> and well try to help! 297 297 742 742 797 797 797 797 ] In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. endobj /Widths [ We have estimated Andrew McNair's net worth, money, salary, income, and assets. /Subtype /TrueType /Descent -209 Can you share a story about that? << /Descent 211 This was very inspirational. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Andrew a has a ton of positive energy! Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Andrew McNair's income source is mostly from being a successful Actor. 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 Visit our corporate site. Request proposals for help with your financial concerns. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investing involves risk, including the potential loss of principal. 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. 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. Pensacola, Florida. 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. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Nordstrom Andrew. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . full terms and conditions and this month's choices. Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. /LastChar 255 While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. She works hard behind the scenes to tailor your financial plan specifically for you! 399 548 333 333 333 576 537 333 /FirstChar 32 /Type /Font We use interviews to draw out stories that are both empowering and actionable. 1015 666 666 722 722 666 610 777 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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. I tried to do my own investing and was mediocre at best. 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. 610 610 610 610 610 556 610 556 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 10 0 obj /Ascent 921 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 722 277 500 666 556 833 722 777 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 576 520 ] . 333 1000 666 333 1000 0 610 0 /LastChar 255 975 722 722 722 722 666 610 777 << This field is for validation purposes and should be left unchanged. His net worth has been growing significantly in 2020-2021. Swan Capital in Pensacola, FL and has 333 333 389 583 277 333 277 277 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. for the current data. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. over 9 years Why did he name the company SWAN Capital? 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. 333 556 610 556 610 556 333 610 Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 0 0 265 297 375 556 576 909 Andrew Mcnair has previously passed the Series 65 examinations, and is . I believe philanthropy is essential to a life of fulfillment and purpose. 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. >> Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. We help our clients design a plan for a secure future through education and quality strategies. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Wealthminder then sends your request to our network of /Type /FontDescriptor $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 279 576 353 756 390 576 604 0 /CapHeight 500 If a financial advisor is interested in your business, they will submit a proposal to you. 556 556 556 556 556 556 889 500 1 0 obj View Andrew McNair's profile on LinkedIn, the world's largest professional community. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Heres how it works. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. Owning the investments I recommend to clients is key. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. 107 W. Gregory Street, Pensacola, FL 32502 He has helped educate. /CapHeight 500 610 610 610 610 610 610 610 548 666 777 722 666 610 722 666 943 We only share your contact information with a financial advisor once you ask for an introduction. endobj 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. 556 556 333 333 583 583 583 610 BBB Business Profiles generally cover a three-year reporting period. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. /Flags 32 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Can you give an example or story for each? /Type /Font Can you share a story about the most humorous mistake you made when you were first starting in the industry? A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Get updates about Andrew McNair and recommended reads from Simon & Schuster. How do you think that will help people? I recommend Swan Capital and Andrew Mcnair if you want results. 576 576 576 576 297 297 604 604 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Turn existing IRAs into tax-free accounts. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. Last updated 29 November 16. /Count 9 /First 78 0 R /Last 86 0 R /Type /FontDescriptor . Ok. File a Complaint. Why Coffee Is Not Just Coffee Since The Industrial Revolution. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. You never know what your idea can trigger. << . Andrew McNair Net Worth. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Can you give a story or example? 277 333 556 556 556 556 279 556 Try for free at rocketreach.co 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. Advisory services offered through SWAN Capital, LLC. 3 Ways Online Reputation Management Can Help You with Google Reviews. The best way to use Wealthminder is to take advantage of our free proposal system. /FontDescriptor 9 0 R Latest articles by Andrew McNair, Investment Adviser. Can you tell us what lesson or takeaway you learned from that? 333 1000 556 333 943 0 500 666 BBB Business Profiles are subject to change at any time. 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. If you are looking for a specific financial advisor and you cant find them on Wealthminder, 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. 556 556 556 556 556 556 556 556 666 777 722 666 610 722 666 943 Thank you for signing up, fellow book lover! 