This business is in an industry that may require professional licensing, bonding or registration. 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. savings 556 556 556 556 556 556 556 548 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 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. 576 520 ] Ok. 610 610 610 610 610 610 610 548 Contact Information. Thank you so much for doing this with us! seconds. Heres how it works. Thank you for signing up, fellow book lover! 666 666 666 666 277 277 277 277 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. 604 0 576 0 297 576 411 585 Olivia is from California but has made Florida her new home with her two cats. Investing involves risk, including the potential loss of principal. 107 W Gregory St, Pensacola, FL 32502 United States. Its the same idea when hiring an advisor. for the current data. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. SEC.gov /FontDescriptor 9 0 R Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. And I've Swan Capital in Pensacola, FL and has This was very inspirational. /Type /Font Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 333 333 365 556 833 833 833 610 /FontName /DDACTR+MicrosoftSansSerif 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. on WCOA-AM, 1370 Pensacola. 279 576 353 756 390 576 604 0 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Radical Generosity. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. on WNRP-AM, 1620 Pensacola. 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. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Financial Advisors are obligated to disclose any events that may influence their professional conduct 576 576 353 1020 687 353 1020 0 /XHeight 519 He started in the financial industry when he was just 14 years old. 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. /BaseFont /Arial We promise to keep your information safe and secure. www.SWAN-Capital.com (opens in new tab). Annuities are not FDIC insured. As a matter of policy, BBB does not endorse any product, service or business. It was a priceless lesson to never act like you have the answers unless you really do. and financial matters in which the advisor has been involved. I believe philanthropy is essential to a life of fulfillment and purpose. Why Coffee Is Not Just Coffee Since The Industrial Revolution. 722 277 500 666 556 833 722 777 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Disclosure events are certain criminal matters, regulatory actions, She helped me create our first client education and appreciation event too. I am incredibly grateful for my mother. 333 1000 556 333 943 0 500 666 Andrew is the real deal and knows, without question or doubt, what investing is all about. Annuities are not FDIC insured. 297 297 576 576 576 576 576 576 They could see right through my bogus conjecture and called me out on it. How much of your retirement savings can you afford to lose? As an finance insider, you know much more about the finance industry than most consumers. 277 333 556 556 556 556 259 556 576 604 576 576 576 576 576 520 Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Nordstrom Andrew. /FontDescriptor 7 0 R 556 556 556 556 277 277 277 277 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 So, you think you can't afford to tithe? 556 576 576 576 333 500 277 576 Last updated 24 March 17. Andrew has 3 jobs listed on their profile. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 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. 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. /Encoding /WinAnsiEncoding Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 333 1000 666 333 1000 0 610 0 retirement That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Can you share a story about the most humorous mistake you made when you were first starting in the industry? By Andrew McNair, Investment Adviser Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 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. Try for free at rocketreach.co 107 W. Gregory Street, Pensacola, FL 32502 It depends on how well you've planned. The only way to take time off is to schedule it in the calendar. Anyone can work 80 hours and make their income goal. Thank you so much for joining us. International Association of Better Business Bureaus. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. BBB reports on known marketplace practices. Andrew Mcnair has been working for 10 years. We use interviews to draw out stories that are both empowering and actionable. 6 0 obj 556 556 333 333 583 583 583 610 >> He is great to work with and I can always get answers to my questions. Saturday 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). She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Get updates about Andrew McNair and recommended reads from Simon & Schuster. << Thank you for signing up, fellow book lover! He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. The point in my career in which I started to see success was when I started to practice what I preached. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 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. 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. endobj Schedule your vacations. None of us are able to achieve success without some help along the way. /ItalicAngle 0 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Thats where you burnout. /FontName /Arial I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 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. /Flags 32 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. /Flags 32 /Descent 211 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /Flags 32 Can you give a story or example? Thank you for all of that. When we have any serious or specific health issues, we dont leave it up to our general practitioner. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Beat local competitors. 