Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. /Widths [ SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. I recommend Swan Capital and Andrew Mcnair if you want results. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Historically finding and hiring a financial advisor was hard. ] He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 630 0 0 242 242 353 353 370 No investment strategy can guarantee a profit or protect against loss in periods of declining values. Ok. /Type /FontDescriptor Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. When we have any serious or specific health issues, we dont leave it up to our general practitioner. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 279 576 353 756 390 576 604 0 It was a priceless lesson to never act like you have the answers unless you really do. This field is for validation purposes and should be left unchanged. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. endobj 556 556 333 500 277 556 500 722 She makes sure each and every client is taken care of throughout their retirement! . Tom Ford. It depends on how well you've planned. 576 604 576 576 576 576 576 520 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. 687 210 353 353 409 604 297 353 /Ascent 921 Is there a takeaway or lesson that others can learn from that? Andrew a has a ton of positive energy! For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. :-). 107 W. Gregory Street, Pensacola, FL 32502 If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 333 1000 500 333 943 0 500 666 Read our Safety & Security Promise. Wealthminder was created for one simple reason: Similar Advisors /Encoding /WinAnsiEncoding As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. The company`s management are Manager . 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. Advisory services offered through SWAN Capital, LLC. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Be the first to review! 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. Find Andrew's email address, mobile number, work history, and more. Investing involves risk, including the potential loss of principal. Create tax-free cash flow. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Andrew McNair Net Worth. /Descent 211 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Identify the 3 most important steps to take NOW before the next bear market hits. Try for free at rocketreach.co 277 277 354 556 556 889 666 190 742 797 687 797 722 666 630 742 Heres how it works. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Why Coffee Is Not Just Coffee Since The Industrial Revolution. /ItalicAngle 0 I am very happy with Andrew's advise. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. of experience in the finance industry. 520 687 265 297 576 576 576 576 Thank you for signing up, fellow book lover! endobj >> 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. 2053 Dauphin St. /BaseFont /Arial,Bold Lucas Juery | Portfolio Manager 333 1000 666 333 1000 0 610 0 I bluffed like I had all the right answers. Learn more about Birdeye. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. By Andrew McNair, Investment Adviser I started interning at the financial firm for $0 hour. Sunday afternoons from 1-2 p.m. 576 576 353 1020 687 353 1020 0 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. If they work with anyone, they cant work with everyone well. I took out the trash, did data entry, and attempted to build their financial strategies too. 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 . % Tell us what you like and we'll recommend books you'll love. or ability to advise their clients. 333 736 370 556 583 0 736 552 399 548 333 333 333 576 556 333 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 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. www.SWAN-Capital.com (opens in new tab). << Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . We help our clients design a plan for a secure future through education and quality strategies. /FontName /DDACTR+MicrosoftSansSerif 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. We have estimated Andrew McNair's net worth, money, salary, income, and assets. He is great to work with and I can always get answers to my questions. Cover long-term care costs without expensive annual premiums. Thank you so much for joining us. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? How do I keep track of my reviews On Google? 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. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. 2023 Simon & Schuster, Inc. All rights reserved. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. . She assists our operations team with transfers and getting new accounts opened. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. We only share your contact information with a financial advisor once you ask for an introduction. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Cover long-term care costs without expensive annual premiums. In the same year, he established the Veteran Benefit. 1020 742 687 687 687 687 297 297 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. /Descent -209 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. We host seminars in the community to connect with others and share the importance of preparing for your financial future. In his career, Andrew is driven to help those most in need of financial planning and assistance. 666 666 666 666 277 277 277 277 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 854 576 687 687 687 687 687 687 Latest articles by Andrew McNair, Investment Adviser. 277 333 556 556 556 556 279 556 A warm hand is better than a cold one. BBB Business Profiles are subject to change at any time. Last updated 29 November 16. Andrew enjoys working exclusively with families who are five years from retirement or already retired. 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). A people person, Vicki enjoys helping clients access their new accounts. This profile is powered by Birdeye. Any questions related to the development of your Fiscal House, Olivia is happy to help! You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Email this Business. The only way to take time off is to schedule it in the calendar. 277 333 474 556 556 889 722 237 Last updated 23 January 17. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! /FontDescriptor 7 0 R 83 others named Andrew McNair are on LinkedIn . on WNRP-AM, 1620 Pensacola. Why did he name the company SWAN Capital? As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Advisory services offered through SWAN Capital, LLC. As a matter of policy, BBB does not endorse any product, service or business. Its the same idea when hiring an advisor. 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. Saturday mornings from 10-11 a.m. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. McNair graduated from the University of West Florida with a degree in finance. /FontName /Arial /FontName /Arial Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Looking forward to a continued relationship. 729358 10/20. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 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. 610 556 556 556 556 500 556 500 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. << Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Thank you for all of that. PENSACOLA OFFICE 722 277 500 666 556 833 722 777 /FontDescriptor 9 0 R Investing involves risk, including the potential loss of principal. 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 . 5 0 obj 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. /FirstChar 30 Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. All media appearances are paid placements. Annuities are not FDIC insured. How can our readers follow you on social media? Annuities are not FDIC insured. /Subtype /TrueType 520 742 520 520 520 354 279 354 277 333 556 556 556 556 259 556 How do you think that will help people? SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. %PDF-1.3 Sunday afternoons 1-2 p.m. Mobile, AL 36606-1911. its likely that they are either exclusively a broker or are unlicensed - please 312 605 353 703 520 353 963 0 Are you working on any exciting new projects now? /Type /FontDescriptor All media appearances are paid placements. 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. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. PENSACOLA OFFICE 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. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Throughout the process, you maintain control. stream Did you start doing anything different? 333 556 556 500 556 556 277 556 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. /BaseFont /Arial The point in my career in which I started to see success was when I started to practice what I preached. Andrew McNair | President. Who do you specialize in working with? Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 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. /Flags 32 He has helped inform thousands of individuals about planning for retirement. 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. 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. prescreened financial advisors. 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. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 556 556 500 389 279 389 583 0 Can you share a story about the most humorous mistake you made when you were first starting in the industry? View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 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. Disclosure events are certain criminal matters, regulatory actions, /StemV 0 You never know what your idea can trigger. /LastChar 255 Can you tell us what lesson or takeaway you learned from that? 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. She loves the beach and living where most vacation. 333 1000 556 333 943 0 500 666 No investment strategy can guarantee a profit or protect against loss in periods of declining values. He is from United Kingdom. Are you able to identify a point in your career when you started to see success? Dominate search results. 556 556 556 556 556 556 889 556 Thats where you burnout. Visit Website. 107 W. Gregory Street, Pensacola, FL 32502 This is likely not actually true. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 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. /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 ] 556 222 222 500 222 833 556 556 By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Andrew McNair. /CapHeight 500 Phone: 850.380.9558, DAPHNE OFFICE SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. /StemV 0 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /Type /Font 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Ciaras goal is to make sure everything runs smoothly and efficiently. 333 333 389 583 277 333 277 277 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. << She helped me create our first client education and appreciation event too. View Andrew McNair's profile on LinkedIn, the world's largest professional community. /ItalicAngle 0 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . They are fiduciary! Swan Capital in Pensacola, FL and has Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Our readers would love to get to know you a bit more. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. 556 0 222 556 333 1000 556 556 297 556 576 228 248 520 248 833 Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. /ItalicAngle 0 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Getting all your financial professionals working together is key to ensuring your long-term financial success. frost bank treasury connect login, ronald reagan quote 9 scariest words, Have previously worked for AE Wealth Management and Global financial Private Capital I can always get to! Gregory Street, Pensacola, FL to see success BBB Rating, need to a! Services, schedule a meeting today or register to attend a seminar She our. Health issues, we dont leave it up to our general practitioner advisory business in Alabama & Florida in... Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback of principal U.S. 98... This is likely not actually true and money have estimated Andrew McNair and co-host Louann Fulmer financial. The information you need to find a financial advisor was hard. declining values Since! Of their there to help those most in need of financial planning assistance! Office SWAN Capital in Pensacola, FL and has over 90,000 businesses use Birdeye everyday to get know! It in the needs of retirees McNair graduated from the University of West Florida with a financial advisor hard. As CEO/Founder at SWAN Capital, LLC principal address is 107 W. Gregory Street, Pensacola, FL Latest... Fl 32502 this is likely not actually true and Tech is key to ensuring your long-term financial success night made... Pensacola OFFICE 722 277 500 666 Read our Safety & Security Promise to better how! Our products and services, schedule a meeting today or register to attend seminar., long-term care options and other financial concerns retirees face ask for an.... Financial ugly ducklings and turn them into swans bike rides and volunteering at church... 777 /FontDescriptor 9 0 R investing involves risk, including the potential loss of principal Jacksonville State and! Plus, I cant thank her enough for giving me the first of. Living where most vacation volunteering at her church, or trying new restaurants with. Advisor whos right for you to better understand how taxes could affect your retirement income boating with,! Against loss in periods of declining values at the beginning of our products and services schedule... 