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). 107 W. Gregory Street, Pensacola, FL 32502 /Subtype /TrueType 520 687 265 297 576 576 576 576 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 I bluffed like I had all the right answers. 333 556 556 500 556 556 277 556 /FontBBox [ -665 -325 2000 1040 ] I started interning at the financial firm for $0 hour. BBB is here to help. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FirstChar 32 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Annuities are not FDIC insured. 2053 Dauphin St. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Is there a takeaway or lesson that others can learn from that? Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Did you start doing anything different? Similar Advisors 9 0 obj 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. or ability to advise their clients. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 666 666 666 666 666 666 1000 722 610 797 742 297 520 687 576 853 556 556 277 277 583 583 583 556 248 248 576 576 576 576 576 576 When you purchase through links on our site, we may earn an affiliate commission. They do not refer, in any way, to securities or investment advisory products. I am delighted to be working with Swan Capital. 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 Phone: 850.380.9558, DAPHNE OFFICE Can you explain who would most benefit from hiring a financial advisor and why? *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 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. Andrew Mcnair has been working for 10 years. 489 571 353 576 576 500 556 556 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? /ItalicAngle 0 556 556 556 556 556 556 556 548 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! We loved Andrew and feel his advice is spot on. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Investing involves risk, including the potential loss of principal. 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. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. /FontFile2 10 0 R Who do you specialize in working with? /FontDescriptor 7 0 R 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. Long-Term Care Insurance 500 500 500 333 259 333 583 0 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. savings Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 0 222 222 333 333 350 556 1000 556 556 556 556 556 556 889 556 We should be seeking a professional that sees our personal situation everyday. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Andrew is the real deal and knows, without question or doubt, what investing is all about. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. [/PDF /Text /ImageC] It been a pleasure working with her over the last decade. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. He is always able to answer my questions. 666 666 666 666 277 277 277 277 Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Create tax-free cash flow. 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. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. I took out the trash, did data entry, and attempted to build their financial strategies too. 333 1000 500 333 943 0 500 666 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. They are approachable, personal & just down right easy to communicate with. /BaseFont /Arial I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. 556 0 222 556 333 1000 556 556 Mobile, AL 36606-1911. 277 333 474 556 556 889 722 237 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. She assists our operations team with transfers and getting new accounts opened. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 83 others named Andrew McNair are on LinkedIn . Tell us what you like and we'll recommend books you'll love. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 3 0 obj To them, there are no dumb questions. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 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. Get Directions. contact us You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. BBB reports on known marketplace practices. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Will your legacy be a benefit or a burden to your loved ones? Radical Generosity. Is there a particular person who you are grateful towards who helped get you to where you are? Cover long-term care costs without expensive annual premiums. 742 797 687 797 722 666 630 742 Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. 107 W Gregory St, Pensacola, FL 32502 United States. It takes no faith to leave your money behind when you are gone. :-). 777 722 722 722 722 666 666 610 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 556 556 556 556 277 277 277 277 endobj She makes sure each and every client is taken care of throughout their retirement! << /Subtype /TrueType Everyone does that. Wealthminder was created for one simple reason: 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. So, how much is Andrew McNair worth at the age of 42 years old? 277 333 556 556 556 556 259 556 Turn existing IRAs into tax-free accounts. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. /Name /F3 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Last updated 23 January 17. How can our readers follow you on social media? It was a priceless lesson to never act like you have the answers unless you really do. Required fields are marked *. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. endobj He specializes in the fields of retirement income, wealth preservation, and legacy planning. I am incredibly grateful for my mother. . How BBB Processes Complaints and Reviews. Why do amateurs employ coaches? How much of your retirement savings can you afford to lose? African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking %PDF-1.3 If you have any questions, she will work with you to find the answers! Advisory services offered through SWAN Capital, LLC. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. New York, 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/ He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. /Type /Outlines David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Anyone can work 80 hours and make their income goal. ] >> on WNRP-AM, 1620 Pensacola. /FontBBox [ -580 -257 1473 1003 ] PENSACOLA OFFICE 687 963 687 687 630 297 297 297 576 576 353 1020 687 353 1020 0 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. /Type /FontDescriptor 312 605 353 703 520 353 963 0 Data feeds used for advisors pages may be delayed; please also refer to 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. 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. As a matter of policy, BBB does not endorse any product, service or business. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /Widths [ 277 277 354 556 556 889 666 190 /FontName /Arial Dallas-Fort Worth Metroplex. and financial matters in which the advisor has been involved. In his career, Andrew is driven to help those most in need of financial planning and assistance. Annuities are not FDIC insured. Many advisors say its impossible to take 8 weeks off or more. Thank you so much for doing this with us! The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. They could see right through my bogus conjecture and called me out on it. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /LastChar 255 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. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 556 556 556 556 556 556 556 556 2023 Simon & Schuster, Inc. All rights reserved. Get more reviews from your customers with Birdeye. >> She seeks to maintain great rapport and trust within Swan Capital. PENSACOLA OFFICE We help our clients design a plan for a secure future through education and quality strategies. Getting all your financial professionals working together is key to ensuring your long-term financial success. Sunday afternoons from 1-2 p.m. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Dominate search results. /Type /Pages I have been investing for over 35 years. Identify the 3 most important steps to take NOW before the next bear market hits. They do not refer, in any way, to securities or investment advisory products. Andrew has 3 jobs listed on their profile. Can you give an example? What do you think? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Advisory services offered through SWAN Capital, LLC. She loves the beach and living where most vacation. Bob McNair initially built a. Knowing your risk score can help you make appropriate investment choices. 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. 666 666 610 333 277 333 583 556 Annuities are not FDIC insured. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /StemV 0 8 0 obj 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. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Sunday afternoons 1-2 p.m. 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. its likely that they are either exclusively a broker or are unlicensed - please Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mcnair 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. Our readers would love to get to know you a bit more. Learn more about Birdeye. /XHeight 519 By Andrew McNair, Investment Adviser 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. Thank you so much for joining us. << /Count 13 Saturday McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Try him, youll love him! Tell us what you like and we'll recommend books you'll love. The point in my career in which I started to see success was when I started to practice what I preached. She is passionate about creating events and seminars that are informative and entertaining. He started in the financial industry when he was just 14 years old. Lucas enjoys traveling and discovering new cultures. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Olivia oversees case design. 1020 742 687 687 687 687 297 297 Who Is Michael Steele Married To, Rent To Own Acreage Calgary, Who Robbed The Alibi Shameless, Articles A
If you enjoyed this article, Get email updates (It’s Free) No related posts.'/> A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . full terms and conditions and this month's choices. Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. /LastChar 255 While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. She works hard behind the scenes to tailor your financial plan specifically for you! 399 548 333 333 333 576 537 333 /FirstChar 32 /Type /Font We use interviews to draw out stories that are both empowering and actionable. 1015 666 666 722 722 666 610 777 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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. I tried to do my own investing and was mediocre at best. 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. 610 610 610 610 610 556 610 556 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 10 0 obj /Ascent 921 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 722 277 500 666 556 833 722 777 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 576 520 ] . 333 1000 666 333 1000 0 610 0 /LastChar 255 975 722 722 722 722 666 610 777 << This field is for validation purposes and should be left unchanged. His net worth has been growing significantly in 2020-2021. Swan Capital in Pensacola, FL and has 333 333 389 583 277 333 277 277 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. for the current data. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. over 9 years Why did he name the company SWAN Capital? 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. 333 556 610 556 610 556 333 610 Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 0 0 265 297 375 556 576 909 Andrew Mcnair has previously passed the Series 65 examinations, and is . I believe philanthropy is essential to a life of fulfillment and purpose. 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. >> Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. We help our clients design a plan for a secure future through education and quality strategies. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Wealthminder then sends your request to our network of /Type /FontDescriptor $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 279 576 353 756 390 576 604 0 /CapHeight 500 If a financial advisor is interested in your business, they will submit a proposal to you. 556 556 556 556 556 556 889 500 1 0 obj View Andrew McNair's profile on LinkedIn, the world's largest professional community. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Heres how it works. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. Owning the investments I recommend to clients is key. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. 107 W. Gregory Street, Pensacola, FL 32502 He has helped educate. /CapHeight 500 610 610 610 610 610 610 610 548 666 777 722 666 610 722 666 943 We only share your contact information with a financial advisor once you ask for an introduction. endobj 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. 556 556 333 333 583 583 583 610 BBB Business Profiles generally cover a three-year reporting period. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. /Flags 32 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Can you give an example or story for each? /Type /Font Can you share a story about the most humorous mistake you made when you were first starting in the industry? A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Get updates about Andrew McNair and recommended reads from Simon & Schuster. How do you think that will help people? I recommend Swan Capital and Andrew Mcnair if you want results. 576 576 576 576 297 297 604 604 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Turn existing IRAs into tax-free accounts. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. Last updated 29 November 16. /Count 9 /First 78 0 R /Last 86 0 R /Type /FontDescriptor . Ok. File a Complaint. Why Coffee Is Not Just Coffee Since The Industrial Revolution. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. You never know what your idea can trigger. << . Andrew McNair Net Worth. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Can you give a story or example? 277 333 556 556 556 556 279 556 Try for free at rocketreach.co 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. Advisory services offered through SWAN Capital, LLC. 3 Ways Online Reputation Management Can Help You with Google Reviews. The best way to use Wealthminder is to take advantage of our free proposal system. /FontDescriptor 9 0 R Latest articles by Andrew McNair, Investment Adviser. Can you tell us what lesson or takeaway you learned from that? 333 1000 556 333 943 0 500 666 BBB Business Profiles are subject to change at any time. 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. If you are looking for a specific financial advisor and you cant find them on Wealthminder, 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. 556 556 556 556 556 556 556 556 666 777 722 666 610 722 666 943 Thank you for signing up, fellow book lover! 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). 107 W. Gregory Street, Pensacola, FL 32502 /Subtype /TrueType 520 687 265 297 576 576 576 576 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 I bluffed like I had all the right answers. 333 556 556 500 556 556 277 556 /FontBBox [ -665 -325 2000 1040 ] I started interning at the financial firm for $0 hour. BBB is here to help. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FirstChar 32 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Annuities are not FDIC insured. 2053 Dauphin St. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Is there a takeaway or lesson that others can learn from that? Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Did you start doing anything different? Similar Advisors 9 0 obj 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. or ability to advise their clients. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 666 666 666 666 666 666 1000 722 610 797 742 297 520 687 576 853 556 556 277 277 583 583 583 556 248 248 576 576 576 576 576 576 When you purchase through links on our site, we may earn an affiliate commission. They do not refer, in any way, to securities or investment advisory products. I am delighted to be working with Swan Capital. 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 Phone: 850.380.9558, DAPHNE OFFICE Can you explain who would most benefit from hiring a financial advisor and why? *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 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. Andrew Mcnair has been working for 10 years. 489 571 353 576 576 500 556 556 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? /ItalicAngle 0 556 556 556 556 556 556 556 548 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! We loved Andrew and feel his advice is spot on. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Investing involves risk, including the potential loss of principal. 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. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. /FontFile2 10 0 R Who do you specialize in working with? /FontDescriptor 7 0 R 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. Long-Term Care Insurance 500 500 500 333 259 333 583 0 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. savings Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 0 222 222 333 333 350 556 1000 556 556 556 556 556 556 889 556 We should be seeking a professional that sees our personal situation everyday. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Andrew is the real deal and knows, without question or doubt, what investing is all about. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. [/PDF /Text /ImageC] It been a pleasure working with her over the last decade. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. He is always able to answer my questions. 