. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. 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. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. They do not refer, in any way, to securities or investment advisory products. Tom Ford. Saturday /FirstChar 32
Tell us what you like and we'll recommend books you'll love. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 722 722 722 722 722 722 1000 722
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McNair graduated from the University of West Florida with a degree in finance. 722 277 556 722 610 833 722 777
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Disclosure events are certain criminal matters, regulatory actions, BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. This was very inspirational. /Type /Pages
SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 729358 10/20. Ready to get started? 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. endobj
Historically finding and hiring a financial advisor was hard. I tried to do my own investing and was mediocre at best. ]
Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 7 0 obj
Try for free at rocketreach.co 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. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. He is always able to answer my questions. /Ascent 905
Its the same idea when hiring an advisor. 2016 Wealthminder, Inc. All rights reserved. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 489 571 353 576 576 500 556 556
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Andrew Mcnair has previously passed the Series 65 examinations, and is . Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 279 576 353 756 390 576 604 0
Ciaras goal is to make sure everything runs smoothly and efficiently. Identify the 3 most important steps to take NOW before the next bear market hits. BBB reports on known marketplace practices. BBB is here to help. 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. Try him, youll love him! 399 548 333 333 333 576 556 333
Can you give an example? 9 0 obj
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over 9 years 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. They are approachable, personal & just down right easy to communicate with. Financial Advisors are obligated to disclose any events that may influence their professional conduct Data feeds used for advisors pages may be delayed; please also refer to Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Investing involves risk, including the potential loss of principal. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Wed love to see you at our next event. He specializes in the fields of retirement income, wealth preservation, and legacy planning. 520 687 265 297 576 576 576 576
By Andrew McNair, Investment Adviser Olivia oversees case design. Lucas enjoys traveling and discovering new cultures. The current status of the business is Active. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Can you tell us a story about what brought you to this specific career path? Andrew enjoys working exclusively with families who are five years from retirement or already retired. He is from United Kingdom. Get more reviews from your customers with Birdeye. We came with questions and left with answers. She works hard behind the scenes to tailor your financial plan specifically for you! /CapHeight 500
Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. We promise to keep your information safe and secure. 312 605 353 703 520 353 963 0
As a matter of policy, BBB does not endorse any product, service or business. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Lucas Juery | Portfolio Manager 297 556 576 228 248 520 248 833
Plus, get a FREE ebook when you sign up! They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /FontFile2 10 0 R
Can you share a story about that? Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 556 556 556 556 277 277 277 277
Andrew McNair net worth is $7 Million. 107 W. Gregory Street, Pensacola, FL 32502 Radical Generosity. 0 277 277 500 500 350 556 1000
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When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. /FontName /Arial
Lets now move to the core focus of our interview. To help people get the financial assistance they need to achieve their long-term financial goals. Ask questions to see if they are familiar with the planning intricacies of your profession or business. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. contact us After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Required fields are marked *. Can you give an example or story for each? /Type /Font
A Qualified Domestic Relations Order divides up retirement assets. 722 722 777 777 777 777 777 583
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If you are looking for a specific financial advisor and you cant find them on Wealthminder, 556 556 556 556 556 556 556 556
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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. Dont overwork yourself. >>
CEO/Founder at SWAN Capital Pensacola, FL. 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. Andrew a has a ton of positive energy! His net worth has been growing significantly in 2020-2021. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Ascent 905
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I started interning at the financial firm for $0 hour. 2053 Dauphin St. Thank you for all of that. Neither the firm nor its agents or representatives may give tax or legal advice. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 604 576 1035 687 687 722 722 687
It been a pleasure working with her over the last decade. |%P:^d+sKmPI
P>-^$ +zWBj:t?|J6;$_~(eXtol^{? BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Advisory services offered through SWAN Capital, LLC. /FirstChar 30
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We only share your contact information with a financial advisor once you ask for an introduction. seconds. The Importance of Estate Planning, Including Will and Living Trusts. In his career, Andrew is driven to help those most in need of financial planning and assistance. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. I took out the trash, did data entry, and attempted to build their financial strategies too. /Type /FontDescriptor
