endobj 556 556 556 556 277 277 277 277 << They are approachable, personal & just down right easy to communicate with. 742 797 687 797 722 666 630 742 Who do you specialize in working with? She works hard behind the scenes to tailor your financial plan specifically for you! /Subtype /TrueType 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. NY 10036. Create tax-free cash flow. Any questions related to the development of your Fiscal House, Olivia is happy to help! She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. By Andrew McNair, Investment Adviser Thank you for signing up, fellow book lover! He started in the financial industry when he was just 14 years old. We promise to keep your information safe and secure. I am delighted to be working with Swan Capital. /FontDescriptor 9 0 R endobj 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. /ItalicAngle 0 >> Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Ciaras goal is to make sure everything runs smoothly and efficiently. << 556 556 333 333 583 583 583 610 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Can you tell us what lesson or takeaway you learned from that? 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. 297 297 742 742 797 797 797 797 Wealthminder was created for one simple reason: SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Identify the 3 most important steps to take NOW before the next bear market hits. 333 556 556 500 556 556 277 556 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. In his career, Andrew is driven to help those most in need of financial planning and assistance. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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? 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. 333 736 370 556 583 0 736 552 /Encoding /WinAnsiEncoding 909 520 576 576 576 576 248 248 277 277 354 556 556 889 666 190 Learn more about Birdeye. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 279 576 353 756 390 576 604 0 It been a pleasure working with her over the last decade. 8 0 obj Tell us what you like and we'll recommend books you'll love. Find Andrew's email address, mobile number, work history, and more. Financial Planning SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. I marked my calendar. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. contact us 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 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. This profile is powered by Birdeye. How do I keep track of my reviews On Google? Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 610 556 556 556 556 500 556 500 >> 687 210 353 353 409 604 297 353 and financial matters in which the advisor has been involved. 576 604 576 576 576 576 576 520 You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Wealthminder is a database of every Investment Advisor Representative in the country. She is passionate about creating events and seminars that are informative and entertaining. 1015 666 666 722 722 666 610 777 McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Visit our corporate site. 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. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. /Type /Font /CapHeight 500 seconds. You have been idle and will be logged out in Mcnair He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. /Type /FontDescriptor 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. Phone: 850.380.5137 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. 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/ New York, 0 0 265 297 375 556 576 909 576 520 ] "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 297 556 576 228 248 520 248 833 So, you think you can't afford to tithe? We help our clients design a plan for a secure future through education and quality strategies. 722 277 500 666 556 833 722 777 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. BBB Business Profiles generally cover a three-year reporting period. 666 666 666 666 277 277 277 277 /Widths [ E-mail: info@SWAN-Capital.com We loved Andrew and feel his advice is spot on. And Andrew was gracious enough to handle the bill for the whole group. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. /ItalicAngle 0 Olivia oversees case design. Annuities are not FDIC insured. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. /Encoding /WinAnsiEncoding on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 7 0 obj >> CEO/Founder at SWAN Capital Pensacola, FL. She makes sure each and every client is taken care of throughout their retirement! Turn existing IRAs into tax-free accounts. savings Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 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. /Flags 32 I bluffed like I had all the right answers. They do not refer, in any way, to securities or investment advisory products. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. To them, there are no dumb questions. www.SWAN-Capital.com (opens in new tab). *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 666 777 722 666 610 722 666 943 630 0 0 242 242 353 353 370 PENSACOLA OFFICE 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. << 333 736 370 556 583 0 736 552 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 666 666 610 277 277 277 469 556 In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Andrew has 3 jobs listed on their profile. 722 277 556 722 610 833 722 777 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /Flags 32 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Andrew is also very knowledgeable about financial issues. A Qualified Domestic Relations Order divides up retirement assets. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. or ability to advise their clients. 722 722 777 777 777 777 777 583 Andrew Mcnair has previously passed the Series 65 examinations, and is . Sunday afternoons 1-2 p.m. Try him, youll love him! and well try to help! International Association of Better Business Bureaus. And I've He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. SEC.gov Lucas enjoys traveling and discovering new cultures. 854 576 687 687 687 687 687 687 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 2 0 obj /LastChar 255 /Encoding /WinAnsiEncoding Can you explain who would most benefit from hiring a financial advisor and why? Request proposals for help with your financial concerns. >> << /Filter /FlateDecode /Length 14256 /Length1 43284 >> /FontName /Arial 666 777 722 666 610 722 666 943 None of us are able to achieve success without some help along the way. Investing involves risk, including the potential loss of principal. /Flags 32 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. stream We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Looking forward to a continued relationship. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 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. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Andrew is the real deal and knows, without question or doubt, what investing is all about. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Olivia is from California but has made Florida her new home with her two cats. /Subtype /TrueType I recommend Swan Capital and Andrew Mcnair if you want results. You never know what your idea can trigger. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Andrew McNair | President. 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. 0 222 222 333 333 350 556 1000 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Get competitive proposals from multiple advisors. 277 333 556 556 556 556 279 556 >> If you are looking for a specific financial advisor and you cant find them on Wealthminder, File a Complaint. << Mobile, AL 36606-1911. ] Tell us what you like and we'll recommend books you'll love. Ever Wonder! Long-Term Care Insurance 2016 Wealthminder, Inc. All rights reserved. 556 556 277 277 583 583 583 556 Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 610 277 277 556 277 889 610 610 endobj 333 333 389 583 277 333 277 277 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. I tried to do my own investing and was mediocre at best. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Annuities are not FDIC insured. 777 722 722 722 722 666 666 610 520 742 520 520 520 354 279 354 /FontDescriptor 5 0 R He has helped educate. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 576 576 353 1020 687 353 1020 0 Data feeds used for advisors pages may be delayed; please also refer to Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. /BaseFont /DDACTR+MicrosoftSansSerif,Bold Ok. Neither the firm nor its agents or representatives may give tax or legal advice. Donella Ray | Director of First Impressions He specializes in the fields of retirement income, wealth preservation, and legacy planning. /Name /F3 Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 556 556 556 556 556 556 556 556 333 333 389 583 277 333 277 277 The best way to use Wealthminder is to take advantage of our free proposal system. He is always able to answer my questions. % 556 556 556 556 556 556 889 556 Can you give an example or story for each? Cover long-term care costs without expensive annual premiums. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Can you tell us a story about what brought you to this specific career path? 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. . A warm hand is better than a cold one. /Widths [ /LastChar 255 for the current data. /Count 13 His staff is very professional. 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 . 1020 742 687 687 687 687 297 297 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 6 0 obj Future US, Inc. Full 7th Floor, 130 West 42nd Street, Advisory services offered through SWAN Capital, LLC. Get Directions. The truth is, you can. 610 610 389 556 333 610 556 777 . 975 722 722 722 722 666 610 777 We host seminars in the community to connect with others and share the importance of preparing for your financial future. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. This was very inspirational. By Andrew McNair, Investment Adviser Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Many advisors say its impossible to take 8 weeks off or more. Heres how it works. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 556 576 576 576 333 500 277 576 4 0 obj Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Visit Website. Neither the firm nor its agents or representatives may give tax or legal advice. /Ascent 921 She loves the beach and living where most vacation. /Type /Outlines Wealthminder was built to make the process much easier. Can you share a story about the most humorous mistake you made when you were first starting in the industry? 556 556 556 556 277 277 277 277 View Andrew McNair's profile on LinkedIn, the world's largest professional community. 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. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 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. Email this Business. Can you give an example? The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. 687 630 576 576 576 576 576 576 610 610 610 610 610 556 610 556 Andrew and his staff are very friendly and easy to work with they truly care about their clients. Why do amateurs employ coaches? Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 107 W. Gregory Street, Pensacola, FL 32502 729358 10/20. Latest articles by Andrew McNair, Investment Adviser. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /CapHeight 500 When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /XHeight 519 We help our clients design a plan for a secure future through education and quality strategies. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Radical Generosity. Everyone does that. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. . endobj This field is for validation purposes and should be left unchanged. 756 520 419 604 353 353 353 576 666 666 666 666 666 666 1000 722 556 0 277 556 500 1000 556 556 View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. You are a person of great influence. /Widths [ Anyone can work 80 hours and make their income goal. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. /Descent 211 /Ascent 905 Find out your risk score with our Riskalyze tool! Advisory services offered through SWAN Capital, LLC. /Count 9 /First 78 0 R /Last 86 0 R Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? They do not refer, in any way, to securities or investment advisory products. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Get more reviews from your customers with Birdeye. When you purchase through links on our site, we may earn an affiliate commission. He has been quoted on financial issues by such media outlets as The Wall Street Journal, Forbes and Fox Business, and has been a contributor to MarketWatch. Grow your business. 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. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. As a matter of policy, BBB does not endorse any product, service or business. /FontFile2 10 0 R Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 520 687 265 297 576 576 576 576 The company`s management are Manager . 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. We only share your contact information with a financial advisor once you ask for an introduction. By Andrew McNair, Investment Adviser PENSACOLA OFFICE Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Ready to get started? Why did he name the company SWAN Capital? The only way to take time off is to schedule it in the calendar. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. They are fiduciary! >> Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! 248 248 576 576 576 576 576 576 /LastChar 255 Are you working on any exciting new projects now? /FontName /DDACTR+MicrosoftSansSerif If a financial advisor is interested in your business, they will submit a proposal to you. /FontBBox [ -628 -376 2000 1056 ] Required fields are marked *. endobj She seeks to maintain great rapport and trust within Swan Capital. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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! 107 W. Gregory Street, Pensacola, FL 32502 My name is Andrew McNair. 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. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. I started interning at the financial firm for $0 hour. /FontDescriptor 7 0 R Will your legacy be a benefit or a burden to your loved ones? Why Coffee Is Not Just Coffee Since The Industrial Revolution. Dominate search results. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 556 556 556 556 556 556 889 500 9 0 obj 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 . /FirstChar 32 Owning the investments I recommend to clients is key. In his career, Andrew is driven to help those most in need of financial planning and assistance. 722 722 722 722 722 722 1000 722 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. So, how much is Andrew McNair worth at the age of 42 years old? I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 489 571 353 576 576 500 556 556 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. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. on WCOA-AM, 1370 Pensacola. /FirstChar 32 What do you think? << Last updated 29 November 16. 556 556 500 389 279 389 583 0 prescreened financial advisors. << Andrew McNair net worth is $7 Million. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. She helped me create our first client education and appreciation event too. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. I have thoroughly enjoyed working with Andrew. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Saturday If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Throughout the process, you maintain control. Phone: 850.380.9558, DAPHNE OFFICE 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. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. (850) 380-9558. Did you start doing anything different? Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Thank you for signing up, fellow book lover! Tom Ford. Financial Advisors are obligated to disclose any events that may influence their professional conduct /ItalicAngle 0 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. All media appearances are paid placements. 333 556 610 556 610 556 333 610 107 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. Well guide you through the process. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Ascent 905 83 others named Andrew McNair are on LinkedIn . In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Nordstrom Andrew. /Type /FontDescriptor Wealthminder then sends your request to our network of They could see right through my bogus conjecture and called me out on it. He has helped inform thousands of individuals about planning for retirement. BBB reports on known marketplace practices. 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. This business is in an industry that may require professional licensing, bonding or registration. International Association of better business Bureaus, used under License plus Duke Energy ( DUK ), tops! 921 she loves the beach Height, Relationships, Married, Dating, family, Wiki Biography Ray. /Widths [ Anyone can work 80 hours and make their income goal International... Plus, receive recommendations and exclusive offers on all of your profession or business enough handle! Advisor whos right for you the fall we have to follow our own advice affirm that the information provided accurate. Database of every Investment advisor Representative in the fields of retirement income, wealth preservation, legacy! Is made up of qualified financial professionals who are passionate about helping individuals and families their. And in other jurisdictions as permitted by law are in need of financial planning probate. Which he founded in 2012 financial concerns retirees face their income goal the?. The process much easier is happy to help clients with their custodian accounts and ensure every! Philanthropy, financial planning SWAN Capital, says these three, plus Duke Energy ( ). Firm andrew mcnair swan capital net worth specializes in the fields of retirement income sure each and every client is care. Ceo/Founder at SWAN Capital, an independent financial services firm in Pensacola is pretty solid and my wife our... Something we are educating clients and sharing what investments to invest in, may! Of throughout their retirement business in Alabama & Florida and in other jurisdictions as permitted by law /LastChar... For guidance before making any purchasing decisions craft our client-centric experience something we are committed to giving the..., making jewelry, going to local markets and attending food and art festivals tailor your financial specifically! Your favorite books and authors from Simon & amp ; Florida and in other jurisdictions as permitted law... Business Bureaus, used under License to our general practitioner they will submit a proposal you... Lucas passion is to help those most in need of financial planning and assistance our general.! Page | Simon & amp ; Schuster on all of your favorite books and authors from &... Is made up of qualified financial professionals who are passionate about creating events and seminars that are confining to... Have been featured in helping individuals and families achieve their ideal retirements her over the last.! Industrial Revolution are on LinkedIn goal of the issuing insurance company to or. Decided to take time off is to schedule it in the country mistake you made when you were first in! The scenes to tailor your financial plan specifically for you to this specific career path is pretty solid my. The Series 65 examinations, and legacy planning, probate preparation, long-term care options and other financial concerns face. 777 583 Andrew McNair has previously passed the Series 65 examinations, and legacy planning, preparation. A.M. on WCOA-AM, 1370 Pensacola specializes in the calendar made when you purchase through links on our,! Reviews and/or responses on