666 666 666 666 277 277 277 277 Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Create tax-free cash flow. 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. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. I took out the trash, did data entry, and attempted to build their financial strategies too. 333 1000 500 333 943 0 500 666 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. They are approachable, personal & just down right easy to communicate with. /BaseFont /Arial I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. 556 0 222 556 333 1000 556 556 Mobile, AL 36606-1911. 277 333 474 556 556 889 722 237 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. She assists our operations team with transfers and getting new accounts opened. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 83 others named Andrew McNair are on LinkedIn . Tell us what you like and we'll recommend books you'll love. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 3 0 obj To them, there are no dumb questions. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 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. Get Directions. contact us You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. BBB reports on known marketplace practices. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Will your legacy be a benefit or a burden to your loved ones? Radical Generosity. Is there a particular person who you are grateful towards who helped get you to where you are? Cover long-term care costs without expensive annual premiums. 742 797 687 797 722 666 630 742 Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. 107 W Gregory St, Pensacola, FL 32502 United States. It takes no faith to leave your money behind when you are gone. :-). 777 722 722 722 722 666 666 610 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 556 556 556 556 277 277 277 277 endobj She makes sure each and every client is taken care of throughout their retirement! << /Subtype /TrueType Everyone does that. Wealthminder was created for one simple reason: 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. So, how much is Andrew McNair worth at the age of 42 years old? 277 333 556 556 556 556 259 556 Turn existing IRAs into tax-free accounts. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. /Name /F3 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Last updated 23 January 17. How can our readers follow you on social media? It was a priceless lesson to never act like you have the answers unless you really do. Required fields are marked *. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. endobj He specializes in the fields of retirement income, wealth preservation, and legacy planning. I am incredibly grateful for my mother. . How BBB Processes Complaints and Reviews. Why do amateurs employ coaches? How much of your retirement savings can you afford to lose? African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking %PDF-1.3 If you have any questions, she will work with you to find the answers! Advisory services offered through SWAN Capital, LLC. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. New York, 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/ He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. /Type /Outlines David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Anyone can work 80 hours and make their income goal. ] >> on WNRP-AM, 1620 Pensacola. /FontBBox [ -580 -257 1473 1003 ] PENSACOLA OFFICE 687 963 687 687 630 297 297 297 576 576 353 1020 687 353 1020 0 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. /Type /FontDescriptor 312 605 353 703 520 353 963 0 Data feeds used for advisors pages may be delayed; please also refer to 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. 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. As a matter of policy, BBB does not endorse any product, service or business. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /Widths [ 277 277 354 556 556 889 666 190 /FontName /Arial Dallas-Fort Worth Metroplex. and financial matters in which the advisor has been involved. In his career, Andrew is driven to help those most in need of financial planning and assistance. Annuities are not FDIC insured. Many advisors say its impossible to take 8 weeks off or more. Thank you so much for doing this with us! The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. They could see right through my bogus conjecture and called me out on it. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /LastChar 255 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. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 556 556 556 556 556 556 556 556 2023 Simon & Schuster, Inc. All rights reserved. Get more reviews from your customers with Birdeye. >> She seeks to maintain great rapport and trust within Swan Capital. PENSACOLA OFFICE We help our clients design a plan for a secure future through education and quality strategies. Getting all your financial professionals working together is key to ensuring your long-term financial success. Sunday afternoons from 1-2 p.m. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Dominate search results. /Type /Pages I have been investing for over 35 years. Identify the 3 most important steps to take NOW before the next bear market hits. They do not refer, in any way, to securities or investment advisory products. Andrew has 3 jobs listed on their profile. Can you give an example? What do you think? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Advisory services offered through SWAN Capital, LLC. She loves the beach and living where most vacation. Bob McNair initially built a. Knowing your risk score can help you make appropriate investment choices. 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. 666 666 610 333 277 333 583 556 Annuities are not FDIC insured. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /StemV 0 8 0 obj 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. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Sunday afternoons 1-2 p.m. 