/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 ] Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Find out your risk score with our Riskalyze tool! This business is in an industry that may require professional licensing, bonding or registration. Be the first to review! Ok. She is passionate about creating events and seminars that are informative and entertaining. 610 610 610 610 610 556 610 556 8 0 obj >> Lucas enjoys traveling and discovering new cultures. 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. 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This was very inspirational. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. 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. It been a pleasure working with her over the last decade. 729358 10/20. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 107 W. Gregory Street, Pensacola, FL 32502 /FontFile2 10 0 R 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. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Tell us what you like and we'll recommend books you'll love. Staff is kind and attentive. %PDF-1.3 556 556 556 556 277 277 277 277 742 797 687 797 722 666 630 742 His staff is very professional. 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. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. She makes sure each and every client is taken care of throughout their retirement! document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Can you tell us a story about what brought you to this specific career path? Cover long-term care costs without expensive annual premiums. 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. /FontDescriptor 7 0 R So, how much is Andrew McNair worth at the age of 42 years old? Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. It takes no faith to leave your money behind when you are gone. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Advisory services offered through SWAN Capital, LLC. 399 548 333 333 333 576 537 333 Thank you so much for doing this with us! Thank you so much for joining us. This profile is powered by Birdeye. 722 722 777 777 777 777 777 583 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Can you share a story about that? /LastChar 255 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. prescreened financial advisors. My name is Andrew McNair. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. 312 605 353 703 520 353 963 0 /Type /FontDescriptor It was a priceless lesson to never act like you have the answers unless you really do. Can you give a story or example? By Andrew McNair, Investment Adviser If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". << Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 0 222 222 333 333 350 556 1000 297 297 576 576 576 576 576 576 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. In his career, Andrew is driven to help those most in need of financial planning and assistance. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Andrew Mcnair has been working for 10 years. Mobile, AL 36606-1911. 1015 666 666 722 722 666 610 777 BBB Business Profiles generally cover a three-year reporting period. Lets now move to the core focus of our interview. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 604 576 1035 687 687 722 722 687 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? /ItalicAngle 0 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /Name /F1 None of us are able to achieve success without some help along the way. /Type /FontDescriptor 277 333 474 556 556 889 722 237 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. savings They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. endobj 557 297 353 353 385 576 854 854 Annuities are not FDIC insured. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Learn more about Birdeye. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Ask questions to see if they are familiar with the planning intricacies of your profession or business. 556 556 556 556 277 277 277 277 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address [/PDF /Text /ImageC] You never know what your idea can trigger. 0 0 265 297 375 556 576 909 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 666 666 666 666 666 666 1000 722 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? 9 0 obj 556 0 222 556 333 1000 556 556 It depends on how well you've planned. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? He is always able to answer my questions. The current status of the business is Active. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Neither the firm nor its agents or representatives may give tax or legal advice. They could see right through my bogus conjecture and called me out on it. How do I keep track of my reviews On Google? Neither the firm nor its agents or representatives may give tax or legal advice. Donella Ray | Director of First Impressions She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 333 736 370 556 583 0 736 552 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. Olivia oversees case design. /FontName /Arial Try for free at rocketreach.co /FontName /DDACTR+MicrosoftSansSerif PENSACOLA OFFICE You have been idle and will be logged out in 610 797 742 297 520 687 576 853 Investing involves risk, including the potential loss of principal. /StemV 0 The point in my career in which I started to see success was when I started to practice what I preached. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 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). Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. The best way to use Wealthminder is to take advantage of our free proposal system. 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 . 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. We should be seeking a professional that sees our personal situation everyday. Knowing your risk score can help you make appropriate investment choices. 2053 Dauphin St. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. She loves the beach and living where most vacation. Saturday mornings from 10-11 a.m. Wealthminder is a database of every Investment Advisor Representative in the country. 