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Olivia is from California but has made Florida her new home with her two cats. I have thoroughly enjoyed working with Andrew. on WCOA-AM, 1370 Pensacola. A warm hand is better than a cold one. Can you give a story or example? Annuities are not FDIC insured. . Can you tell us what lesson or takeaway you learned from that? 556 556 556 556 277 277 277 277
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. 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. When we have any serious or specific health issues, we dont leave it up to our general practitioner. 4 0 obj
That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 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/ Last updated 23 January 17. /Encoding /WinAnsiEncoding
PENSACOLA OFFICE >>
If they work with anyone, they cant work with everyone well. Ok. 399 548 333 333 333 576 537 333
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Neither the firm nor its agents or representatives may give tax or legal advice. /FontBBox [ -665 -325 2000 1040 ]
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www.SWAN-Capital.com (opens in new tab). 333 333 389 583 277 333 277 277
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Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Descent 211
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. We help our clients design a plan for a secure future through education and quality strategies. Throughout the process, you maintain control. 556 576 576 576 333 500 277 576
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Identify the 3 most important steps to take NOW before the next bear market hits. 333 1000 500 333 943 0 500 666
Annuities are not FDIC insured. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. She loves the beach and living where most vacation. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. All media appearances are paid placements. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 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. They do not refer, in any way, to securities or investment advisory products. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. /Descent 211
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She helped me create our first client education and appreciation event too. Thank you for signing up, fellow book lover! 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. I have been investing for over 35 years. retirement She is passionate about creating events and seminars that are informative and entertaining. endobj
Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 333 736 370 556 583 0 736 552
For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 610 610 610 610 610 610 610 548
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So, you think you can't afford to tithe? It takes no faith to leave your money behind when you are gone. /Type /FontDescriptor
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Looking forward to a continued relationship. <<
Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Thank you for signing up, fellow book lover! Andrew and his staff are very friendly and easy to work with they truly care about their clients. Andrew McNair Net Worth. 687 630 576 576 576 576 576 576
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We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. /Widths [
or ability to advise their clients. 277 333 556 556 556 556 279 556
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar. SWAN Capital, +2 more Andrew McNair . He has helped inform thousands of individuals about planning for retirement. 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. /ItalicAngle 0
We work hard to collect and provide you the information you need to find a financial advisor whos right for you. 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. /LastChar 255
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Learn more about Birdeye. 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. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. And Andrew was gracious enough to handle the bill for the whole group. Future US, Inc. Full 7th Floor, 130 West 42nd Street, Thank you for signing up, fellow book lover! I bluffed like I had all the right answers. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. Swan Capital in Pensacola, FL and has Create tax-free cash flow. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Mobile, AL 36606-1911. /Type /FontDescriptor
As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. /Type /Outlines
We host seminars in the community to connect with others and share the importance of preparing for your financial future. 576 604 576 576 576 576 576 520
The point in my career in which I started to see success was when I started to practice what I preached. A member of the Masonic . Our financial strategies and solutions are as unique as our clients. 3 Ways Online Reputation Management Can Help You with Google Reviews. As an finance insider, you know much more about the finance industry than most consumers. 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. 1 0 obj
Schedule your vacations. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. How do you think that will help people? Get Directions. 556 0 222 556 333 1000 556 556
Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 83 others named Andrew McNair are on LinkedIn . Thank you so much for joining us. I am incredibly grateful for my mother. 10 0 obj
You are a person of great influence. BBB Business Profiles generally cover a three-year reporting period. Phone: 850.380.9558, DAPHNE OFFICE Neither the firm nor its agents or representatives may give tax or legal advice. /Flags 32
In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Create tax-free cash flow. 610 797 742 297 520 687 576 853
What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? I am delighted to be working with Swan Capital. Advisory services offered through SWAN Capital, LLC. None of us are able to achieve success without some help along the way. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 So, how much is Andrew McNair worth at the age of 42 years old? 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. 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. He has helped educate. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. 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. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at /Name /F2
Request proposals for help with your financial concerns. 777 722 722 722 722 666 666 610
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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. /LastChar 255
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