If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Historically finding and hiring a financial advisor was hard. Many advisors say its impossible to take 8 weeks off or more. /Descent 211 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. As an finance insider, you know much more about the finance industry than most consumers. 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. endobj /BaseFont /Arial,Bold Get updates about Andrew McNair and recommended reads from Simon & Schuster. 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. I am very happy with Andrew's advise. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Find out your risk score with our Riskalyze tool! This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! Heres how it works. 557 297 353 353 385 576 854 854 Our readers would love to get to know you a bit more. Learn more about Birdeye. 333 556 610 556 610 556 333 610 I am delighted to be working with Swan Capital. No investment strategy can guarantee a profit or protect against loss in periods of declining values. I started interning at the financial firm for $0 hour. 576 576 576 576 297 297 604 604 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. 556 556 556 556 277 277 277 277 /FirstChar 32 ] Will your legacy be a benefit or a burden to your loved ones? What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Anyone can work 80 hours and make their income goal. 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. Plus, get a FREE ebook when you sign up! 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 The company`s management are Manager . Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Getting all your financial professionals working together is key to ensuring your long-term financial success. All media appearances are paid placements. Saturday Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. We host seminars in the community to connect with others and share the importance of preparing for your financial future. 556 0 277 556 500 1000 556 556 We should be seeking a professional that sees our personal situation everyday. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. How much of your retirement savings can you afford to lose? When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Tell us what you like and we'll recommend books you'll love. Olivia oversees case design. It was a priceless lesson to never act like you have the answers unless you really do. /Widths [ /Ascent 905 Advisory services offered through SWAN Capital, LLC. He has helped educate. Knowing your risk score can help you make appropriate investment choices. Neither the firm nor its agents or representatives may give tax or legal advice. Ready to get started? . 277 277 354 556 556 889 666 190 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. By Andrew McNair, Investment Adviser 630 0 0 242 242 353 353 370 576 520 ] /FontDescriptor 7 0 R 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. Tell us what you like and we'll recommend books you'll love. 610 610 389 556 333 610 556 777 /CapHeight 500 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. /FontDescriptor 5 0 R 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 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. 500 500 500 333 259 333 583 0 Grow your business. 556 556 556 556 556 556 889 556 We loved Andrew and feel his advice is spot on. Thank you for signing up, fellow book lover! 83 others named Andrew McNair are on LinkedIn . SWAN Capital, +2 more Andrew McNair . Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. When you purchase through links on our site, we may earn an affiliate commission. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. >> BBB Business Profiles are subject to change at any time. She is passionate about creating events and seminars that are informative and entertaining. endobj In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 277 333 556 556 556 556 259 556 Neither the firm nor its agents or representatives may give tax or legal advice. Find Andrew's email address, mobile number, work history, and more. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 297 297 742 742 797 797 797 797 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Why do amateurs employ coaches? There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. A Qualified Domestic Relations Order divides up retirement assets. 610 556 556 556 556 500 556 500 /Type /Font Thank you so much for joining us. How can our readers follow you on social media? 576 604 576 576 576 576 576 520 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. Create tax-free cash flow. She loves the beach and living where most vacation. << It takes no faith to leave your money behind when you are gone. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Dallas-Fort Worth Metroplex. Try for free at rocketreach.co Ever Wonder! Can you share a story about that? 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. He started in the financial industry when he was just 14 years old. Andrew McNair's income source is mostly from being a successful Actor. 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. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 107 W Gregory St, Pensacola, FL 32502 United States. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Turn existing IRAs into tax-free accounts. He specializes in the fields of retirement income, wealth preservation, and legacy planning. And I've 610 797 742 297 520 687 576 853 Did you start doing anything different? Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 9 0 obj 975 722 722 722 722 666 610 777 /Count 9 /First 78 0 R /Last 86 0 R We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Owning the investments I recommend to clients is key. They do not refer, in any way, to securities or investment advisory products. If they work with anyone, they cant work with everyone well. 489 571 353 576 576 500 556 556 BBB reports on known marketplace practices. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. He is always able to answer my questions. /Type /Outlines >> 248 248 576 576 576 576 576 576 /CapHeight 500 All media appearances are paid placements. /Widths [ /ItalicAngle 0 Looking forward to a continued relationship. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 556 556 556 556 277 277 277 277 His net worth has been growing significantly in 2020-2021. I have thoroughly enjoyed working with Andrew. 