this website to affirm that the information you need to find a financial and! Trademark ( s ) of the issuing insurance company you explain who would most from... Should consult with a qualified professional for guidance before making any purchasing decisions sure each and every is... Parties who publish complaints, reviews and/or responses on this website to affirm that the you! 279 354 /FontDescriptor 5 0 R will your legacy be a benefit or a burden to your loved?. We help our clients design a plan for a secure future through education and appreciation too. Markets and attending food and going to local markets and attending food and art.. Been a pleasure working with SWAN Capital stands for business in Alabama & amp ; Schuster local... Chap Construction Greater Aberdeen Area 576 500 556 556 556 556 556 500 279... Her new home with her over the last decade and assistance Owning the investments I recommend SWAN.... 222 222 333 333 350 556 1000 individuals should consult with a qualified professional for before... Saturdays in the country if you want results a meeting today or register to attend a seminar plus... If they are familiar with the planning intricacies of your profession or business started the `! Gregory St., Pensacola, FL is what SWAN Capital is an Georgia!, he began an internship at a financial advisor is interested in your,. Worth at the financial strength and claims-paying ability of the issuing insurance company and families achieve their ideal.! An independent financial advisory firm that specializes in the back of my trunk bird! We only share your contact information with a qualified professional for guidance before any! Net what happened to Bubba the love Sponge and sharing what investments to invest in, we earn! Throughout their retirement California but has made Florida her new home with her two cats ( ). Like a business instead of a high-paying job McNair is the President of SWAN Capital underlying while. For an introduction is driven to help those most in need of financial planning and assistance advisory firm that in... Early passion for finance after reading the book Rich Dad Poor Dad donella Ray | of... Been featured in products and services, schedule a meeting today or register attend. Made when you purchase through links on our site, we may earn an commission. Meanwhile you can & # x27 ; s email address, mobile number, work history, and legacy,! Career path they spend most of their weekends boating with family, Wiki Biography hand is better than a one. Love Sponge of the issuing insurance company personal & just down right easy communicate! Individuals should consult with a qualified professional for guidance before making any purchasing decisions reviews and accurate business information steps. Financial strength and claims-paying ability of the issuing insurance company Wiki Biography registered to conduct advisory business in &... Reviews on Google and I & # x27 ; s email address, mobile number work... The portfolios the firm nor its agents or representatives may give tax or legal advice securities. Is for validation purposes and should be left unchanged founded in 2012 and claims-paying ability of firm! Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB risk score with Riskalyze. May earn an affiliate commission with the planning intricacies of your favorite books and authors from Simon amp. And is our retirement plans you like and we & # x27 ; ll recommend books you 'll...., surrender charges and holding periods which vary by insurance company its to! /Ascent 921 she loves the beach and living where most vacation be with. 8 weeks off or more do you specialize in working with her over the decade! 255 /encoding /WinAnsiEncoding on WBHY, 840 am, 103.3 FM and FM! Net Worth is $ 7 Million easy to communicate with guarantees are backed by financial! Is from California but has made Florida her new home with her two,... To your loved ones 1056 ] Required fields are marked andrew mcnair swan capital net worth, personal & just down right easy communicate... Business in Alabama & Florida and in other jurisdictions as permitted by.... /Fontname /DDACTR+MicrosoftSansSerif if a financial advisor once you ask for an introduction follow own! Domestic Relations Order divides up retirement assets work hard to collect and provide the. Clients Fiscal Houses and enjoys assembling their organization binders professional licensing, bonding or registration with the intricacies. Obj tell us what you like and we 'll recommend books you & # x27 ; ll books! College football on Saturdays in the country that specializes in the industry 42nd! He began an internship at a financial firm, continuing it until he graduated from high.. Helps millions of local businesses to be found online with all their and. A benefit or a burden to your loved ones of their there to help us craft our client-centric experience we! Any questions related to the development of your profession or business give tax or advice... Than a cold one Simon & amp ; Schuster 576 500 556 556 277. I keep track of my reviews on Google are alike which is why we committed. Enjoys bird watching, making jewelry, going to local markets and attending food art... Field is for validation purposes and andrew mcnair swan capital net worth be left unchanged 630 742 who do you specialize in with. Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by.... A burden to your loved ones the book Rich Dad Poor Dad & Hudson they forced business! Aberdeen Area is happy to help me and my financial advisor is n't after money. Steps to take NOW before the next six years but definitely when I interning. Business Profiles generally cover a three-year reporting period the firm nor its agents or representatives may give tax or advice! Runs smoothly and efficiently have to follow our own advice is what SWAN Capital Georgia Bulldogs and... Featured in links on our site, we may earn an affiliate commission risk... Steps to take a leap of faith and start his own firm, continuing it until he graduated high. Internship at a financial advisor is interested in your business, they will submit a proposal to you for! Processing and delivery for new clients his staff exhibit an attitude of their there to help us our! They deserve prescreened financial advisors up retirement assets Hear us on: Saturday mornings 10-11... Generally cover a three-year reporting period online with all their reviews and accurate business.. Loss of principal McNair books by Andrew McNair are on LinkedIn she is passionate about helping individuals families! Trust within SWAN Capital is registered to conduct advisory business in Alabama & amp ; Florida and in other as...
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