297 297 576 576 576 576 576 576 [/PDF /Text /ImageC] I believe philanthropy is essential to a life of fulfillment and purpose. SWAN Capital, +2 more Andrew McNair . and financial matters in which the advisor has been involved. Historically finding and hiring a financial advisor was hard. 729358 10/20. Lucas enjoys traveling and discovering new cultures. ] 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 520 742 520 520 520 354 279 354 Easy, done. Get competitive proposals from multiple advisors. BBB Business Profiles may not be reproduced for sales or promotional purposes. Discover how we help individuals and families achieve their ideal retirements. 0 0 265 297 375 556 576 909 You have been idle and will be logged out in 107 W. Gregory Street, Pensacola, FL 32502 Lucas Juery | Portfolio Manager File a Complaint. /Type /Pages McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. 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. 489 571 353 576 576 500 556 556 /Descent 211 /Encoding /WinAnsiEncoding While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. 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. The current status of the business is Active. 687 963 687 687 630 297 297 297 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. Getting all your financial professionals working together is key to ensuring your long-term financial success. Thats where you burnout. Pensacola, Florida. This is likely not actually true. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. /FontName /Arial Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Disclosure events are certain criminal matters, regulatory actions, /Ascent 905 610 610 389 556 333 610 556 777 333 333 389 583 277 333 277 277 . Ciaras goal is to make sure everything runs smoothly and efficiently. 277 333 556 556 556 556 259 556 endobj Retirement professional, Andrew McNair is the President of SWAN Capital. Last updated 29 November 16. 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. A Qualified Domestic Relations Order divides up retirement assets. Can you share a story about the most humorous mistake you made when you were first starting in the industry? /Widths [ However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Dallas-Fort Worth Metroplex. Can you tell us a story about what brought you to this specific career path? I marked my calendar. Donella Ray | Director of First Impressions Dont overwork yourself. 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. 557 297 353 353 385 576 854 854 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. Find contact's direct phone number, email address, work history, and more. By Andrew McNair, Investment Adviser << I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. /Subtype /TrueType Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 666 777 722 666 610 722 666 943 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. endobj 0 277 277 500 500 350 556 1000 BBB is here to help. >> Schedule your vacations. She seeks to maintain great rapport and trust within Swan Capital. /FontDescriptor 7 0 R 722 722 777 777 777 777 777 583 687 210 353 353 409 604 297 353 556 556 277 277 583 583 583 556 Beat local competitors. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Type /Font You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. So, you think you can't afford to tithe? BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 277 277 354 556 556 889 666 190 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". He is great to work with and I can always get answers to my questions. No investment strategy can guarantee a profit or protect against loss in periods of declining values. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! I started interning at the financial firm for $0 hour. 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. 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. 909 520 576 576 576 576 248 248 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. 729358 10/20. contact us 8 0 obj Ever Wonder! 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. Anyone can work 80 hours and make their income goal. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. She makes sure each and every client is taken care of throughout their retirement! 666 666 666 666 277 277 277 277 >> View Andrew McNair's business profile as CEO/Founder at SWAN Capital. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 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. its likely that they are either exclusively a broker or are unlicensed - please /Subtype /TrueType Are you working on any exciting new projects now? Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. seconds. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. on WNRP-AM, 1620 Pensacola. 610 610 610 610 610 610 610 548 556 556 333 333 583 583 583 610 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. Phone: 850.380.9558, DAPHNE OFFICE 4 0 obj Lets now move to the core focus of our interview. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Can you give an example? Not only was his speak on what he does for people very well articulated the food was awesome too! 248 248 576 576 576 576 576 576 /Descent 211 The point in my career in which I started to see success was when I started to practice what I preached. Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. As a matter of policy, BBB does not endorse any product, service or business. Financial Advisors are obligated to disclose any events that may influence their professional conduct She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. If you are looking for a specific financial advisor and you cant find them on Wealthminder, They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. I have thoroughly enjoyed working with Andrew. Investing involves risk, including the potential loss of principal. >> Cover long-term care costs without expensive annual premiums. 666 666 610 333 277 333 583 556 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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/ Visit Website. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 556 0 277 556 500 1000 556 556 What do you think? Olivia oversees case design. 333 1000 666 333 1000 0 610 0 McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 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. 556 556 556 556 556 556 556 548 It takes no faith to leave your money behind when you are gone. Grow your business. By Andrew McNair, Investment Adviser /LastChar 255 % Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 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 . 722 277 556 722 610 833 722 777 Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Phone: 850.380.9558, DAPHNE OFFICE Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Thank you for signing up, fellow book lover! Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital.
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