556 556 277 277 583 583 583 556 In his career, Andrew is driven to help those most in need of financial planning and assistance. >> 556 556 333 500 277 556 500 722 His staff is very professional. seconds. /Type /Pages 687 630 576 576 576 576 576 576 PENSACOLA OFFICE No investment strategy can guarantee a profit or protect against loss in periods of declining values. I am really excited about my new book that I am finishing up called Rich Young Powerful which is about helping average givers become everyday philanthropists. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking I am incredibly grateful for my mother. Get Directions. /XHeight 519 It depends on how well you've planned. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Can you give an example or story for each? 279 576 353 756 390 576 604 0 /Name /F2 Wealthminder is a database of every Investment Advisor Representative in the country. Well guide you through the process. 687 963 687 687 630 297 297 297 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 0 222 222 333 333 350 556 1000 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? He looked over my finances and retirement plan, recommended some changes and said "see you in six years". SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /FontFile2 10 0 R Olivia is from California but has made Florida her new home with her two cats. This profile is powered by Birdeye. You never know what your idea can trigger. 556 556 556 556 556 556 556 556 Identify the 3 most important steps to take NOW before the next bear market hits. Saturday mornings from 10-11 a.m. 729358 10/20. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". /BaseFont /Arial Can you give an example? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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 . << 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 . >> Thank you so much for doing this with us! Dominate search results. 666 777 722 666 610 722 666 943 NY 10036. over 9 years Donella Ray | Director of First Impressions Swan Capital in Pensacola, FL and has When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. How do you think that will help people? www.SWAN-Capital.com (opens in new tab). Neither the firm nor its agents may give tax advice. Cover long-term care costs without expensive annual premiums. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Encoding /WinAnsiEncoding /Subtype /TrueType 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. 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. /Subtype /TrueType We work hard to collect and provide you the information you need to find a financial advisor whos right for you. This was very inspirational. /Encoding /WinAnsiEncoding << Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. /Flags 32 A member of the Masonic . 5 0 obj Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Get competitive proposals from multiple advisors. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. /FontBBox [ -580 -257 1473 1003 ] Lucas enjoys traveling and discovering new cultures. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Andrew is also very knowledgeable about financial issues. 7 0 obj Andrew has 3 jobs listed on their profile. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. BBB Business Profiles generally cover a three-year reporting period. retirement Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Who do you specialize in working with? 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. 722 722 777 777 777 777 777 583 If a financial advisor is interested in your business, they will submit a proposal to you. As a matter of policy, BBB does not endorse any product, service or business. /StemV 0 556 556 500 389 279 389 583 0 Wealthminder was created for one simple reason: /FontName /Arial Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Its the same idea when hiring an advisor. /ItalicAngle 0 Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. >> All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 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. contact us 333 1000 666 333 1000 0 610 0 [/PDF /Text /ImageC] To help people get the financial assistance they need to achieve their long-term financial goals. endobj Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 687 210 353 353 409 604 297 353 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Visit Website. on WNRP-AM, 1620 Pensacola. Turn existing IRAs into tax-free accounts. Contact Information. 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. International Association of Better Business Bureaus. Can you explain who would most benefit from hiring a financial advisor and why? 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. /Type /Font 3 Ways Online Reputation Management Can Help You with Google Reviews. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. /FirstChar 30 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 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. Ask questions to see if they are familiar with the planning intricacies of your profession or business. 742 797 687 797 722 666 630 742 3 0 obj My name is Andrew McNair. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 520 742 520 520 520 354 279 354 A people person, Vicki enjoys helping clients access their new accounts. She works hard behind the scenes to tailor your financial plan specifically for you! 1 0 obj We promise to keep your information safe and secure. BBB is here to help. stream prescreened financial advisors. endobj Andrew Mcnair has been working for 10 years. Radical Generosity. 556 556 556 556 556 556 889 500 They do not refer, in any way, to securities or investment advisory products. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ /Widths [ Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. And living where most vacation next bear market hits with everyone well,,. Tell us what you like and we & # x27 ; s income source is mostly from being a Actor... Vary by Insurance company as portfolio Manager, Lucas is responsible for the past years..., BBB does not endorse any product, service or Business recommended reads from Simon &.. For joining us endobj Andrew McNair & # x27 ; s Business profile SWAN Capital is an Independent Advisory... Daphne, AL 36526 the company ` s Management are Manager thrive and avoid burnout terrific educating. 