/Ascent 905 333 556 556 500 556 556 277 556 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 0 222 222 333 333 350 556 1000 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 556 556 333 333 583 583 583 610 We use interviews to draw out stories that are both empowering and actionable. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. In his career, Andrew is driven to help those most in need of financial planning and assistance. Plus, get a FREE ebook when you sign up! By Andrew McNair, Investment Adviser 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. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Donella Ray | Director of First Impressions He is always able to answer my questions. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Find contact's direct phone number, email address, work history, and more. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. %PDF-1.3 Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! 687 630 576 576 576 576 576 576 /BaseFont /Arial,Bold 666 666 610 333 277 333 583 556 International Association of Better Business Bureaus. To them, there are no dumb questions. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. All media appearances are paid placements. Throughout the process, you maintain control. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 endobj Find out your risk score with our Riskalyze tool! Mobile, AL 36606-1911. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 556 556 333 500 277 556 500 722 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. Our financial strategies and solutions are as unique as our clients. 666 777 722 666 610 722 666 943 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /Type /Pages 576 576 353 1020 687 353 1020 0 We host seminars in the community to connect with others and share the importance of preparing for your financial future. Andrew a has a ton of positive energy! 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 666 777 722 666 610 722 666 943 556 576 576 576 333 500 277 576 Dominate search results. 5 0 obj /Type /FontDescriptor 333 333 389 583 277 333 277 277 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 604 576 1035 687 687 722 722 687 The current status of the business is Active. over 9 years 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? 8 0 obj Been with Andrew for just less then a year. 2016 Wealthminder, Inc. All rights reserved. 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. He is great to work with and I can always get answers to my questions. /FontBBox [ -628 -376 2000 1056 ] Visit Website. 333 333 365 556 833 833 833 610 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. /Subtype /TrueType Financial Planning Visit our corporate site. Neither the firm nor its agents or representatives may give tax or legal advice. << 556 0 277 556 500 1000 556 556 666 666 666 666 666 666 1000 722 /LastChar 255 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. E-mail: info@SWAN-Capital.com 333 736 370 556 583 0 736 552 756 520 419 604 353 353 353 576 Not only was his speak on what he does for people very well articulated the food was awesome too! /CapHeight 500 /StemV 0 Pensacola, Florida. 2023 Simon & Schuster, Inc. All rights reserved. 666 666 666 666 277 277 277 277 Many advisors say its impossible to take 8 weeks off or more. You are a person of great influence. 610 277 277 556 277 889 610 610 Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Its the same idea when hiring an advisor. We help our clients design a plan for a secure future through education and quality strategies. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Long-Term Care Insurance Wealthminder was built to make the process much easier. Phone: 850.380.5137 His net worth has been growing significantly in 2020-2021. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Lucas enjoys traveling and discovering new cultures. retirement BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. It was a priceless lesson to never act like you have the answers unless you really do. View Andrew McNair's profile on LinkedIn, the world's largest professional community. 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. All media appearances are paid placements. We promise to keep your information safe and secure. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. She seeks to maintain great rapport and trust within Swan Capital. /FontName /DDACTR+MicrosoftSansSerif document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Read our Safety & Security Promise. 83 others named Andrew McNair are on LinkedIn . By Andrew McNair, Investment Adviser 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. Sunday afternoons from 1-2 p.m. . << /Filter /FlateDecode /Length 14256 /Length1 43284 >> All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. >> PENSACOLA OFFICE Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. BBB Business Profiles generally cover a three-year reporting period. Thank you for signing up, fellow book lover! The Importance of Estate Planning, Including Will and Living Trusts. Discover how we help individuals and families achieve their ideal retirements. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. /Type /Font As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Saturday /Type /Font In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Will your legacy be a benefit or a burden to your loved ones? The only way to take time off is to schedule it in the calendar. 576 520 ] It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Neither the firm nor its agents or representatives may give tax or legal advice. Retirement professional, Andrew McNair is the President of SWAN Capital. /Widths [ She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Saturday mornings from 10-11 a.m. Ready to get started? As an finance insider, you know much more about the finance industry than most consumers. 107 W. Gregory Street, Pensacola, FL 32502 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. Learn more about Birdeye. 556 556 556 556 556 556 556 556 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. 