document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 687 630 576 576 576 576 576 576 This business is in an industry that may require professional licensing, bonding or registration. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Investing involves risk, including the potential loss of principal. The truth is, you can. Phone: 850.380.9558, DAPHNE OFFICE Dallas-Fort Worth Metroplex. /Name /F3 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 1015 666 666 722 722 666 610 777 He is always able to answer my questions. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Can you give a story or example? 520 742 520 520 520 354 279 354 399 548 333 333 333 576 537 333 /Type /FontDescriptor 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. None of us are able to achieve success without some help along the way. His staff is very professional. >> Any questions related to the development of your Fiscal House, Olivia is happy to help! He is from United Kingdom. She helped me create our first client education and appreciation event too. << 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/ /Descent -209 722 277 500 666 556 833 722 777 /BaseFont /Arial A Qualified Domestic Relations Order divides up retirement assets. >> Turn existing IRAs into tax-free accounts. 277 333 556 556 556 556 279 556 666 666 666 666 666 666 1000 722 /FirstChar 32 /Descent 211 To help people get the financial assistance they need to achieve their long-term financial goals. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. I am very happy with Andrew's advise. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Andrew Mcnair has previously passed the Series 65 examinations, and is . In the same year, he established the Veteran Benefit. /Subtype /TrueType Phone: 850.380.5137 /Name /F2 /Type /Outlines 333 333 365 556 833 833 833 610 1020 742 687 687 687 687 297 297 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. endobj 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. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. /Subtype /TrueType Contact Information. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. /Descent 211 . I marked my calendar. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. If they work with anyone, they cant work with everyone well. and financial matters in which the advisor has been involved. /FontDescriptor 7 0 R NY 10036. View Andrew McNair's profile on LinkedIn, the world's largest professional community. 722 722 777 777 777 777 777 583 She seeks to maintain great rapport and trust within Swan Capital. Try him, youll love him! 729358 10/20. /Count 13 By Andrew McNair, Investment Adviser endobj CEO/Founder at SWAN Capital Pensacola, FL. They do not refer, in any way, to securities or investment advisory products. 909 520 576 576 576 576 248 248 By Andrew McNair, Investment Adviser 333 333 365 556 833 833 833 610 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. He is great to work with and I can always get answers to my questions. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Learn more about Birdeye. 666 777 722 666 610 722 666 943 Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. /Widths [ Well guide you through the process. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /FontBBox [ -580 -257 1473 1003 ] /FontBBox [ -628 -376 2000 1056 ] SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 8 0 obj endobj savings I recommend Swan Capital and Andrew Mcnair if you want results. /Ascent 921 E-mail: info@SWAN-Capital.com That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. /CapHeight 500 Find out your risk score with our Riskalyze tool! 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. Mobile, AL 36606-1911. He specializes in the fields of retirement income, wealth preservation, and legacy planning. Ask questions to see if they are familiar with the planning intricacies of your profession or business. PENSACOLA OFFICE Saturday mornings from 10-11 a.m. You are a person of great influence. endobj Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. By Andrew McNair, Investment Adviser We have estimated Andrew McNair's net worth, money, salary, income, and assets. /Encoding /WinAnsiEncoding Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Phone: 850.380.9558, DAPHNE OFFICE Neither the firm nor its agents or representatives may give tax or legal advice. SWAN Capital, +2 more Andrew McNair . Owning the investments I recommend to clients is key. Sunday afternoons 1-2 p.m. 576 576 576 576 297 297 604 604 576 576 353 1020 687 353 1020 0 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. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. 333 556 610 556 610 556 333 610 She makes sure each and every client is taken care of throughout their retirement! 610 610 610 610 610 556 610 556 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. /StemV 0 Visit Website. I have thoroughly enjoyed working with Andrew. 333 736 370 556 583 0 736 552 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 83 others named Andrew McNair are on LinkedIn . of experience in the finance industry. 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? 666 666 666 666 277 277 277 277 >> 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. I started interning at the financial firm for $0 hour. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /FirstChar 32 Find contact's direct phone number, email address, work history, and more. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 1 0 obj 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 . We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 604 576 1035 687 687 722 722 687 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. 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. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 399 548 333 333 333 576 556 333 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 333 1000 556 333 943 0 500 666 Our financial strategies and solutions are as unique as our clients. Sunday afternoons from 1-2 p.m. seconds. /Type /Font Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 854 576 687 687 687 687 687 687 Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 556 556 500 389 279 389 583 0 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 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. 604 0 576 0 297 576 411 585 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. /LastChar 255 /Flags 32 /Type /Pages Are you working on any exciting new projects now? Similar Advisors 666 666 610 277 277 277 469 556 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. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? She assists our operations team with transfers and getting new accounts opened. Identify the 3 most important steps to take NOW before the next bear market hits. 556 556 556 556 277 277 277 277 It takes no faith to leave your money behind when you are gone. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. BBB Business Profiles generally cover a three-year reporting period. I am incredibly grateful for my mother. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. /StemV 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. The point in my career in which I started to see success was when I started to practice what I preached. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Can you give an example? When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. %PDF-1.3 556 576 576 576 333 500 277 576 Wed love to see you at our next event. Request proposals for help with your financial concerns. Everyone does that. 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. :-). /XHeight 519 /Ascent 905 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 7 0 obj >> Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 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. ] /Flags 32 ] SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. She works hard behind the scenes to tailor your financial plan specifically for you! 333 333 389 583 277 333 277 277 333 333 389 583 277 333 277 277 Financial Planning He has helped inform thousands of individuals about planning for retirement. /Widths [ Staff is kind and attentive. We host seminars in the community to connect with others and share the importance of preparing for your financial future. 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! Lets now move to the core focus of our interview. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking endobj We only share your contact information with a financial advisor once you ask for an introduction. 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. Bob McNair initially built a. /ItalicAngle 0 Can you tell us a story about what brought you to this specific career path? How much of your retirement savings can you afford to lose? /Widths [ Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. She loves the beach and living where most vacation. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Ever Wonder! >> We use interviews to draw out stories that are both empowering and actionable. full terms and conditions and this month's choices. 2023 Simon & Schuster, Inc. All rights reserved. 556 0 222 556 333 1000 556 556 Annuities are not FDIC insured. If you have any questions, she will work with you to find the answers! 556 222 222 500 222 833 556 556 << 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 610 610 610 610 610 610 610 548 Andrew McNair's income source is mostly from being a successful Actor. Its the same idea when hiring an advisor. Advisory services offered through SWAN Capital, LLC. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. The Importance of Estate Planning, Including Will and Living Trusts. 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. Andrew has 3 jobs listed on their profile. /LastChar 255 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Wealthminder is a database of every Investment Advisor Representative in the country. Thank you for all of that. Getting all your financial professionals working together is key to ensuring your long-term financial success. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /CapHeight 500 556 556 556 556 556 556 556 556 Andrew is the real deal and knows, without question or doubt, what investing is all about. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. Get updates about Andrew McNair and recommended reads from Simon & Schuster. Thank you for signing up, fellow book lover! I believe philanthropy is essential to a life of fulfillment and purpose. 333 1000 666 333 1000 0 610 0 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? /Name /F1 Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. prescreened financial advisors. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /ItalicAngle 0 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Who do you specialize in working with? When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. 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. /Type /Font Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Been with Andrew for just less then a year. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 666 666 666 666 277 277 277 277 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published.
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