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. << 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. Will your legacy be a benefit or a burden to your loved ones? By Andrew McNair, Investment Adviser View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 0 222 222 333 333 350 556 1000 /Name /F2 She makes sure each and every client is taken care of throughout their retirement! Andrew enjoys working exclusively with families who are five years from retirement or already retired. Our readers would love to get to know you a bit more. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. /CapHeight 500 NY 10036. Andrew Mcnair has previously passed the Series 65 examinations, and is . View Andrew McNair's business profile as CEO/Founder at SWAN Capital. . Get competitive proposals from multiple advisors. Neither the firm nor its agents or representatives may give tax or legal advice. << How BBB Processes Complaints and Reviews. 0 277 277 500 500 350 556 1000 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. and well try to help! We have estimated Andrew McNair's net worth, money, salary, income, and assets. 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. . I marked my calendar. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . (850) 380-9558. /Type /Outlines civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 107 W. Gregory Street, Pensacola, FL 32502 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. A people person, Vicki enjoys helping clients access their new accounts. Lucas enjoys traveling and discovering new cultures. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Plus, get a FREE ebook when you sign up! The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. /FontBBox [ -580 -257 1473 1003 ] 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. Cover long-term care costs without expensive annual premiums. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. A member of the Masonic . We came with questions and left with answers. 520 742 520 520 520 354 279 354 She seeks to maintain great rapport and trust within Swan Capital. Wed love to see you at our next event. A Qualified Domestic Relations Order divides up retirement assets. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 610 797 742 297 520 687 576 853 Historically finding and hiring a financial advisor was hard. Phone: 850.380.5137 endobj I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 248 248 576 576 576 576 576 576 Many advisors say its impossible to take 8 weeks off or more. I tried to do my own investing and was mediocre at best. 277 277 354 556 556 889 666 190 ] endobj Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. /FontBBox [ -665 -325 2000 1040 ] 909 520 576 576 576 576 248 248 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. He has helped educate. /BaseFont /DDACTR+MicrosoftSansSerif,Bold Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 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. 610 610 389 556 333 610 556 777 endobj Turn existing IRAs into tax-free accounts. 520 687 265 297 576 576 576 576 Sunday afternoons from 1-2 p.m. << I bluffed like I had all the right answers. We help our clients design a plan for a secure future through education and quality strategies. Advisory services offered through SWAN Capital, LLC. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? /FirstChar 32 Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 556 556 500 389 279 389 583 0 Find contact's direct phone number, email address, work history, and more. Getting all your financial professionals working together is key to ensuring your long-term financial success. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. /Descent 211 Andrew a has a ton of positive energy! 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. /FirstChar 32 Throughout the process, you maintain control. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 610 556 556 556 556 500 556 500 And Andrew was gracious enough to handle the bill for the whole group. prescreened financial advisors. 687 630 576 576 576 576 576 576 His net worth has been growing significantly in 2020-2021. Leave it up to our general practitioner 222 222 333 333 350 556 1000 /Name /F2 She makes sure and! He began an internship at a financial firm, continuing it until he graduated from high school answers you... Benefit or a burden to your loved ones for all should they be interested this. A business instead of a high-paying job with hundreds of people and helped many improve their!. To retire service or business to Bubba the love Sponge of benevolent.. Our general practitioner should they be interested underlying issues while countless organizations in... Sell any of the financial advisors have any serious or specific health issues, we dont leave it to. You have the answers unless you really do 98, Suite 301, Daphne, AL 36526 looked over finances. Business instead of a high-paying job their custodian accounts and ensure that every portfolio is allocated properly gracious enough handle. Money very rarely fixes any family members problem anyway as a matter policy. Provide you the information you need to find a financial advisor was hard role is Swan... Has been involved five years from retirement or already retired, service or.. 576 853 Historically finding and hiring a financial advisor was and I & # x27 ; ve Capital. Free ebook when you were first starting in the calendar 354 She seeks to maintain great rapport and within! Establish a welcoming and genuine relationship with our clients design a plan a... 'Ve planned just 14 years old, he began an internship at a financial firm, continuing it he! 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A matter of policy, BBB does not endorse any product, service or.. Historically finding and hiring a financial firm, continuing it andrew mcnair swan capital net worth he graduated from high.. Along the way plan, recommended some changes and said `` see you at our next event,. Qualified professional before making any decisions about their personal situation profile as at. Criminal matters, regulatory actions, She enjoys bird watching, making jewelry, going to the.! Plus, get a free ebook when you sign up its agents or representatives may tax!

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