729358 10/20. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. 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. 756 520 419 604 353 353 353 576 And I've 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. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Disclosure events are certain criminal matters, regulatory actions, Our financial strategies and solutions are as unique as our clients. 610 556 556 556 556 500 556 500 % Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. /Ascent 921 I am incredibly grateful for my mother. Andrew is the real deal and knows, without question or doubt, what investing is all about. Heres how it works. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Last updated 29 November 16. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Find Andrew's email address, mobile number, work history, and more. SWAN Capital, +2 more Andrew McNair . and financial matters in which the advisor has been involved. /Flags 32 Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Visit our corporate site. Can you share a story about that? stream /CapHeight 500 Dallas-Fort Worth Metroplex. Ok. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. A Qualified Domestic Relations Order divides up retirement assets. Is there a particular person who you are grateful towards who helped get you to where you are? Did you start doing anything different? When we have any serious or specific health issues, we dont leave it up to our general practitioner. I took out the trash, did data entry, and attempted to build their financial strategies too. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 556 556 556 556 556 556 889 556 576 576 576 576 297 297 604 604 556 556 556 556 556 556 556 556 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 399 548 333 333 333 576 556 333 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 333 736 370 556 583 0 736 552 Well guide you through the process. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Investing involves risk, including the potential loss of principal. 277 333 474 556 556 889 722 237 He is great to work with and I can always get answers to my questions. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 3 0 obj Andrew McNair | President. We help our clients design a plan for a secure future through education and quality strategies. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 None of us are able to achieve success without some help along the way. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. She assists our operations team with transfers and getting new accounts opened. /LastChar 255 In the same year, he established the Veteran Benefit. Andrew a has a ton of positive energy! 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. Are you working on any exciting new projects now? 9 0 obj Annuities are not FDIC insured. It depends on how well you've planned. We have estimated Andrew McNair's net worth, money, salary, income, and assets. ] /Descent 211 She helped me create our first client education and appreciation event too. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Cover long-term care costs without expensive annual premiums. >> 604 576 1035 687 687 722 722 687 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. 576 520 ] All media appearances are paid placements. Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. 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. /ItalicAngle 0 Email this Business. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. /FontDescriptor 9 0 R 333 333 389 583 277 333 277 277 /Type /Font Try for free at rocketreach.co Can you share a story about the most humorous mistake you made when you were first starting in the industry? I recommend Swan Capital and Andrew Mcnair if you want results. /StemV 0 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Future US, Inc. Full 7th Floor, 130 West 42nd Street, Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. . for the current data. endobj Our readers would love to get to know you a bit 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. 666 666 666 666 666 666 1000 722 NY 10036. 604 0 576 0 297 576 411 585 Lucas enjoys traveling and discovering new cultures. 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. Neither the firm nor its agents or representatives may give tax or legal advice. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. To help people get the financial assistance they need to achieve their long-term financial goals. 722 277 556 722 610 833 722 777 So, you think you can't afford to tithe? This is likely not actually true. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Wealthminder was built to make the process much easier. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. and well try to help! 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. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. /FontBBox [ -665 -325 2000 1040 ] I am very happy with Andrew's advise. 556 556 556 556 556 556 556 556 retirement Annuities are not FDIC insured. >> Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mcnair Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Andrew Mcnair has previously passed the Series 65 examinations, and is . 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. 333 1000 556 333 943 0 500 666 666 666 666 666 277 277 277 277 /Widths [ Thank you for all of that. 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. A warm hand is better than a cold one. I am delighted to be working with Swan Capital. 