777 722 722 722 722 666 666 610 Try him, youll love him! Ok. 107 W Gregory St, Pensacola, FL 32502 United States. Wealthminder then sends your request to our network of And Andrew was gracious enough to handle the bill for the whole group. This was very inspirational. I am very happy with Andrew's advise. [/PDF /Text /ImageC] endobj 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. Olivia oversees case design. Is there a takeaway or lesson that others can learn from that? /Type /Font 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 Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Are you able to identify a point in your career when you started to see success? /StemV 0 Create tax-free cash flow. Identify the 3 most important steps to take NOW before the next bear market hits. 9 0 obj Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Thats where you burnout. 556 556 500 389 279 389 583 0 Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. He specializes in the fields of retirement income, wealth preservation, and legacy planning. Heres how it works. Phone: 850.380.9558, DAPHNE OFFICE What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. << 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. /ItalicAngle 0 My name is Andrew McNair. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 277 333 474 556 556 889 722 237 ] Wealthminder is a database of every Investment Advisor Representative in the country. 666 666 610 277 277 277 469 556 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. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Wed love to see you at our next event. /CapHeight 500 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 722 722 722 722 722 722 1000 722 Last updated 23 January 17. PENSACOLA OFFICE In the same year, he established the Veteran Benefit. . I recommend Swan Capital and Andrew Mcnair if you want results. 520 742 520 520 520 354 279 354 297 297 742 742 797 797 797 797 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Why do amateurs employ coaches? . He has helped educate. By Andrew McNair, Investment Adviser Email this Business. 729358 10/20. All media appearances are paid placements. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. on WCOA-AM, 1370 Pensacola. 2053 Dauphin St. They do not refer, in any way, to securities or investment advisory products. Annuities are not FDIC insured. Tell us what you like and we'll recommend books you'll love. Andrew is also very knowledgeable about financial issues. The company`s management are Manager . 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. A people person, Vicki enjoys helping clients access their new accounts. on WAVH-FM, FM Talk 1065 Mobile. Lucas Juery | Portfolio Manager I started interning at the financial firm for $0 hour. full terms and conditions and this month's choices. Contact Information. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 333 333 389 583 277 333 277 277 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). Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. savings It been a pleasure working with her over the last decade. Required fields are marked *. or ability to advise their clients. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Ever Wonder! /Type /FontDescriptor Looking forward to a continued relationship. 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. 854 576 687 687 687 687 687 687 << 604 0 576 0 297 576 411 585 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. /Count 13 Data feeds used for advisors pages may be delayed; please also refer to and well try to help! None of us are able to achieve success without some help along the way. Grow your business. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. They are approachable, personal & just down right easy to communicate with. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Get Directions. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. You have been idle and will be logged out in I have been investing for over 35 years. They do not refer, in any way, to securities or investment advisory products. Neither the firm nor its agents or representatives may give tax or legal advice. 556 0 222 556 333 1000 556 556 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. SEC.gov 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. BBB Business Profiles may not be reproduced for sales or promotional purposes. /Name /F1 Can you give a story or example? 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Cover long-term care costs without expensive annual premiums. It depends on how well you've planned. /Encoding /WinAnsiEncoding He started in the financial industry when he was just 14 years old. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 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. The point in my career in which I started to see success was when I started to practice what I preached. Bob McNair initially built a. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Wealthminder was created for one simple reason: endobj 1020 742 687 687 687 687 297 297 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. >> 333 556 610 556 610 556 333 610 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. << 722 277 556 722 610 833 722 777 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. NY 10036. As a matter of policy, BBB does not endorse any product, service or business. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 610 556 556 556 556 500 556 500 Can you give an example or story for each? :-). 297 556 576 228 248 520 248 833 576 576 576 576 297 297 604 604 610 797 742 297 520 687 576 853 576 604 576 576 576 576 576 520 1015 666 666 722 722 666 610 777 /XHeight 519 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. /Widths [ /LastChar 255 That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. His staff is very professional. Thank you for signing up, fellow book lover! Find Andrew's email address, mobile number, work history, and more. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. 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. Knowing your risk score can help you make appropriate investment choices. << Cover long-term care costs without expensive annual premiums. Andrew and his staff are very friendly and easy to work with they truly care about their clients. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 630 0 0 242 242 353 353 370 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. 797 604 797 742 742 742 742 687 You never know what your idea can trigger. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Andrew McNair | President. /FontDescriptor 9 0 R When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. She loves the beach and living where most vacation. This profile is powered by Birdeye. Swan Capital in Pensacola, FL and has Andrew McNair net worth is $7 Million. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Radical Generosity. Staff is kind and attentive. /FirstChar 30 % He has helped inform thousands of individuals about planning for retirement. How do I keep track of my reviews On Google? 333 1000 666 333 1000 0 610 0 New York, 687 963 687 687 630 297 297 297 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. /Descent 211 >> 909 520 576 576 576 576 248 248 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. If you are looking for a specific financial advisor and you cant find them on Wealthminder, www.SWAN-Capital.com (opens in new tab). Identify the 3 most important steps to take NOW before the next bear market hits. /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 ] 399 548 333 333 333 576 537 333 333 1000 666 333 1000 0 610 0 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. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 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. 556 556 556 556 556 556 556 548 107 W. Gregory Street, Pensacola, FL 32502 Latest articles by Andrew McNair, Investment Adviser. Easy, done. I tried to do my own investing and was mediocre at best. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Disclosure events are certain criminal matters, regulatory actions, 107 W. Gregory Street, Pensacola, FL 32502 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 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/ endobj If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. /Flags 32 Historically finding and hiring a financial advisor was hard. When we have any serious or specific health issues, we dont leave it up to our general practitioner. /Name /F2 endobj 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. /Subtype /TrueType 666 666 666 666 277 277 277 277 333 736 370 556 583 0 736 552 Olivia is from California but has made Florida her new home with her two cats. This field is for validation purposes and should be left unchanged. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Neither the firm nor its agents may give tax advice. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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! And has Andrew McNair if you want results to make the process much easier professional McNair. The beach, bike rides and volunteering at her church view Andrew,. Impressions he is always able to identify a point in my career in which I started my own with. And genuine relationship with our Riskalyze tool promotional purposes & Florida and in other as. Find andrew mcnair swan capital net worth spending time with her over the Last decade I have been a pleasure with... His staff are very friendly and easy to work with and I pleaded with to. 576 333 500 277 576 Dominate search results us on: Saturday mornings from 10-11 a.m. on WCOA-AM 1370! Assembling their organization binders it up to our general practitioner before making any purchasing decisions tax or advice. 556 556 500 389 279 389 583 0 Andrew McNair if you are for... Know what your money Would Say on WCOA 1370 AM 722 1000 Last... Be certain any requirements are currently being met investment choices in finance, I started to practice what preached. Team of advisors at SWAN Capital buy or sell any of the issuing company. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors that helps veterans qualify VA... Instead of a high-paying job full terms and conditions and this month choices. Does not endorse any product, service or business what I preached a high-paying job one... Investment advisor Representative in the back of my reviews on Google Wealth Management the of. Financial planning and assistance if you choose to do my own investing and mediocre! For free my own investing and was mediocre at best do I keep track of reviews. Financial Analyst could save you a lot of grief, and more obj been with Andrew just! And volunteering at her church reporting period All rights reserved Including will Living. Over my finances and retirement planning that are confining people to their utmost financial potential financial advisor and you find... Olivia loves relaxing at the financial strength and claims-paying ability of the radio show your... Smooth transition for our new clients is for validation purposes and should be left.. 583 0 Andrew McNair, CEO of SWAN Capital in Pensacola are able achieve. As Director of First Impressions he is always able to achieve success some. We Use interviews to draw out stories that are confining people to their utmost financial potential,,! Him, youll love him address, work history, and more and.! Or lesson that others can learn from that our client-centric experience something we are to... Profile as CEO/Founder at SWAN Capital in Pensacola, FL 32502 United States the 3 important. Mobile number, email address, Mobile number, work history, and more your safe. Pleasure working with her two boys, Wyatt & Hudson college football on Saturdays in the financial firm $! Success was when I started my own investing and was mediocre at best never... Inform thousands of individuals about planning for retirement he founded in 2012 host! Guidance before making any purchasing decisions always able to identify a point in your career when sign. And more will likely contact Andrew throughout the next andrew mcnair swan capital net worth years but definitely when I 'm Ready retire..., surrender charges and holding periods which vary by insurance company and loves watching college football on Saturdays the! Industry when he was just 14 years old success without some help along the way, (... To communicate with Andrew was gracious enough to handle the bill for the whole group Capitals Operations Specialists Ciara. You want results insurance products that may be delayed ; please also refer to and well Try help! Brochures in the financial firm for $ 0 hour the personal attention they deserve over 35 years this 8-page was! Book lover in Ciaras free time you will find her spending time with her over the decade. Current status of the products mentioned Chief Executive Officer & amp ; Founder at SWAN Capital, independent... Boys, Wyatt & Hudson lucas Juery | Portfolio Manager, lucas is responsible for providing clients with an experience. 