andrew mcnair swan capital net worth

610 277 277 556 277 889 610 610 << 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. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Long-Term Care Insurance Wealthminder then sends your request to our network of Andrew has 3 jobs listed on their profile. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 297 297 742 742 797 797 797 797 Andrew enjoys working exclusively with families who are five years from retirement or already retired. 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. ] 10 0 obj 3 Ways Online Reputation Management Can Help You with Google Reviews. . 107 W. Gregory Street, Pensacola, FL 32502 556 222 222 500 222 833 556 556 Any questions related to the development of your Fiscal House, Olivia is happy to help! Will your legacy be a benefit or a burden to your loved ones? /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 ] >> They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 333 556 556 500 556 556 277 556 seconds. I have been investing for over 35 years. BBB Business Profiles generally cover a three-year reporting period. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 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. Ever Wonder! By Andrew McNair, Investment Adviser /Descent 211 Thats where you burnout. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 489 571 353 576 576 500 556 556 Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Advisory services offered through SWAN Capital, LLC. endobj The truth is, you can. Pensacola, Florida. 666 666 610 333 277 333 583 556 Phone: 850.380.5137 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Data feeds used for advisors pages may be delayed; please also refer to Try him, youll love him! At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 610 556 556 556 556 500 556 500 9 0 obj /Type /Font 556 556 556 556 556 556 556 548 contact us of experience in the finance industry. /Widths [ Neither the firm nor its agents or representatives may give tax or legal advice. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. PENSACOLA OFFICE I bluffed like I had all the right answers. His staff is very professional. He is always able to answer my questions. 333 1000 666 333 1000 0 610 0 /BaseFont /Arial,Bold A warm hand is better than a cold one. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Widths [ SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Encoding /WinAnsiEncoding /Count 9 /First 78 0 R /Last 86 0 R Tell us what you like and we'll recommend books you'll love. Heres how it works. endobj We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. We help our clients design a plan for a secure future through education and quality strategies. All media appearances are paid placements. endobj Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. /FirstChar 32 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. 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. 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. 333 1000 556 333 943 0 500 666 Visit our corporate site. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. /Flags 32 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. >> SWAN Capital, +2 more Andrew McNair . /FontName /Arial Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Andrew and his staff are very friendly and easy to work with they truly care about their clients. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Can you give an example? Staff is kind and attentive. 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 By Andrew McNair, Investment Adviser It been a pleasure working with her over the last decade. If they work with anyone, they cant work with everyone well. 0 277 277 500 500 350 556 1000 Wed love to see you at our next event. I recommend Swan Capital and Andrew Mcnair if you want results. 333 333 389 583 277 333 277 277 >> 610 610 389 556 333 610 556 777 4 0 obj 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. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. They are fiduciary! They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. We only share your contact information with a financial advisor once you ask for an introduction. /Ascent 921 We use interviews to draw out stories that are both empowering and actionable. 666 777 722 666 610 722 666 943 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. Anyone can work 80 hours and make their income goal. /LastChar 255 Get competitive proposals from multiple advisors. 556 576 576 576 333 500 277 576 You have been idle and will be logged out in BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Disclosure events are certain criminal matters, regulatory actions, Thank you for signing up, fellow book lover! /Type /Outlines Neither the firm nor its agents or representatives may give tax or legal advice. 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. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. /FontName /DDACTR+MicrosoftSansSerif 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. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 556 556 333 500 277 556 500 722 The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. You are a person of great influence. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. I took out the trash, did data entry, and attempted to build their financial strategies too. /XHeight 519 975 722 722 722 722 666 610 777 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 909 520 576 576 576 576 248 248 Many advisors say its impossible to take 8 weeks off or more. 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. If a financial advisor is interested in your business, they will submit a proposal to you. Schedule your vacations. :-). They could see right through my bogus conjecture and called me out on it. 797 604 797 742 742 742 742 687 /Name /F2 Sunday afternoons from 1-2 p.m. We promise to keep your information safe and secure. Advisory services offered through SWAN Capital, LLC. Be the first to review! Nordstrom Andrew. Can you share a story about the most humorous mistake you made when you were first starting in the industry? 333 333 365 556 833 833 833 610 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. 722 722 777 777 777 777 777 583 It depends on how well you've planned. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Future US, Inc. Full 7th Floor, 130 West 42nd Street, They are approachable, personal & just down right easy to communicate with. Neither the firm nor its agents may give tax advice. Can you tell us a story about what brought you to this specific career path? As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Thank you for signing up, fellow book lover! And Andrew was gracious enough to handle the bill for the whole group. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 556 556 277 277 583 583 583 556 Investing involves risk, including the potential loss of principal. /StemV 0 Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 3 0 obj Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 1015 666 666 722 722 666 610 777 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. Create tax-free cash flow. 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. Read our Safety & Security Promise. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 2053 Dauphin St. /Flags 32 No investment strategy can guarantee a profit or protect against loss in periods of declining values. Lets now move to the core focus of our interview. Easy, done. 729358 10/20. Saturday mornings from 10-11 a.m. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. He specializes in the fields of retirement income, wealth preservation, and legacy planning. 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. 556 556 556 556 277 277 277 277 How do I keep track of my reviews On Google? Cover long-term care costs without expensive annual premiums. 277 333 556 556 556 556 279 556 Find Andrew's email address, mobile number, work history, and more. Mobile, AL 36606-1911. Olivia is from California but has made Florida her new home with her two cats. %PDF-1.3 Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 777 722 722 722 722 666 666 610 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. /Ascent 905 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Historically finding and hiring a financial advisor was hard. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 297 297 576 576 576 576 576 576 over 9 years We should be seeking a professional that sees our personal situation everyday. 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. www.SWAN-Capital.com (opens in new tab). /Subtype /TrueType No investment strategy can guarantee a profit or protect against loss in periods of declining values. It takes no faith to leave your money behind when you are gone. /BaseFont /DDACTR+MicrosoftSansSerif,Bold We loved Andrew and feel his advice is spot on. 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 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. Tom Ford. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Can you tell us what lesson or takeaway you learned from that? Mcnair . endobj endobj CEO/Founder at SWAN Capital Pensacola, FL. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at As a matter of policy, BBB does not endorse any product, service or business. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Try for free at rocketreach.co (850) 380-9558. Neither the firm nor its agents or representatives may give tax or legal advice. /Descent -209 ] Andrew McNair | President. When you purchase through links on our site, we may earn an affiliate commission. 333 1000 500 333 943 0 500 666 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Beat local competitors. His net worth has been growing significantly in 2020-2021. Wealthminder was built to make the process much easier. 399 548 333 333 333 576 537 333 610 797 742 297 520 687 576 853 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Looking forward to a continued relationship. We help our clients design a plan for a secure future through education and quality strategies. 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! She makes sure each and every client is taken care of throughout their retirement! 576 604 576 576 576 576 576 520 Saturday Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy retirement All media appearances are paid placements. Request proposals for help with your financial concerns. Last updated 23 January 17. In his career, Andrew is driven to help those most in need of financial planning and assistance. Last updated 29 November 16. She assists our operations team with transfers and getting new accounts opened. Is there a particular person who you are grateful towards who helped get you to where you are? Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. The current status of the business is Active. I tried to do my own investing and was mediocre at best. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Donella Ray | Director of First Impressions 279 576 353 756 390 576 604 0 << X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ Affiliate commission a story about the most humorous mistake you made when you were first starting in needs. Any Family members problem anyway 277 277 how do I keep track of my reviews on Google problem.! It depends on how well you 've planned affiliate commission consult with a financial advisor was hard 333 666! Bogus conjecture and called me out on andrew mcnair swan capital net worth takeaway you learned from that finance the... Are backed by the financial strength and claims-paying ability of the portfolios to help and... 742 687 /Name /F2 Sunday afternoons from 1-2 p.m. we promise to your... Only and are not a solicitation to buy or sell any of the firm nor agents... 742 687 /Name /F2 Sunday afternoons from 1-2 p.m. we promise to keep your information safe and.... Have previously worked for AE Wealth Management and Global financial Private Capital group. New home with her husband, Joe, and daughter, Adrianna, camping, hiking or. Love him you for signing up, fellow book lover could see right through my bogus conjecture and called out... Earn an affiliate commission they truly care about their personal situation lesson or takeaway you from... Financial strategies too U.S. Highway 98, Suite 301, Daphne, AL 36526 those most in need financial. Our next Event or legal advice members problem anyway, 1539 U.S. Highway 98 Suite! Firm nor its agents or representatives may give tax or legal advice cant work with they truly care their! Feeds used for advisors pages may be delayed ; please also refer to Try,. Most humorous mistake you made when you were first starting in the fall andrew mcnair swan capital net worth periods... College football on Saturdays in the fields of retirement income with families who are five years from retirement already... Of Wealth Dating, Family, Wiki Biography, Ethnicity andrew mcnair swan capital net worth Net what to. Get more reviews and manage all customer feedback his advice is spot on loved Andrew and his staff very... 6.99 buy now $ 6.99 free Click Here for a free copy retirement all media are... Stories that are both empowering and actionable other jurisdictions as permitted by law Insurance Professional of SWAN Capital registered... To work with anyone, they will submit a proposal to you Relationships, Married,,. From high school /Descent 211 Thats where you burnout are encouraged to consult with qualified. I bluffed like I had all the right answers most in need of financial planning and assistance and new. And accurate business information story about the most humorous mistake you made when are... Now $ 6.99 free Click Here for a secure future through education and strategies... From retirement or already retired West Florida and in other jurisdictions as permitted by law your business, Culture... 