I believe philanthropy is essential to a life of fulfillment and purpose. Andrew McNair Net Worth. /Type /Pages For more information about any of our products and services, schedule a meeting today or register to attend a seminar. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 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. He has helped educate. 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. Dont overwork yourself. Long-Term Care Insurance Been with Andrew for just less then a year. 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 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. SWAN Capital, +2 more Andrew McNair . . Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /FontBBox [ -665 -325 2000 1040 ] BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 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. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. /XHeight 519 Anyone can work 80 hours and make their income goal. Financial Advisors are obligated to disclose any events that may influence their professional conduct Thank you so much for doing this with us! *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 248 248 576 576 576 576 576 576 Can you tell us a story about what brought you to this specific career path? 576 576 353 1020 687 353 1020 0 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 297 556 576 228 248 520 248 833 << African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 107 W. Gregory Street, Pensacola, FL 32502 No investment strategy can guarantee a profit or protect against loss in periods of declining values. Many advisors say its impossible to take 8 weeks off or more. And I've /BaseFont /Arial SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. endobj 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! Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew has 3 jobs listed on their profile. /FontFile2 10 0 R No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. I recommend Swan Capital and Andrew Mcnair if you want results. << Mcnair They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 729358 10/20. 333 1000 556 333 943 0 500 666 Any questions related to the development of your Fiscal House, Olivia is happy to help! /StemV 0 Olivia is from California but has made Florida her new home with her two cats. She is passionate about creating events and seminars that are informative and entertaining. /Subtype /TrueType 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. 909 520 576 576 576 576 248 248 I took out the trash, did data entry, and attempted to build their financial strategies too. I bluffed like I had all the right answers. /FontBBox [ -580 -257 1473 1003 ] When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Last updated 29 November 16. /CapHeight 500 Saturday We only share your contact information with a financial advisor once you ask for an introduction. Phone: 850.380.9558, DAPHNE OFFICE McNair graduated from the University of West Florida with a degree in finance. Can you explain who would most benefit from hiring a financial advisor and why? 722 722 777 777 777 777 777 583 In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 722 277 556 722 610 833 722 777 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 777 722 722 722 722 666 666 610 They are approachable, personal & just down right easy to communicate with. He is from United Kingdom. He started in the financial industry when he was just 14 years old. 9 0 obj Contact Information. Learn more about Birdeye. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. 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. 604 576 1035 687 687 722 722 687 Heres how it works. 576 604 576 576 576 576 576 520 BBB Business Profiles are subject to change at any time. Discover how we help individuals and families achieve their ideal retirements. /Widths [ 556 556 333 333 583 583 583 610 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. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Can you share a story about the most humorous mistake you made when you were first starting in the industry? /Widths [ Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. As an finance insider, you know much more about the finance industry than most consumers. Thank you for signing up, fellow book lover! Andrew Mcnair has been working for 10 years. /BaseFont /DDACTR+MicrosoftSansSerif,Bold Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /LastChar 255 She loves the beach and living where most vacation. << 556 556 556 556 277 277 277 277 In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Advisory services offered through SWAN Capital, LLC. Andrew a has a ton of positive energy! /FontName /DDACTR+MicrosoftSansSerif What do you think? Turn existing IRAs into tax-free accounts. /Flags 32 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our readers would love to get to know you a bit more. If you are looking for a specific financial advisor and you cant find them on Wealthminder, NY 10036. 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. Easy, done. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. By Andrew McNair, Investment Adviser I have been investing for over 35 years. Lucas enjoys traveling and discovering new cultures. 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. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 277 333 556 556 556 556 279 556 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. Lucas Juery | Portfolio Manager Staff is kind and attentive. Be the first to review! 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. We help our clients design a plan for a secure future through education and quality strategies. SEC.gov 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). Read our Safety & Security Promise. 399 548 333 333 333 576 556 333 /LastChar 255 /Subtype /TrueType and well try to help! Last updated 23 January 17. 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. 520 742 520 520 520 354 279 354 (850) 380-9558. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". . << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Wealthminder is a database of every Investment Advisor Representative in the country. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Wealthminder was created for one simple reason: Andrew Mcnair has previously passed the Series 65 examinations, and is . /FontBBox [ -628 -376 2000 1056 ] Investing involves risk, including the potential loss of principal. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Similar Advisors File a Complaint. 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? %PDF-1.3 Neither the firm nor its agents or representatives may give tax or legal advice. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. All media appearances are paid placements. Data feeds used for advisors pages may be delayed; please also refer to Beat local competitors. Is there a particular person who you are grateful towards who helped get you to where you are? The Importance of Estate Planning, Including Will and Living Trusts. Sunday afternoons from 1-2 p.m. 687 963 687 687 630 297 297 297 Is there a takeaway or lesson that others can learn from that? Are you able to identify a point in your career when you started to see success? 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. /Descent -209 In his career, Andrew is driven to help those most in need of financial planning and assistance. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Bob McNair initially built a. So, how much is Andrew McNair worth at the age of 42 years old? 722 277 500 666 556 833 722 777 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. . 107 W. Gregory Street, Pensacola, FL 32502 Ciaras goal is to make sure everything runs smoothly and efficiently. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". /Name /F1 Who do you specialize in working with? Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 556 0 222 556 333 1000 556 556 BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. /Descent 211 CEO/Founder at SWAN Capital Pensacola, FL. Phone: 850.380.9558, DAPHNE OFFICE 277 333 556 556 556 556 259 556 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Mobile, AL 36606-1911. Dominate search results. 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. Find Andrew's email address, mobile number, work history, and more. Thank you for signing up, fellow book lover! 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