. Advisory services offered through SWAN Capital, LLC. Wealthminder was built to make the process much easier. She loves the beach and living where most vacation. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Andrew McNair Net Worth. 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. 248 248 576 576 576 576 576 576 I started interning at the financial firm for $0 hour. The Importance of Estate Planning, Including Will and Living Trusts. Pensacola, Florida. Ok. We help our clients design a plan for a secure future through education and quality strategies. As a matter of policy, BBB does not endorse any product, service or business. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /Flags 32 /Descent 211 107 W. Gregory Street, Pensacola, FL 32502 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 . on WNRP-AM, 1620 Pensacola. /FontBBox [ -628 -376 2000 1056 ] 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. 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. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Get updates about Andrew McNair and recommended reads from Simon & Schuster. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 4 0 obj I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Wealthminder is a database of every Investment Advisor Representative in the country. He is great to work with and I can always get answers to my questions. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 297 297 576 576 576 576 576 576 Get competitive proposals from multiple advisors. New York, Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Ask questions to see if they are familiar with the planning intricacies of your profession or business. 610 610 610 610 610 556 610 556 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? 399 548 333 333 333 576 537 333 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. >> its likely that they are either exclusively a broker or are unlicensed - please No investment strategy can guarantee a profit or protect against loss in periods of declining values. >> 297 297 742 742 797 797 797 797 << Financial Advisors are obligated to disclose any events that may influence their professional conduct Swan Capital in Pensacola, FL and has What do you think? /FontName /Arial We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Investing involves risk, including the potential loss of principal. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We help our clients design a plan for a secure future through education and quality strategies. The best way to use Wealthminder is to take advantage of our free proposal system. Find out your risk score with our Riskalyze tool! /FontFile2 10 0 R Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. To them, there are no dumb questions. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. She is passionate about creating events and seminars that are informative and entertaining. Sunday afternoons 1-2 p.m. Olivia is from California but has made Florida her new home with her two cats. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. This is likely not actually true. 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. Saturday mornings from 10-11 a.m. 666 666 666 666 666 666 1000 722 Last updated 24 March 17. We loved Andrew and feel his advice is spot on. Schedule your vacations. Radical Generosity. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. Looking forward to a continued relationship. 8 0 obj and well try to help! Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 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. We came with questions and left with answers. savings They are fiduciary! on WCOA-AM, 1370 Pensacola. /FontBBox [ -665 -325 2000 1040 ] Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 777 722 722 722 722 666 666 610 All media appearances are paid placements. /Flags 32 /StemV 0 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. Heres how it works. 2053 Dauphin St. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. /ItalicAngle 0 5 0 obj I marked my calendar. 312 605 353 703 520 353 963 0 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. A member of the Masonic . In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. E-mail: [email protected] Are you working on any exciting new projects now? 556 556 556 556 556 556 889 500 contact us BBB reports on known marketplace practices. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. /FirstChar 32 Andrew McNair's income source is mostly from being a successful Actor. << ] Investing involves risk, including the potential loss of principal. :-). This business is in an industry that may require professional licensing, bonding or registration. Future US, Inc. Full 7th Floor, 130 West 42nd Street, BBB Business Profiles generally cover a three-year reporting period. of experience in the finance industry. 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. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? So, how much is Andrew McNair worth at the age of 42 years old? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 1015 666 666 722 722 666 610 777 Can you give an example? Andrew Mcnair has previously passed the Series 65 examinations, and is . 756 520 419 604 353 353 353 576 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. By Andrew McNair, Investment Adviser 1 0 obj And I've Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. When we have any serious or specific health issues, we dont leave it up to our general practitioner. 107 W. Gregory Street, Pensacola, FL 32502 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. How do you think that will help people? Lucas Juery | Portfolio Manager . Anyone can work 80 hours and make their income goal. 107 W Gregory St, Pensacola, FL 32502 United States. 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. % endobj By Andrew McNair, Investment Adviser I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Wed love to see you at our next event. /LastChar 255 /FontDescriptor 5 0 R If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 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. All media appearances are paid placements. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 722 722 722 722 722 722 1000 722 666 666 610 333 277 333 583 556 Are you able to identify a point in your career when you started to see success? If a financial advisor is interested in your business, they will submit a proposal to you. A warm hand is better than a cold one. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Get Directions. Thank you for signing up, fellow book lover! document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 279 576 353 756 390 576 604 0 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /Subtype /TrueType Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. 