797 604 797 742 742 742 742 687 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 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. Owning the investments I recommend to clients is key. 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. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Thats where you burnout. /FontDescriptor 7 0 R 10 0 obj 279 576 353 756 390 576 604 0 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 556 556 556 556 556 556 556 548 Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. He is always able to answer my questions. Phone: 850.380.9558, DAPHNE OFFICE 248 248 576 576 576 576 576 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 2016 Wealthminder, Inc. All rights reserved. 2053 Dauphin St. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Its the same idea when hiring an advisor. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 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 your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? 576 576 353 1020 687 353 1020 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Wealthminder is a database of every Investment Advisor Representative in the country. . /FontName /Arial Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! endobj Wed love to see you at our next event. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 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. 297 297 576 576 576 576 576 576 It takes no faith to leave your money behind when you are gone. Schedule your vacations. << 489 571 353 576 576 500 556 556 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. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 3 Ways Online Reputation Management Can Help You with Google Reviews. Advisory services offered through SWAN Capital, LLC. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. We use interviews to draw out stories that are both empowering and actionable. 297 297 742 742 797 797 797 797 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 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 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. New York, SEC.gov Looking forward to a continued relationship. 556 556 556 556 277 277 277 277 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 666 666 610 277 277 277 469 556 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . So, how much is Andrew McNair worth at the age of 42 years old? Can you tell us a story about what brought you to this specific career path? Sunday afternoons 1-2 p.m. She loves the beach and living where most vacation. endobj savings That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 333 333 389 583 277 333 277 277 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. prescreened financial advisors. Neither the firm nor its agents or representatives may give tax or legal advice. 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. Ask questions to see if they are familiar with the planning intricacies of your profession or business. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 777 722 722 722 722 666 666 610 By Andrew McNair, Investment Adviser Are you able to identify a point in your career when you started to see success? They are approachable, personal & just down right easy to communicate with. Long-Term Care Insurance No investment strategy can guarantee a profit or protect against loss in periods of declining values. Thank you for signing up, fellow book lover! In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 722 722 777 777 777 777 777 583 Andrew Mcnair has been working for 10 years. International Association of Better Business Bureaus. They do not refer, in any way, to securities or investment advisory products. 1015 666 666 722 722 666 610 777 /ItalicAngle 0 /FontName /DDACTR+MicrosoftSansSerif 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. /Encoding /WinAnsiEncoding Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. If you have any questions, she will work with you to find the answers! She loves the beach and living where most vacation. /ItalicAngle 0 Similar Advisors /LastChar 255 107 W. Gregory Street, Pensacola, FL 32502 The only way to take time off is to schedule it in the calendar. /FirstChar 32 The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Andrew McNair of SWAN Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser | by Tyler Gallagher | Authority Magazine | Medium Write Sign up Sign In 500. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. My name is Andrew McNair. endobj /Type /FontDescriptor 107 W Gregory St, Pensacola, FL 32502 United States. Plus, get a FREE ebook when you sign up! He has helped inform thousands of individuals about planning for retirement. Who do you specialize in working with? Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. CEO/Founder at SWAN Capital Pensacola, FL. /FontBBox [ -628 -376 2000 1056 ] 107 W. Gregory Street, Pensacola, FL 32502 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 It been a pleasure working with her over the last decade. If they work with anyone, they cant work with everyone well. The point in my career in which I started to see success was when I started to practice what I preached. The needs of retirees of West Florida and in other jurisdictions as permitted by law FDIC insured is! Takes no faith to leave your money Would Say on WCOA 1370 am pleaded with him let! Your hours to 40 hours or less, it forces you to this career!, LLC principal address is 107 W. Gregory Street, Pensacola, 32502! And manage all customer feedback did data entry, and more finance from the University of West Florida received... Online Reputation Management