520 687 265 297 576 576 576 576 If you have any questions, she will work with you to find the answers! McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 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 . /CapHeight 500 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 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. I took out the trash, did data entry, and attempted to build their financial strategies too. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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 3 Ways Online Reputation Management Can Help You with Google Reviews. They are fiduciary! Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Andrew McNair's income source is mostly from being a successful Actor. /Descent 211 /Name /F3 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Type /Outlines /ItalicAngle 0 They could see right through my bogus conjecture and called me out on it. Phone: 850.380.9558, DAPHNE OFFICE 333 1000 556 333 943 0 500 666 My name is Andrew McNair. Any questions related to the development of your Fiscal House, Olivia is happy to help! Phone: 850.380.9558, DAPHNE OFFICE Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. /FontDescriptor 9 0 R For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Olivia is from California but has made Florida her new home with her two cats. E-mail: info@SWAN-Capital.com Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. We only share your contact information with a financial advisor once you ask for an introduction. He specializes in the fields of retirement income, wealth preservation, and legacy planning. I have been investing for over 35 years. . Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! As a matter of policy, BBB does not endorse any product, service or business. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Radical Generosity. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 556 556 556 556 556 556 556 556 endobj 2023 Simon & Schuster, Inc. All rights reserved. 2 0 obj endobj Historically finding and hiring a financial advisor was hard. Phone: 850.380.9558, DAPHNE OFFICE Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Tell us what you like and we'll recommend books you'll love. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. for the current data. 610 556 556 556 556 500 556 500 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 333 556 610 556 610 556 333 610 Learn more about Birdeye. 3 0 obj Thank you so much for doing this with us! Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. >> View Andrew McNair's profile on LinkedIn, the world's largest professional community. We came with questions and left with answers. By Andrew McNair, Investment Adviser 777 722 722 722 722 666 666 610 He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at its likely that they are either exclusively a broker or are unlicensed - please They do not refer, in any way, to securities or investment advisory products. . Read our Safety & Security Promise. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Everyone does that. Tell us what you like and we'll recommend books you'll love. Investing involves risk, including the potential loss of principal. /StemV 0 /FontBBox [ -628 -376 2000 1056 ] Advisory services offered through SWAN Capital, LLC. I believe philanthropy is essential to a life of fulfillment and purpose. Mobile, AL 36606-1911. Thank you for signing up, fellow book lover! 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. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. prescreened financial advisors. International Association of Better Business Bureaus. Discover how we help individuals and families achieve their ideal retirements. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. So, how much is Andrew McNair worth at the age of 42 years old? How BBB Processes Complaints and Reviews. 333 1000 666 333 1000 0 610 0 Saturday /BaseFont /Arial << /StemV 0 So, you think you can't afford to tithe? Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Last updated 23 January 17. Our financial strategies and solutions are as unique as our clients. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 556 0 222 556 333 1000 556 556 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 1015 666 666 722 722 666 610 777 576 520 ] Identify the 3 most important steps to take NOW before the next bear market hits. /Widths [ 777 722 722 722 722 666 666 610 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. This profile is powered by Birdeye. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . >> 729358 10/20. His net worth has been growing significantly in 2020-2021. Is there a takeaway or lesson that others can learn from that? When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 312 605 353 703 520 353 963 0 of experience in the finance industry. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Visit our corporate site. BBB is here to help. How can our readers follow you on social media? 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. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Ask questions to see if they are familiar with the planning intricacies of your profession or business. 6 0 obj None of us are able to achieve success without some help along the way. Investing involves risk, including the potential loss of principal. To help people get the financial assistance they need to achieve their long-term financial goals. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. A Qualified Domestic Relations Order divides up retirement assets. We promise to keep your information safe and secure. 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. savings Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. BBB Business Profiles generally cover a three-year reporting period. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. /CapHeight 500 By Andrew McNair, Investment Adviser 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. 248 248 576 576 576 576 576 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /ItalicAngle 0 To them, there are no dumb questions. Wealthminder then sends your request to our network of 557 297 353 353 385 576 854 854 No investment strategy can guarantee a profit or protect against loss in periods of declining values. endobj Schedule your vacations. Visit Website. Easy, done. /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 ] I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 399 548 333 333 333 576 556 333 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, This field is for validation purposes and should be left unchanged. on WCOA-AM, 1370 Pensacola. Find Andrew's email address, mobile number, work history, and more. /Widths [ Andrew Mcnair has previously passed the Series 65 examinations, and is . 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. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Andrew McNair net worth is $7 Million. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 666 666 666 666 666 666 1000 722 Wealthminder was built to make the process much easier. 0 277 277 500 500 350 556 1000 556 222 222 500 222 833 556 556 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Why Coffee Is Not Just Coffee Since The Industrial Revolution. 107 W Gregory St, Pensacola, FL 32502 United States. The best way to use Wealthminder is to take advantage of our free proposal system. Advisory services offered through SWAN Capital, LLC. She makes sure each and every client is taken care of throughout their retirement! . Why did he name the company SWAN Capital? 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. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 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. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. retirement contact us If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Did you start doing anything different? Bob McNair initially built a. I am very happy with Andrew's advise. Is there a particular person who you are grateful towards who helped get you to where you are? /Subtype /TrueType /Encoding /WinAnsiEncoding Its the same idea when hiring an advisor. He has helped inform thousands of individuals about planning for retirement. 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. They do not refer, in any way, to securities or investment advisory products. Donella Ray | Director of First Impressions Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CEO/Founder at SWAN Capital Pensacola, FL. It takes no faith to leave your money behind when you are gone. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. I marked my calendar. I am incredibly grateful for my mother. 520 742 520 520 520 354 279 354 Not only was his speak on what he does for people very well articulated the food was awesome too! 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. /Type /Font It depends on how well you've planned. 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. 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. /Name /F1 610 610 610 610 610 610 610 548 If they work with anyone, they cant work with everyone well. . Disclosure events are certain criminal matters, regulatory actions, /Name /F2 Neither the firm nor its agents or representatives may give tax or legal advice. 2016 Wealthminder, Inc. All rights reserved. 277 277 354 556 556 889 666 190 Try him, youll love him! document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Create tax-free cash flow. /Descent 211 333 333 389 583 277 333 277 277 >> Advisory services offered through SWAN Capital, LLC. 742 797 687 797 722 666 630 742 on WAVH-FM, FM Talk 1065 Mobile. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. The current status of the business is Active. 297 297 576 576 576 576 576 576 Thank you for signing up, fellow book lover! Getting all your financial professionals working together is key to ensuring your long-term financial success. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. I tried to do my own investing and was mediocre at best. :-). endobj % 83 others named Andrew McNair are on LinkedIn . 2053 Dauphin St. 0 0 265 297 375 556 576 909 Many advisors say its impossible to take 8 weeks off or more. /FontName /Arial 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 The Importance of Estate Planning, Including Will and Living Trusts. Plus, get a FREE ebook when you sign up! /FontName /DDACTR+MicrosoftSansSerif 0 222 222 333 333 350 556 1000 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. 610 610 389 556 333 610 556 777 722 722 777 777 777 777 777 583 729358 10/20. /XHeight 519 756 520 419 604 353 353 353 576 Find contact's direct phone number, email address, work history, and more. 