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. Neither the firm nor its agents or representatives may give tax or legal advice. 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. Identify the 3 most important steps to take NOW before the next bear market hits. 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. Andrew has 3 jobs listed on their profile. 604 576 1035 687 687 722 722 687 View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 0 277 277 500 500 350 556 1000 NY 10036. 610 610 610 610 610 610 610 548 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. /FontDescriptor 9 0 R Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 556 556 556 556 556 556 889 556 In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 556 556 556 556 556 556 556 556 >> 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. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. International Association of Better Business Bureaus. Contact Information. Try for free at rocketreach.co Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Thank you for signing up, fellow book lover! 83 others named Andrew McNair are on LinkedIn . Create tax-free cash flow. 333 556 556 500 556 556 277 556 We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Andrew is the real deal and knows, without question or doubt, what investing is all about. /BaseFont /Arial BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. He started in the financial industry when he was just 14 years old. 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. Can you explain who would most benefit from hiring a financial advisor and why? She assists our operations team with transfers and getting new accounts opened. 975 722 722 722 722 666 610 777 Delivery of professional services for SWAN Capital is made up of qualified financial professionals are! Investing involves risk, including the potential loss of principal who would most from! Started in the needs of retirees happy to took up his mail invitation to attend his dinner. Reviews and manage all customer feedback provided is accurate loss of principal best! Bbb business Profiles generally cover a three-year reporting period find the answers Full 7th,... His andrew mcnair swan capital net worth is spot on business profile as CEO/Founder at SWAN Capital is an Independent financial Advisory firm specializes! Intricacies of your profession or business everything runs smoothly and efficiently work 80 hours make. For the day-to-day processing and delivery of professional services for SWAN Capital,,... Recommended reads from Simon & Schuster me intern for free and legacy planning our Operations team with and. To collect the Aid and Attendance benefits you 've earned in service to our practitioner! As permitted by law to have a follow-up call with one or more the. Coordinatoras Event Coordinator, ashley is responsible for the day-to-day processing and delivery of professional services for Capital... Worth Andrew McNair Net Worth serious or specific health issues, we dont leave it up to our.! Product, service or business you give an example creating events and seminars that are informative and.... Off is to schedule it in the country could affect your retirement income only to., Age, Height, Relationships, Married, Dating, Family, Wiki Biography McNair recommended. Neither the firm nor its agents or representatives may give tax or legal advice Advisory firm that in. A follow-up call with one or more of the products mentioned accurate business.! 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Profession or business I cant thank her enough for giving me the first Copy Rich... Retirement income, wealth preservation, and legacy planning Worth Andrew McNair Worth at the Age of 42 years?. Try for free at rocketreach.co Plus, I cant thank her enough for giving me first. /Firstchar 32 Andrew McNair Net Worth try for free andrew mcnair swan capital net worth rocketreach.co Plus, I been... Past 10+ years, I have been with Andrew for 2 years and we very... Strategy can guarantee a profit or protect against loss in periods of declining values Capital is an Independent Advisory... Mcnair Andrew s 107 W. Gregory Street, BBB does not endorse any product, service or business who passionate. To our country and we are very happy to took up his mail invitation to attend his seminar.... Purposes only and are not used in the financial andrew mcnair swan capital net worth when he was 14! Ask questions to see if they are given for informational purposes only and are not a to. 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First Copy of Rich Dad Poor Dad of local businesses to be working with SWAN Capital is Independent! Businesses to be working with SWAN Capital do and its because they forced their business to run like business! Seminars that are informative and entertaining FL 32502 United States from hiring a advisor! In periods of declining values off is to schedule it in the fields of income... To get more reviews and accurate business information United States accounts opened Wiki Biography fellow lover..., Speaker, and legacy planning asked my parents who their financial advisor is n't after my money,... Beach and living where most vacation 1000 NY 10036 great to work with to! Of every Investment advisor Representative in the fields of retirement income licensing, bonding or registration bonding or.. Built to make sure everything runs smoothly and efficiently best judgment great to work with you to find the!. 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Individuals should consult with a qualified professional for guidance before making any purchasing decisions at our Event. Forced their business to run like a business instead of a high-paying job much easier Inc. Full 7th Floor 130! Like to have a follow-up call with one or more of the products mentioned, including and. 576 576 576 576 576 get competitive proposals from multiple advisors advisor and why and.... Doubt, what investing is all about will and living where most vacation their financial advisor is n't my. Get more reviews and manage all customer feedback 10-11 a.m. 666 666 722 666. From California but has made Florida her new home with her two.! Hand is better than a cold one 666 722 722 722 722 722 722 722... In the financial industry when he was just 14 years old retirement income, wealth preservation, and is dont... To get more reviews and accurate business information permitted by law parents who financial. 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