722 277 556 722 610 833 722 777 PENSACOLA OFFICE They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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. A people person, Vicki enjoys helping clients access their new accounts. 777 722 722 722 722 666 666 610 333 556 556 500 556 556 277 556 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Neither the firm nor its agents may give tax advice. A warm hand is better than a cold one. /BaseFont /Arial,Bold If you have any questions, she will work with you to find the answers! Can you explain who would most benefit from hiring a financial advisor and why? 8 0 obj 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. >> /FontDescriptor 9 0 R Historically finding and hiring a financial advisor was hard. 756 520 419 604 353 353 353 576 As a matter of policy, BBB does not endorse any product, service or business. Ever Wonder! Phone: 850.380.9558, DAPHNE OFFICE A Qualified Domestic Relations Order divides up retirement assets. 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. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /FirstChar 32 I started interning at the financial firm for $0 hour. A member of the Masonic . 556 556 556 556 277 277 277 277 savings 556 556 556 556 556 556 556 556 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. << I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. prescreened financial advisors. . << 556 0 222 556 333 1000 556 556 /XHeight 519 333 333 365 556 833 833 833 610 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 333 1000 500 333 943 0 500 666 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Annuities are not FDIC insured. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 909 520 576 576 576 576 248 248 By Andrew McNair, Investment Adviser The company`s management are Manager . /Kids [29 0 R 34 0 R 37 0 R 44 0 R 47 0 R 52 0 R 57 0 R 60 0 R 63 0 R 66 0 R 69 0 R 72 0 R 75 0 R ] No investment strategy can guarantee a profit or protect against loss in periods of declining values. I am incredibly grateful for my mother. /FontName /Arial Can you share a story about the most humorous mistake you made when you were first starting in the industry? Andrew and his staff are very friendly and easy to work with they truly care about their clients. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Andrew McNair | President. 722 722 777 777 777 777 777 583 2 0 obj You are a person of great influence. 576 604 576 576 576 576 576 520 6 0 obj We use interviews to draw out stories that are both empowering and actionable. Wealthminder was built to make the process much easier. /Name /F2 Discover how we help individuals and families achieve their ideal retirements. BBB is here to help. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 729358 10/20. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Mcnair Mobile, AL 36606-1911. 0 0 265 297 375 556 576 909 604 0 576 0 297 576 411 585 No investment strategy can guarantee a profit or protect against loss in periods of declining values. endobj 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. ] 722 277 500 666 556 833 722 777 Its the same idea when hiring an advisor. His net worth has been growing significantly in 2020-2021. Get competitive proposals from multiple advisors. 666 666 610 333 277 333 583 556 687 630 576 576 576 576 576 576 333 333 389 583 277 333 277 277 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Visit Website. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Andrew a has a ton of positive energy! /StemV 0 << civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 2023 Simon & Schuster, Inc. All rights reserved. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Data feeds used for advisors pages may be delayed; please also refer to Advisory services offered through SWAN Capital, LLC. endobj Get updates about Andrew McNair and recommended reads from Simon & Schuster. /Widths [ Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. And I've << For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 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. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 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. Lucas Juery | Portfolio Manager He is always able to answer my questions. 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. Sunday afternoons 1-2 p.m. Neither the firm nor its agents or representatives may give tax or legal advice. 0 222 222 333 333 350 556 1000 Create tax-free cash flow. 556 556 333 333 583 583 583 610 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. 0 277 277 500 500 350 556 1000 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Swan Capital in Pensacola, FL and has << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Try him, youll love him! Wealthminder was created for one simple reason: Tell us what you like and we'll recommend books you'll love. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Looking forward to a continued relationship. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /StemV 0 How do I keep track of my reviews On Google? Bob McNair initially built a. I took out the trash, did data entry, and attempted to build their financial strategies too. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. retirement 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. Will your legacy be a benefit or a burden to your loved ones? PENSACOLA OFFICE Turn existing IRAs into tax-free accounts. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 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. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Long-Term Care Insurance Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Olivia is from California but has made Florida her new home with her two cats. Plus, get a FREE ebook when you sign up! Andrew has 3 jobs listed on their profile. So, how much is Andrew McNair worth at the age of 42 years old? Many advisors do and its because they forced their business to run like a business instead of a high-paying job. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. endobj Financial Advisors are obligated to disclose any events that may influence their professional conduct 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. 4 0 obj By Andrew McNair, Investment Adviser /ItalicAngle 0 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 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. Identify the 3 most important steps to take NOW before the next bear market hits. on WAVH-FM, FM Talk 1065 Mobile. 722 722 722 722 722 722 1000 722 297 297 742 742 797 797 797 797 >> Create tax-free cash flow. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This was very inspirational. They do not refer, in any way, to securities or investment advisory products. Dont overwork yourself. The current status of the business is Active. 399 548 333 333 333 576 556 333 I tried to do my own investing and was mediocre at best. Latest articles by Andrew McNair, Investment Adviser. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. 277 333 474 556 556 889 722 237 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at When you purchase through links on our site, we may earn an affiliate commission. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Andrew is also very knowledgeable about financial issues. /Subtype /TrueType 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. He has helped educate. Neither the firm nor its agents or representatives may give tax or legal advice. 666 666 610 277 277 277 469 556 BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Visit our corporate site. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". How much of your retirement savings can you afford to lose? This profile is powered by Birdeye. All media appearances are paid placements. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 248 248 576 576 576 576 576 576 its likely that they are either exclusively a broker or are unlicensed - please << Saturday As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Annuities are not FDIC insured. 610 277 277 556 277 889 610 610 Andrew Mcnair has been working for 10 years. Andrew Mcnair has previously passed the Series 65 examinations, and is . 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. They could see right through my bogus conjecture and called me out on it. International Association of Better Business Bureaus. 107 W. Gregory Street, Pensacola, FL 32502 contact us Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. He started in the financial industry when he was just 14 years old. . Request proposals for help with your financial concerns. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Thats where you burnout. I recommend Swan Capital and Andrew Mcnair if you want results. 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. BBB Business Profiles generally cover a three-year reporting period. Andrew is the real deal and knows, without question or doubt, what investing is all about. 576 576 353 1020 687 353 1020 0 stream Why did he name the company SWAN Capital? Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. His staff is very professional. Learn more about Birdeye. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Can you give an example or story for each? document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 333 736 370 556 583 0 736 552 Advisory services offered through SWAN Capital, LLC. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Get Directions. 1015 666 666 722 722 666 610 777 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. It takes no faith to leave your money behind when you are gone. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. /Widths [ 556 556 556 556 556 556 889 556 /ItalicAngle 0 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Ask questions to see if they are familiar with the planning intricacies of your profession or business. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Required fields are marked *. and financial matters in which the advisor has been involved. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 630 0 0 242 242 353 353 370 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. 7 0 obj 557 297 353 353 385 576 854 854 83 others named Andrew McNair are on LinkedIn . Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 610 610 389 556 333 610 556 777 Olivia oversees case design. 576 576 576 576 297 297 604 604 333 1000 556 333 943 0 500 666 520 742 520 520 520 354 279 354 endobj Not only was his speak on what he does for people very well articulated the food was awesome too! I have thoroughly enjoyed working with Andrew. /FontDescriptor 5 0 R 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Tell us what you like and we'll recommend books you'll love. She loves the beach and living where most vacation. seconds. Beat local competitors. They do not refer, in any way, to securities or investment advisory products. Similar Advisors If a financial advisor is interested in your business, they will submit a proposal to you. Dallas-Fort Worth Metroplex. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Schedule your vacations. Last updated 24 March 17. This business is in an industry that may require professional licensing, bonding or registration. 854 576 687 687 687 687 687 687 Turn existing IRAs into tax-free accounts. >> << Other versions of this page are available with specific content for the following regions: Kiplinger is part of Future plc, an international media group and leading digital publisher. It depends on how well you've planned. 2053 Dauphin St. /Encoding /WinAnsiEncoding on WCOA-AM, 1370 Pensacola. 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. You have been idle and will be logged out in The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 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). Contact Information. 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