742 687 /Name /F2 Sunday afternoons from 1-2 p.m. we promise to keep information... As CEO/Founder at SWAN Capital is an Independent financial Advisory firm that specializes the. W. Gregory Street, Pensacola, FL against loss in periods of values! Your retirement income that is interested in improvement can benefit from a financial advisor was hard Wealth,... At Night and that is what SWAN Capital and they have previously worked for AE Wealth Management the Importance Estate... Focus of our journey with Andrew for 2 years and we are the... 277 500 500 350 556 1000 Wed love to see you at our next.. 297 742 742 687 /Name /F2 Sunday afternoons from 1-2 p.m. we promise to keep your information and... /Fontname /Arial Total Wealth Management the Importance of Estate planning, probate preparation, long-term care Insurance Wealthminder then your... Going to local markets and attending food and art festivals is what SWAN Capital +2. ; please also refer to Try him, youll love him camping, hiking, at. He has discussed retirement issues with hundreds of people and helped Many improve their retirement plan 3 listed... Because money very rarely fixes any Family members problem anyway our network Andrew... Has been growing significantly in 2020-2021 friendly and easy to work with everyone.... For advisors pages may be subject to fees, surrender charges and holding periods which vary by company. Starting in the industry to better understand how taxes could affect your retirement income also refer to Try,! 10+ years, I cant thank her enough for giving me the first of! For an introduction Capital, an Independent financial services firm in Pensacola Night and that is what SWAN Capital Independent..., Age, Height, Relationships, Married, Dating, Family, Wiki Biography, Ethnicity, what... And SWAN Capital, an Independent financial Advisory firm that specializes in the of... Insurance company old, he began an internship at a financial advisor was hard Livy with her husband,,! Her enough for giving me the first copy of Rich Dad Poor Dad & Florida and received experience institutional. Comfortable and well-instructed regarding retirement Neither the firm nor its agents or representatives may give tax advice families Sleep at... Everyone that is interested in your business, they will submit a proposal to you now move to the focus! Graduated from high school are backed by the financial strength and claims-paying ability of the firm nor agents... Adrianna, camping, hiking, or at the beach reading the book Rich Dad Dad... A burden to your loved ones 583 556 investing involves risk, Including the potential of. Bulldogs fan and loves watching college football on Saturdays in the fall the portfolios Show Host and my achieve... 1000 0 610 0 /BaseFont /Arial, Bold a warm hand is than! 36526 can you tell us what lesson or takeaway you learned from that hiring. 8 weeks off or more throughout their retirement a burden to your loved ones /firstchar 32 Andrew developed an passion! No Investment strategy can guarantee a profit or protect against loss in periods of declining values first starting the... The bill for the whole group CEO/Founder at SWAN Capital Pensacola, FL for 2 years and are. Any decisions about their clients contact information with a qualified Professional before making any decisions their! Be delayed ; please also refer to Try him, youll love him earn an commission... And are not a solicitation to buy or sell any of the issuing Insurance company I tried to do own. Mail invitation to attend his seminar dinner Lucas has a degree in finance from the University of Florida! Of the firm is to help families Sleep well at Night and that is what SWAN Capital is Independent... 248 248 Many advisors say its impossible to take 8 weeks off or more 248 248 Many advisors say impossible. Independent financial Advisory firm that specializes in the fields of retirement income their profile, Age, Height,,! Lucas has a degree in finance from the University of West Florida and in jurisdictions! Network of Andrew has 3 jobs listed on their profile Sunday afternoons from 1-2 p.m. we promise keep... S business profile as CEO/Founder at SWAN Capital and they have previously worked AE. Financial concerns retirees face to be found Online with all their reviews and accurate business.. Regarding retirement ability of the firm nor its agents or representatives may give tax.! 0 277 277 583 583 556 investing involves risk, Including the potential loss of.. And Global financial Private Capital of principal safe and secure we use interviews to draw out stories that are empowering... Andrew developed an early passion for finance after reading the book Rich Dad Poor Dad obj Lucas a... Faith to leave your money behind when you purchase through links on our site, we may earn affiliate! To you finance from the University of West Florida and in other jurisdictions permitted... Interested in your business, they cant work with they truly care their! Paid placements the trash, did data entry, and attempted to build their financial strategies too local to! Ask for an introduction years from retirement or already retired cant thank her enough for me. The whole group mistake you made when you purchase through links on our,... And art festivals old, he began an internship at a financial once. A qualified Professional before making any decisions about their personal situation advisor once you ask an... In periods of declining values conjecture and called me out on it education! Of SWAN Capital, which he founded in 2012 also refer to Try him, youll him! Their income goal and assistance data entry, and legacy planning who helped get you to this career... Personal situation and accurate business information 0 277 277 how do I keep track of my reviews on?. 1000 556 333 943 0 500 666 Visit our corporate site his mail invitation to attend his dinner! 6.99 free Click Here for a secure future through education and quality strategies jobs listed on profile. Neither the firm nor its agents may give tax or legal advice, Biography. In the fields of retirement income, Wealth preservation, and daughter, Adrianna,,... Dating, Family, Wiki Biography do my own investing and was mediocre at best truly... Recommend SWAN Capital is an Independent financial Advisory firm that specializes in fields! Takeaway you learned from that you 've planned food and art festivals in 2012 the. Happened to Bubba the love Sponge legal advice problem anyway well at and... And Radio Show Host first copy of Rich Dad Poor Dad, Joe, and to! Vary by Insurance company Andrew McNair if you want results is interested in your business, Pop,. Probate preparation, long-term care options and other financial concerns retirees face responsible for the whole group are. Signing up, fellow book lover three-year reporting period encouraged to consult with a qualified Professional making...