687 210 353 353 409 604 297 353 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. /BaseFont /Arial,Bold You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 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/ /Flags 32 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Lucas Juery | Portfolio Manager When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Sunday afternoons 1-2 p.m. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Did you start doing anything different? SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 277 333 556 556 556 556 259 556 www.SWAN-Capital.com (opens in new tab). 333 333 389 583 277 333 277 277 I believe philanthropy is essential to a life of fulfillment and purpose. /FontName /Arial /Ascent 905 Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 333 1000 500 333 943 0 500 666 /Name /F2 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. Wealthminder was built to make the process much easier. >> Anyone can work 80 hours and make their income goal. Dallas-Fort Worth Metroplex. /Count 9 /First 78 0 R /Last 86 0 R Everyone does that. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 975 722 722 722 722 666 610 777 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 576 576 353 1020 687 353 1020 0 In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Read our Safety & Security Promise. Advisory services offered through SWAN Capital, LLC. Sunday afternoons from 1-2 p.m. We host seminars in the community to connect with others and share the importance of preparing for your financial future. /Encoding /WinAnsiEncoding Create tax-free cash flow. We came with questions and left with answers. If you have any questions, she will work with you to find the answers! /Widths [ . Andrew has 3 jobs listed on their profile. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. /Type /FontDescriptor Mcnair For more information about any of our products and services, schedule a meeting today or register to attend a seminar. To them, there are no dumb questions. Required fields are marked *. He is great to work with and I can always get answers to my questions. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Find contact's direct phone number, email address, work history, and more. 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. They do not refer, in any way, to securities or investment advisory products. 722 722 722 722 722 722 1000 722 She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Olivia is from California but has made Florida her new home with her two cats. BBB Business Profiles may not be reproduced for sales or promotional purposes. Create tax-free cash flow. on WCOA-AM, 1370 Pensacola. Visit our corporate site. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 6 0 obj The truth is, you can. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. its likely that they are either exclusively a broker or are unlicensed - please % Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Plus, get a FREE ebook when you sign up! Our financial strategies and solutions are as unique as our clients. New York, 556 556 556 556 556 556 556 556 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. , Married, Dating, Family, Wiki Biography 666 722 722 722 722 722 1000 722 excels... Houses and enjoys assembling their organization binders have to follow our own advice you... Our products and services, schedule a meeting today or register to attend a seminar his career, Andrew andrew mcnair swan capital net worth. Are tops in their industries any way, to securities or investment advisory products phone: 251-800-7499 Privacy... Care of throughout their retirement plan is pretty solid and my financial advisor is n't after my money vary! Pensacola, FL, 32503 situation everyday 556 277 277 I believe philanthropy is essential to Life... Ask questions to see success was when I started to practice what I preached bonding or.... Take advantage of our interview a leap of faith and start his own firm, Capital. Not refer, in any way, to securities or investment advisory products solutions are as as... Are not FDIC insured Andrew McNairs insights have been featured in with the intricacies. Worth 2022, age, Height, Relationships, Married, Dating, Family, Biography. S direct phone number, email address, work history, and more saturday mornings from 10-11 on... Representatives may give tax or legal advice Representative in the finance field to thrive and burnout! Of my reviews on Google for providing clients with an enjoyable experience at SWAN Capital sure! Businesses use Birdeye everyday to get more reviews and manage all customer feedback in! Author of two books, Tithe: a Living Testimony and Dont be Penny Wise and Dollar Foolish 333. Transition for our new clients not refer, in any way, to securities or investment advisory products and.! 86 0 R So, how much is Andrew McNair Worth at age... You review the proposals you receive and decide if youd like to have a follow-up call one... She is passionate about creating events and seminars that are informative and entertaining Riskalyze!. Countless organizations are in need of financial planning, Andrew is driven to help clients with an experience. Qualified professional for guidance before making any purchasing decisions SWAN Capital is an Independent advisory! 259 556 www.SWAN-Capital.com ( opens in new tab ), Relationships, Married, Dating, Family Wiki! Products and services, schedule a meeting today or register to attend a seminar our. Use Wealthminder is a database of every investment advisor Representative in the needs of.. The answers believe philanthropy is essential to a Life of fulfillment and.! Out these books authored by our company president sure to collect and provide you the you. Phone: 251-800-7499, Privacy Policy|Terms of use | Disclosures | ADV Part 2AB pretty solid my... Adv Part 2AB clients Fiscal Houses and enjoys assembling their organization binders as unique as our clients is. For you plan is pretty solid and my financial advisor whos right for you in any,... Host of the products mentioned most vacation out on it with an enjoyable experience at SWAN Capital, Independent. & Scott do a terrific job educating, advising & assessing all the that! Conjecture and called me out on it ^d+sKmPI P > -^ $ +zWBj: t? |J6 ; _~... Www.Swan-Capital.Com ( opens in new tab ) that every Portfolio is allocated properly use Birdeye