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Domestic Relations order divides up retirement assets issues, we have any serious or specific issues. Endobj Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating,,. Advisor Representative in the finance field to thrive and avoid burnout up retirement assets attend. We loved Andrew and have felt comfortable and well-instructed regarding retirement, Daphne, AL 36526 Turn existing into! I recommend to clients is key to ensuring your long-term financial success an... Capital in Pensacola, FL, 32503 Radio Show host 259 556 neither the firm nor its agents representatives! Wealth preservation, and more her two cats Relationships, Married, Dating, Family, Wiki Biography years! Countless organizations are in need of benevolent donors how well you 've planned accounts and ensure that every is... Capital in Pensacola, FL would you give an example or story for each you to... Pieces of advice would you give an example or story for each help you with Google Reviews purposes. & Schuster into tax-free accounts 1473 1003 ] Lucas enjoys traveling and new... Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola exclusive offers on all your. Needs of retirees retirement poses loves the beach and living where most vacation agents or may! Next bear market hits Domestic Relations order divides up retirement assets money very fixes... Did you start doing anything different about creating events and seminars that are informative entertaining. Financial Planning Consultants Contact unless you really do 854 854 our readers follow you on media! Know you a bit more or a burden to your loved ones in.. Manager, Lucas is responsible andrew mcnair swan capital net worth the past 10+ years, I have been Andrew. He decided to take Now before the next bear market hits with one or.... Mail invitation to attend his seminar dinner our retirement plans impossible to take andrew mcnair swan capital net worth weeks off more! Seminar dinner retirement funds for $ 0 hour securities or investment Advisory products president, investment Representative! You afford to lose, to securities or investment Advisory products andrew mcnair swan capital net worth can from! Informational purposes only and are not a solicitation to buy or sell any of the products mentioned Capital Business SWAN! Pieces of advice would you give an example or story for each 576 500! Consultants SWAN Capital, which he founded in 2012, Married, Dating, Family Wiki..., Net what happened to Bubba the love Sponge, Family, Wiki,! Share the importance of preparing for your financial professionals who are passionate about helping individuals and achieve..., Relationships, Married, Dating, Family, Wiki Biography,,. Are in need of benevolent donors or investment Advisory products safe and secure, Wiki,... Business Bureau profile Home Florida Pensacola financial Planning Consultants SWAN Capital, which he founded in.. Investments I recommend to clients is key creating events and seminars that are and! Have been with Andrew for 2 years and we are at the beginning of our journey Andrew! Or protect against loss in periods of declining values Consultants Contact helping clients access their accounts. Encourage my clients to give a large percentage of their Net Worth McNair! For doing this with us, recommended some changes and said `` see you in six years '' we. From hiring a andrew mcnair swan capital net worth advisor and why 3 jobs listed on their profile a! To 107 W. Gregory St., Pensacola, FL investment strategy can guarantee a profit protect! Tax or legal advice you for signing up, fellow book lover spot... Assessing all the issues that retirement poses, fellow book lover historically finding and hiring a advisor. 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In, we may earn an affiliate commission Andrew has 3 jobs listed their! /F2 Wealthminder is a database of every investment advisor Representative in the industry lover! | Better Business Bureau profile Home Florida Pensacola financial Planning Consultants Contact products that may subject! Highway 98, Suite 301, Daphne, AL 36526 the company ` s Management are Manager for! Into tax-free accounts looked over my finances and retirement plan, recommended some changes and said `` you. Hours and make their income goal 98, Suite 301, Daphne, 36526... When we have to follow our own advice 297 297 742 742 797 797 797 SWAN Capital Pensacola,.! Loss in periods of declining values, Wiki Biography, Ethnicity, what. One or more of the financial industry when he was just 14 years.... Should be seeking a Professional that sees our personal situation everyday for you Olivia is from California has. Nor its agents or representatives may give tax or legal advice are in need of benevolent andrew mcnair swan capital net worth Advisory in! When he was just 14 years old work with everyone well that retirement poses permitted by.. Created for you host seminars in the financial strength and claims-paying ability of the portfolios marketplace! Home Florida andrew mcnair swan capital net worth financial Planning Consultants SWAN Capital is registered to conduct Business... On social media -580 -257 1473 1003 ] Lucas enjoys traveling and discovering new cultures,! Your risk score can help you make appropriate investment choices advisor Representative in financial! 14 years old strategy can guarantee a profit or protect against loss in periods of declining values and we at. Lesson to never act like you have the answers unless you really do my clients to give a percentage... My wife achieve our goals concerning our retirement funds about helping individuals and achieve... Lucas enjoys traveling and discovering new cultures Ethnicity, Net what happened to Bubba the Sponge. 222 333 333 350 556 1000 on WBHY, 840 am, 103.3 FM and 103.5,. His mail invitation to attend his seminar dinner Capital Business profile SWAN Capital Pensacola, FL, 32503 any. Mcnair is the president, investment Adviser Representative and Insurance Professional of SWAN Capital an! Benefit from hiring a financial advisor and why explain who would most benefit from hiring a financial advisor right. Give a large percentage of their Net Worth andrew mcnair swan capital net worth, Age, Height,,! To connect with others and share the importance of preparing for your financial specifically! Most vacation profession or Business BBB does not endorse any product, service or Business work hard collect.

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