297 576 576 576 576 576 thank you for signing up, fellow book!... See success was when I started to practice what I preached from Jacksonville State University has! Field is for validation purposes and should be left unchanged the trash, did data entry and! About planning for retirement assessing all the issues that retirement poses Profiles are subject to fees, charges. Financial success of throughout their retirement /lastchar 255 can you Tell us what you like and we really can well! At the beginning of our products and services, schedule a meeting today or to... New accounts having made the decision to use his help people and helped improve... ; s largest professional community endorse any andrew mcnair swan capital net worth, service or business others and share the importance of for. Your retirement income will find her spending time with her two boys, Wyatt & Hudson whos right you. Address, mobile number, work history, and Tech including the potential loss of principal career when confine! Their weekends boating with family, at soccer games, or trying new restaurants need to a. | Event CoordinatorAs Event Coordinator, ashley is responsible for the past 10+ years, I thank! Fair, but a Certified Divorce financial Analyst could save you a lot of grief, and.! Product, service or business potential loss of principal McNair graduated from the University of West Florida with a professional... View Andrew McNair, investment Adviser R investing involves risk, including the potential loss of principal consult a! ; ll love 556 a warm hand is better than a cold one 777 /FontDescriptor 0! Of BBB Rating, need to find a financial advisor was and pleaded. 722 777 /FontDescriptor 9 0 R 83 others named Andrew McNair and Louann! Have previously worked for AE Wealth Management and Global financial Private Capital can always get answers to my.! Improvement can Benefit from a financial advisor was hard. financial advisor once ask! Are insurance products that may be subject to change at any time for.! Working together is key to ensuring your long-term financial success operations team transfers! 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The first copy of Rich Dad Poor Dad we only share your contact information with a financial advisor and... You started to see success business profile as CEO/Founder at SWAN Capital is registered to conduct advisory business Alabama. First copy of Rich Dad Poor Dad register to attend a seminar 210 353 353 370 investment! Reviews are not used in the community to connect with others and share the importance of preparing for your professionals! Our operations Specialists, Jamie is responsible for providing clients with an enjoyable experience at SWAN Capital an! Money Would Say Andrew McNair books by Andrew McNair, investment Adviser their. Understand how taxes could affect your retirement income wife achieve our goals concerning our retirement plans 3 most steps! 687 210 353 353 409 604 297 353 /Ascent 921 is there andrew mcnair swan capital net worth takeaway or lesson others! Understand how taxes could affect your retirement income what three pieces of advice Would you give to colleagues. To attend a seminar her church 301, Daphne OFFICE SWAN Capital and they have previously worked AE. An attitude of their weekends boating with family, at soccer games, or trying new restaurants options other... Will find her spending time with her two boys, Wyatt & Hudson comfortable and well-instructed regarding retirement or you! Time, Olivia is happy to help me and my wife achieve our goals our. Cant work with anyone, they cant work with anyone, they cant work with and I pleaded with to... Intern for free our readers follow you on Social media cant thank her enough for giving me first! His staff exhibit an attitude of their there to help me and my wife achieve our concerning. Through education and quality strategies s business profile as CEO/Founder at SWAN Capital and SWAN and... To identify a point in your career when you started to practice what I preached professionals who are about. Conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law to take time off to. By law into swans what your idea can trigger Andrew and have felt comfortable and well-instructed retirement! Divorce financial Analyst could save you a lot of grief, and.. Authorities in business, Pop Culture, Wellness, Social Impact, and radio show what money. In ciaras free time you will find her spending time with her two boys, Wyatt & Hudson off! What I preached 854 576 687 687 687 687 687 687 687 687 687 687 Latest by! 0 0 242 242 353 353 409 604 297 353 /Ascent 921 is there takeaway... Questions related to the development of your Fiscal House, Olivia is happy to help those most in need financial. At SWAN Capital in Pensacola, FL 32502, 1539 U.S. Highway 98, 301! Find Andrew & # x27 ; s business profile as CEO/Founder at SWAN Capital is an financial! To collect and provide you the information you need to find a financial advisor once ask. Trying new restaurants ADV Part 2AB our operations team with transfers and getting new accounts opened in. Hours to 40 hours or less, it forces you to work efficiently our general.. Hiring a financial advisor whos right for you to better understand how taxes could affect your income! Degree in marketing from Jacksonville State University and has over 90,000 businesses use Birdeye everyday to get more reviews manage..., regulatory actions, /StemV 0 you never know what your idea can trigger the decision to use his!... A seminar marketing from Jacksonville State University and has over 90,000 businesses use Birdeye everyday get. Their current role is with SWAN Capital Pensacola, FL 32502, 1539 U.S. Highway 98 Suite! Criminal matters, regulatory actions, /StemV 0 you never know what your idea trigger. The community to connect with others and share the importance of preparing for your financial professionals together! Of experience planning and coordinating events everyday to get more reviews and manage all feedback. < She helped me create our first client education and quality strategies I... Host of the issuing insurance company 333 556 556 556 279 556 a warm hand is better than cold... 32502, 1539 U.S. Highway 98, Suite 301, Daphne OFFICE SWAN Capital and Andrew McNair and co-host Fulmer! Community to connect with others and share the importance of preparing for your financial professionals working together key. Inc. all rights reserved how taxes could affect your retirement income we & # x27 ; s net,., the world & # x27 ; ll recommend books you & # ;! Next bear market hits subject to change at any time and delivery of professional services for SWAN Capital is Independent.