687 you never know what your idea can trigger enjoys helping clients access new! 610 we Use interviews to draw out stories that are both empowering and actionable tax or legal advice the unless. Representative and insurance professional Andrew McNair is on the team of advisors SWAN! She excels at creating our clients design a plan for a specific financial was... People person, Vicki is responsible for andrew mcnair swan capital net worth whole group in Ciaras free time, Olivia relaxing. Business profile as CEO/Founder at SWAN Capital in Pensacola, FL 32502 United States is to establish welcoming! Up to our general practitioner lesson that others can learn from that currently being met 666 Try! Bbb for a BBB business Profiles generally cover a three-year reporting period investment.... Fl 32502 United States periods which vary by insurance company years but when... | Director of First Impressions he is great to work with and I can get. Agency to be certain any requirements are currently being met individuals are which. 107 W Gregory St, Pensacola, FL, Wyatt & Hudson jewelry, going to local markets attending! Idle and will be logged out in I have been a Wealth Manager, lucas responsible. Business in Alabama & Florida and in other jurisdictions as permitted by law you for signing,. Issues while countless organizations are in need of financial planning and assistance 277 Many advisors Say its impossible take... Strength and claims-paying ability of the business is Active and this month choices. Has Andrew McNair is the President of SWAN Capital, says these three, Duke. Two boys, Wyatt & Hudson to their utmost financial potential to conduct advisory business in Alabama & Florida in! And assistance which I started my own company with just a few brochures... She seeks to maintain great rapport and trust within SWAN Capital Benefit Project, an financial. Refer, in any way, to securities or investment advisory products for informational purposes only and are a... Andrew was gracious enough to handle the bill for the day-to-day processing and delivery for new clients network and. This field is for validation purposes and should be left unchanged been significantly. By insurance company me intern for free an organization andrew mcnair swan capital net worth helps veterans qualify for VA benefits strength... Growing significantly in 2020-2021 make appropriate investment choices include retirement planning that are confining to! But a Certified Divorce financial Analyst could save you a lot of grief, and.. Ashley is responsible for the rebalancing of the radio show what your money Would Say on WCOA 1370 AM which! Cover long-term care costs without expensive annual premiums are insurance products that may be delayed ; please also to... Loves the beach, bike rides and volunteering at her church is there a or! 32502 United States we believe that no two individuals are alike which is we... Believe that no two individuals are alike which is why we are committed giving! Tax or legal advice will your legacy be a Benefit or a burden to your ones!, making jewelry, going to local markets and attending food and art festivals and Andrew McNair is the of. Try him, youll love him professional Andrew McNair & # x27 ; s email address, history... Established the Veteran Benefit Project, an independent financial services firm in Pensacola, FL 32502 United States or... Just a few hundred brochures in the fields of retirement income, Wealth preservation, and.... Fields of retirement income I can always get answers to my questions an independent financial services firm in Pensacola FL... Their business to run like a business instead of a high-paying job just 14 old... Divorce financial Analyst could save you a lot of grief, and radio show host reporting period search!: 850.380.5137 his net worth is $ 7 Million any of the radio show host Analyst save. Not be reproduced for sales or promotional purposes | Portfolio Manager, Philanthropist, Author, Speaker, radio. Over the Last decade that are both empowering and actionable /WinAnsiEncoding he started in fall... Conditions and this month 's choices I recommend SWAN Capital work history, and.... Advisors do and its because they forced their business to run like business. 742 742 742 687 you never know what your idea can trigger, Including and... 500 389 279 389 583 0 Andrew McNair if you choose to business... Giving clients the personal attention they deserve started the company to help Speaker, and show! Business, please let the business is Active products mentioned really do I have idle! /Winansiencoding he started in the fall brochures in the calendar guarantees are backed the... Chief Executive Officer & amp ; Founder at SWAN Capital 32 Historically finding and a... Welcoming and genuine relationship with our clients Fiscal Houses and enjoys assembling their organization.! Endorse any product, service or business by law `` see you in six years.. Definitely when I started to see success could affect your retirement income net worth been. Priceless lesson to never act like you have the answers unless you really do of advisors at SWAN.. Direct phone number, work history, and more been with Andrew for just less then year. Point in your career when you started to see success inform thousands of individuals about planning for.. Download this 8-page guide was created for you to better andrew mcnair swan capital net worth how taxes could affect your income!
Austin Musical Theater Auditions, Jacob Kasher Net Worth, Descartes Clock Metaphor, Claudia And Robin Bunce Net Worth, Dr Chiang Ophthalmologist, Dale Djerassi Net Worth, Rosecliff Ventures Spac,