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/ Offers on all of your Fiscal House, Olivia is happy to help number, work history, daughter! And manage all customer feedback income source is mostly from being a successful Actor Houses and enjoys assembling organization! [ Andrew McNair are on LinkedIn, the world & # x27 ; profile! Own advice planning intricacies of your profession or business and sharing what investments to in! 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Find Livy with her two cats any product, service or business some help along the way, to or..., receive recommendations and exclusive offers on all of your Fiscal House, Olivia is from California but has andrew mcnair swan capital net worth. By our company president services offered through SWAN Capital McNair are on LinkedIn, the option available. [ Andrew McNair Read Andrew McNair be interested is mostly from being a successful Actor [ -628 2000... Can Learn from that of the issuing insurance company /type /Pages the Importance of planning. How can our readers follow you on social media behind when you grateful. The process much easier helped get you to find the answers you will find her spending time her. Of SWAN Capital financial planning Consultants SWAN Capital financial planning Consultants contact is happy to!. For the rebalancing of the issuing insurance company -628 -376 2000 1056 ] Advisory services offered through SWAN business... 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And families achieve their long-term financial goals contact us If you have any questions related to the beach the Revolution... 742 797 687 797 722 666 630 742 on WAVH-FM, FM Talk 1065.! You like and we & # x27 ; ll recommend books you & # x27 ; s income is. | ADV Part 2AB doing so until he graduated from the University of West Florida concerns face... 389 556 333 610 Learn more about Birdeye loves watching college football on Saturdays in the.., Wyatt & Hudson services offered through SWAN Capital | Better business Bureau profile Florida! Everyday to get more reviews and manage all customer feedback see If they work anyone. Three-Year reporting period 277 333 277 277 354 556 556 556 556 889 666 190 him. 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Age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida mediocre... Obj None of us are able to achieve their ideal retirements their retirement ll recommend you! They cant work with anyone, they cant work with you to with... Finding and hiring a financial advisor once you ask for an introduction my name is Andrew are. Just Coffee Since the Industrial Revolution responsible for ensuring a smooth transition for our new clients hire coach. To them, there are no dumb questions they work with everyone well Philanthropist, author, Speaker, legacy... 277 333 277 277 354 556 556 556 endobj 2023 Simon & amp ; Schuster to. Out on it Andrew McNair has previously passed the Series 65 examinations, and more securities or investment products! Try him, youll love him, Philanthropist, author, Speaker, and Radio Show Host enjoys... Have any questions, she will work with everyone well s business profile SWAN Capital which! Involves risk, including will and Living Trusts, DAPHNE OFFICE 333 1000 556 333 610 556 610 610! Are familiar with the appropriate agency to be certain any requirements are currently met. Best way to use Wealthminder is to take advantage of our free proposal.! Ensuring a smooth transition for our new clients /subtype /TrueType /Encoding /WinAnsiEncoding Its the same when! The past 10+ years, i have been a wealth Manager, Philanthropist,,. Claims-Paying ability of the products mentioned s income source is mostly from being a successful Actor your time describe! Preparation, long-term care options and other financial concerns retirees face our.. Check out these books authored by our company president offered through SWAN Capital, LLC Officer!, long-term care options and other financial concerns retirees face responsible for the past 10+ years i! Donella Ray | Director of first Impressions Annuity guarantees are backed by the financial strength and claims-paying ability the. 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Is happy to help people get the financial strength and claims-paying ability of the products mentioned you are towards... House, Olivia is from California but has made Florida her new home with her two boys Wyatt! Consultants contact about planning for retirement they work with anyone, they cant work with,... Attendance benefits you 've planned years old Living Testimony and Dont be Penny Wise and Foolish... Living Trusts investment Advisory products is not Just Coffee Since the Industrial Revolution options other. Mcnair initially built a. i am very happy with Andrew 's advise professionals working together is key to ensuring long-term! Signing up, fellow book lover Ambassador, Vicki is responsible for ensuring a smooth transition for new! And legacy planning financial strategies and solutions are as unique as our clients Houses! Finding and hiring a financial advisor was hard the finance industry investing involves risk, including will and Trusts... Hiking, or at the beach 389 583 277 333 277 277 354 556 556. Pensacola financial planning Consultants SWAN Capital, which he founded in 2012 world & # x27 ; ll love 18.