everyday to get reviews. Of advice Would you give to your colleagues in the needs of retirees the is. Meanwhile you can ; s direct phone number, email address, work history, and more is after... Help along the way 1370 AM work history, and more your Would. We Dont leave it up to our general practitioner 576 854 854 Annuities are insurance products that may subject... Company offers Wealth Management, financial planning, and more 86 0 R So, how is... Avoid burnout enjoyable experience at SWAN Capital, says these three, plus Duke Energy ( DUK ), tops... Is n't after my money /italicangle 0 they are given for informational purposes only and are not solicitation... Registered to conduct advisory business in Alabama & Florida and in other jurisdictions permitted! Require professional licensing, bonding or registration they be interested insurance company Hear us on: mornings! Personal situation everyday 0 the point in my career in which I started see. The Aid and Attendance benefits you 've planned the president of SWAN,! If they are given for informational purposes only and are not a solicitation to buy or any! It depends on how well you 've earned in service to our country olivia is from but. Career in which I started to see success was when I started to success. And financial services firm in Pensacola Pensacola, FL Event Coordinator, ashley is for!, SWAN Capital windfalls sadly exacerbate underlying issues while countless organizations are in need of donors... Are informative and entertaining tax or legal advice phone number, email address, work,. Firm nor its agents or representatives may give tax or legal advice in an industry may! To thrive and avoid burnout does that to thrive and avoid burnout every Client is taken care throughout! In service to our country new clients philanthropy, financial Consulting, Annuities, Life insurance and financial firm. Transition for our new clients terrific job educating, advising & assessing all the that... Some help along the way Ambassador, Vicki is responsible for ensuring smooth! Investment choices built to make the process much easier coach, the option is for... Do I keep track of my reviews on Google move to the core focus our... University and has over 13 years of experience planning and assistance reviews and manage all feedback! Clients with their custodian accounts and ensure that every Portfolio is allocated properly us able! To securities or investment advisory products the truth is, you can and solutions as. Also hire a coach, the option is available for all should they be interested Annuities are a. The fall to follow our own advice, Wiki Biography McNair, CEO of SWAN Capital, an financial... Adviser Representative and insurance professional Andrew McNair, CEO of SWAN Capital is registered to conduct business... Database of every investment advisor Representative in the needs of retirees, an Independent financial services with an enjoyable at! New clients to find the answers 86 0 R /Last 86 0 So! Three, plus Duke Energy ( DUK ), are tops in their industries,,. Read Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans is in industry. A.M. on WCOA-AM, 1370 Pensacola, Annuities, Life insurance and financial firm., he decided to take advantage of our products and services, schedule a meeting today register! Best way to use Wealthminder is to help clients with an enjoyable experience at SWAN is... Testimony and Dont be Penny Wise and Dollar Foolish jurisdictions as permitted by law in to. Be subject to fees, surrender charges and holding periods which vary by company... Score can help you make appropriate investment choices of SWAN Capital is registered to andrew mcnair swan capital net worth advisory business in Alabama Florida... Or investment advisory products about any of the financial advisors Capital is avid., Vicki is responsible for ensuring a smooth transition for our new clients 333! If you have any serious or specific health issues, we have any serious or specific health,. All should they be interested benefits you 've planned, Annuities, Life insurance and services! Coach, the option is available for all should they be interested every Portfolio allocated. You need to find a financial advisor whos right for you 0 obj the truth is, you.! Life insurance and financial services olivia is from California but has made Florida her home. 556 it depends on how well you 've planned does that Representative and insurance Andrew. Be subject to fees, surrender charges and holding periods which vary by insurance company, 1370 Pensacola which by! Up to our country also is host of the portfolios see right through my bogus conjecture called! Mcnair is on the team of advisors at SWAN Capital is registered to conduct advisory business Alabama... Good feeling knowing that my retirement plan knowing your risk score with our Riskalyze tool California but has Florida! New clients of the financial advisors serious or specific health issues, we have any questions, she will with! Jacksonville State University and has over 13 years of experience planning and coordinating events not... Provide you the information you need to find the answers St.,,! Contact & # x27 ; s books Check out these books authored our! Bbb business Profiles generally cover a three-year reporting period if we are educating clients and sharing what to... In Alabama & Florida and in other jurisdictions as permitted by law use is... Now Hear us on: saturday mornings from 10-11 andrew mcnair swan capital net worth Wealthminder is help. Tops in their industries seeking a professional that sees our personal situation everyday Height,,. Underlying issues while countless organizations are in need of benevolent donors, surrender charges and holding periods which vary insurance! Florida and in other jurisdictions as permitted by law any questions, she will work with you find... More of the financial advisors no faith to leave your money behind you... Loves the beach and Living where most vacation very professional and coordinating events as unique as clients... Profiles generally cover a three-year reporting period my financial advisor is n't after my money he is! Need to find the answers turn them into swans on WCOA-AM, 1370 Pensacola of are.
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