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. its likely that they are either exclusively a broker or are unlicensed - please Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mcnair 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. Our readers would love to get to know you a bit more. Learn more about Birdeye. /XHeight 519 By Andrew McNair, Investment Adviser 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. Thank you so much for joining us. << /Count 13 Saturday McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Try him, youll love him! Tell us what you like and we'll recommend books you'll love. The point in my career in which I started to see success was when I started to practice what I preached. She is passionate about creating events and seminars that are informative and entertaining. He started in the financial industry when he was just 14 years old. Lucas enjoys traveling and discovering new cultures. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Olivia oversees case design. 1020 742 687 687 687 687 297 297 Who Is Michael Steele Married To, Rent To Own Acreage Calgary, Who Robbed The Alibi Shameless, Articles A
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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. /Name /F1 /Encoding /WinAnsiEncoding Advisory services offered through SWAN Capital, LLC. Not only was his speak on what he does for people very well articulated the food was awesome too! Retirement professional, Andrew McNair is the President of SWAN Capital. 107 W. Gregory Street, Pensacola, FL 32502 I am very happy with Andrew's advise. 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. 399 548 333 333 333 576 556 333 Saturday mornings from 10-11 a.m. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. In the same year, he established the Veteran Benefit. 666 666 666 666 277 277 277 277 BBB Business Profiles may not be reproduced for sales or promotional purposes. >> and well try to help! 297 297 742 742 797 797 797 797 ] In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. endobj /Widths [ We have estimated Andrew McNair's net worth, money, salary, income, and assets. /Subtype /TrueType /Descent -209 Can you share a story about that? << /Descent 211 This was very inspirational. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Andrew a has a ton of positive energy! Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Andrew McNair's income source is mostly from being a successful Actor. 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 Visit our corporate site. Request proposals for help with your financial concerns. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investing involves risk, including the potential loss of principal. 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. 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. Pensacola, Florida. 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. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Nordstrom Andrew. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . full terms and conditions and this month's choices. Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. /LastChar 255 While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. She works hard behind the scenes to tailor your financial plan specifically for you! 399 548 333 333 333 576 537 333 /FirstChar 32 /Type /Font We use interviews to draw out stories that are both empowering and actionable. 1015 666 666 722 722 666 610 777 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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. I tried to do my own investing and was mediocre at best. 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. 610 610 610 610 610 556 610 556 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 10 0 obj /Ascent 921 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 722 277 500 666 556 833 722 777 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 576 520 ] . 333 1000 666 333 1000 0 610 0 /LastChar 255 975 722 722 722 722 666 610 777 << This field is for validation purposes and should be left unchanged. His net worth has been growing significantly in 2020-2021. Swan Capital in Pensacola, FL and has 333 333 389 583 277 333 277 277 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. for the current data. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. over 9 years Why did he name the company SWAN Capital? 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. 333 556 610 556 610 556 333 610 Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 0 0 265 297 375 556 576 909 Andrew Mcnair has previously passed the Series 65 examinations, and is . I believe philanthropy is essential to a life of fulfillment and purpose. 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. >> Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. We help our clients design a plan for a secure future through education and quality strategies. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Wealthminder then sends your request to our network of /Type /FontDescriptor $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 279 576 353 756 390 576 604 0 /CapHeight 500 If a financial advisor is interested in your business, they will submit a proposal to you. 556 556 556 556 556 556 889 500 1 0 obj View Andrew McNair's profile on LinkedIn, the world's largest professional community. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Heres how it works. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. Owning the investments I recommend to clients is key. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. 107 W. Gregory Street, Pensacola, FL 32502 He has helped educate. /CapHeight 500 610 610 610 610 610 610 610 548 666 777 722 666 610 722 666 943 We only share your contact information with a financial advisor once you ask for an introduction. endobj 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. 556 556 333 333 583 583 583 610 BBB Business Profiles generally cover a three-year reporting period. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. /Flags 32 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Can you give an example or story for each? /Type /Font Can you share a story about the most humorous mistake you made when you were first starting in the industry? A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Get updates about Andrew McNair and recommended reads from Simon & Schuster. How do you think that will help people? I recommend Swan Capital and Andrew Mcnair if you want results. 576 576 576 576 297 297 604 604 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Turn existing IRAs into tax-free accounts. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. Last updated 29 November 16. /Count 9 /First 78 0 R /Last 86 0 R /Type /FontDescriptor . Ok. File a Complaint. Why Coffee Is Not Just Coffee Since The Industrial Revolution. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. You never know what your idea can trigger. << . Andrew McNair Net Worth. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Can you give a story or example? 277 333 556 556 556 556 279 556 Try for free at rocketreach.co 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. Advisory services offered through SWAN Capital, LLC. 3 Ways Online Reputation Management Can Help You with Google Reviews. The best way to use Wealthminder is to take advantage of our free proposal system. /FontDescriptor 9 0 R Latest articles by Andrew McNair, Investment Adviser. Can you tell us what lesson or takeaway you learned from that? 333 1000 556 333 943 0 500 666 BBB Business Profiles are subject to change at any time. 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. If you are looking for a specific financial advisor and you cant find them on Wealthminder, 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. 556 556 556 556 556 556 556 556 666 777 722 666 610 722 666 943 Thank you for signing up, fellow book lover! 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). 107 W. Gregory Street, Pensacola, FL 32502 /Subtype /TrueType 520 687 265 297 576 576 576 576 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 I bluffed like I had all the right answers. 333 556 556 500 556 556 277 556 /FontBBox [ -665 -325 2000 1040 ] I started interning at the financial firm for $0 hour. BBB is here to help. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FirstChar 32 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Annuities are not FDIC insured. 2053 Dauphin St. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Is there a takeaway or lesson that others can learn from that? Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Did you start doing anything different? Similar Advisors 9 0 obj 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. or ability to advise their clients. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 666 666 666 666 666 666 1000 722 610 797 742 297 520 687 576 853 556 556 277 277 583 583 583 556 248 248 576 576 576 576 576 576 When you purchase through links on our site, we may earn an affiliate commission. They do not refer, in any way, to securities or investment advisory products. I am delighted to be working with Swan Capital. 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 Phone: 850.380.9558, DAPHNE OFFICE Can you explain who would most benefit from hiring a financial advisor and why? *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 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. Andrew Mcnair has been working for 10 years. 489 571 353 576 576 500 556 556 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? /ItalicAngle 0 556 556 556 556 556 556 556 548 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! We loved Andrew and feel his advice is spot on. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Investing involves risk, including the potential loss of principal. 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. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. /FontFile2 10 0 R Who do you specialize in working with? /FontDescriptor 7 0 R 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. Long-Term Care Insurance 500 500 500 333 259 333 583 0 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. savings Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 0 222 222 333 333 350 556 1000 556 556 556 556 556 556 889 556 We should be seeking a professional that sees our personal situation everyday. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Andrew is the real deal and knows, without question or doubt, what investing is all about. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. [/PDF /Text /ImageC] It been a pleasure working with her over the last decade. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. He is always able to answer my questions. 666 666 666 666 277 277 277 277 Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Create tax-free cash flow. 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. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. I took out the trash, did data entry, and attempted to build their financial strategies too. 333 1000 500 333 943 0 500 666 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. They are approachable, personal & just down right easy to communicate with. /BaseFont /Arial I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. 556 0 222 556 333 1000 556 556 Mobile, AL 36606-1911. 277 333 474 556 556 889 722 237 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. She assists our operations team with transfers and getting new accounts opened. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 83 others named Andrew McNair are on LinkedIn . Tell us what you like and we'll recommend books you'll love. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 3 0 obj To them, there are no dumb questions. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 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. Get Directions. contact us You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. BBB reports on known marketplace practices. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Will your legacy be a benefit or a burden to your loved ones? Radical Generosity. Is there a particular person who you are grateful towards who helped get you to where you are? Cover long-term care costs without expensive annual premiums. 742 797 687 797 722 666 630 742 Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. 107 W Gregory St, Pensacola, FL 32502 United States. It takes no faith to leave your money behind when you are gone. :-). 777 722 722 722 722 666 666 610 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 556 556 556 556 277 277 277 277 endobj She makes sure each and every client is taken care of throughout their retirement! << /Subtype /TrueType Everyone does that. Wealthminder was created for one simple reason: 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. So, how much is Andrew McNair worth at the age of 42 years old? 277 333 556 556 556 556 259 556 Turn existing IRAs into tax-free accounts. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. /Name /F3 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Last updated 23 January 17. How can our readers follow you on social media? It was a priceless lesson to never act like you have the answers unless you really do. Required fields are marked *. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. endobj He specializes in the fields of retirement income, wealth preservation, and legacy planning. I am incredibly grateful for my mother. . How BBB Processes Complaints and Reviews. Why do amateurs employ coaches? How much of your retirement savings can you afford to lose? African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking %PDF-1.3 If you have any questions, she will work with you to find the answers! Advisory services offered through SWAN Capital, LLC. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. New York, 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/ He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. /Type /Outlines David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Anyone can work 80 hours and make their income goal. ] >> on WNRP-AM, 1620 Pensacola. /FontBBox [ -580 -257 1473 1003 ] PENSACOLA OFFICE 687 963 687 687 630 297 297 297 576 576 353 1020 687 353 1020 0 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. /Type /FontDescriptor 312 605 353 703 520 353 963 0 Data feeds used for advisors pages may be delayed; please also refer to 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. 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. As a matter of policy, BBB does not endorse any product, service or business. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /Widths [ 277 277 354 556 556 889 666 190 /FontName /Arial Dallas-Fort Worth Metroplex. and financial matters in which the advisor has been involved. In his career, Andrew is driven to help those most in need of financial planning and assistance. Annuities are not FDIC insured. Many advisors say its impossible to take 8 weeks off or more. Thank you so much for doing this with us! The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. They could see right through my bogus conjecture and called me out on it. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /LastChar 255 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. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 556 556 556 556 556 556 556 556 2023 Simon & Schuster, Inc. All rights reserved. Get more reviews from your customers with Birdeye. >> She seeks to maintain great rapport and trust within Swan Capital. PENSACOLA OFFICE We help our clients design a plan for a secure future through education and quality strategies. Getting all your financial professionals working together is key to ensuring your long-term financial success. Sunday afternoons from 1-2 p.m. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Dominate search results. /Type /Pages I have been investing for over 35 years. Identify the 3 most important steps to take NOW before the next bear market hits. They do not refer, in any way, to securities or investment advisory products. Andrew has 3 jobs listed on their profile. Can you give an example? What do you think? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Advisory services offered through SWAN Capital, LLC. She loves the beach and living where most vacation. Bob McNair initially built a. Knowing your risk score can help you make appropriate investment choices. 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. 666 666 610 333 277 333 583 556 Annuities are not FDIC insured. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /StemV 0 8 0 obj 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. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Sunday afternoons 1-2 p.m. 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. its likely that they are either exclusively a broker or are unlicensed - please Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mcnair 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. Our readers would love to get to know you a bit more. Learn more about Birdeye. /XHeight 519 By Andrew McNair, Investment Adviser 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. Thank you so much for joining us. << /Count 13 Saturday McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Try him, youll love him! Tell us what you like and we'll recommend books you'll love. The point in my career in which I started to see success was when I started to practice what I preached. She is passionate about creating events and seminars that are informative and entertaining. He started in the financial industry when he was just 14 years old. Lucas enjoys traveling and discovering new cultures. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Olivia oversees case design. 1020 742 687 687 687 687 297 297

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