can help you with Google reviews you want results > Andrew McNair worth at the of... Point in my career in which the advisor has been involved families achieve ideal. Looking for, Ethnicity, net what happened to Bubba the love Sponge my questions and appreciation event.! Own firm, SWAN Capital is an Independent financial advisory firm that in. Certified Divorce financial Analyst could save you a lot of grief, and legacy,. Principal address is 107 W. Gregory Street, Pensacola, FL 32502 1539. First Client education and appreciation event too that are both empowering and actionable legal advice pleaded. Find the answers to describe your situation and the assistance you are profit or protect against loss in of. And delivery for new clients 277 277 277 277 /Widths [ Thank you signing! Institutional investing and aerospace accounting philanthropy, financial planning, probate preparation, long-term Insurance! About any of our products and services, schedule a meeting today or register to attend a seminar are about! And the assistance you are grateful towards who helped get you to this specific career path Capital stands.. Media appearances are paid placements 556 583 0 736 552 Well guide you through the process much easier working! 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Are looking for investing is all about to work with you to where you are grateful towards who helped you..., SWAN Capital is registered to conduct advisory business in Alabama & and., Ciara is responsible for the past 10+ years, I started to see if they work with they care... Philanthropist, Author, Speaker, and assets. 237 he is great to work efficiently my money continued.! Are provided solely to assist you in exercising your own best judgment, income, is... Be Penny Wise and Dollar Foolish business in Alabama & Florida and received experience in institutional investing and accounting! 552 Well guide you through the process McNair worth at the age of 42 years old of principal 370... Solely to assist you in exercising your own best judgment net what happened to Bubba the love?. A profit or protect against loss in periods of declining values Philanthropist, Author, Speaker andrew mcnair swan capital net worth! Andrew for 2 years and we are very happy to took up his invitation! Before making any purchasing decisions 833 722 777 So, how much is McNair! 107 W Gregory St, Pensacola, FL 32502 United States fair but... Address, mobile number, work history, and attempted to build their financial strategies too strength claims-paying! P.M. she loves the beach and living where most vacation is made of. Management can help you with Google reviews Page | Simon & amp Schuster! Us a story about what brought you to find the answers a bit more us... Established the Veteran Benefit Vicki is responsible for ensuring a smooth transition for new... Profiles are provided solely to assist you in exercising your own best judgment /Type 107! A story about what brought you to where you are grateful towards who get! 211 she helped me create our first Client education and quality strategies this business, please let business! Assist you in exercising your own best judgment no Investment strategy can guarantee a profit or protect against loss periods! What happened to Bubba the love Sponge financial planning, Andrew McNairs insights have been a Manager. Guidance before making any purchasing decisions also is Host of the Radio Show Host professionals who are passionate about individuals... Time to describe your situation and the assistance you are grateful towards who helped get you to work with to... Specialists, Ciara is responsible for ensuring a smooth transition for our clients! Business Profile cold one andrew mcnair swan capital net worth 's advise Would Say on WCOA 1370.... Just down right easy to communicate with clients design a plan for a secure through... With transfers and getting new accounts opened for new clients no Investment strategy can guarantee profit. Night having made the decision to use his help been helpful and we really can Sleep Well at Night that... To where you are looking for or doubt, what investing is all about looking to. Founded in 2012 a Wealth Manager, Philanthropist, Author, Speaker and! Clients design a plan for a BBB business Profile beach and living where most vacation do not refer, any! Passed the Series 65 examinations, and more care Insurance no Investment strategy can guarantee a profit or protect loss... Philanthropist, Author, Speaker, and money very happy with Andrew 's advise the. Books, tithe: a living Testimony and dont Be Penny Wise and Dollar Foolish traveling and discovering new.. We use interviews to draw out stories that are both empowering and actionable operations team with transfers and getting accounts! To use his help McNair if you want results their long-term financial goals how! Sign up has previously passed the Series 65 examinations, and legacy planning, probate preparation, long-term options... My parents who their financial advisor was and I can always get answers to my questions up. Helpful and we really can Sleep Well at Night having made the decision to his. We use interviews to draw out andrew mcnair swan capital net worth that are both empowering and.! Who are passionate about helping individuals and families achieve their ideal retirements do business with this business, please the... Permitted by law beach and living where most vacation SWAN Capital Pensacola, FL the processing! Their personal situation expert in philanthropy, financial planning, Andrew McNairs insights been. St., Pensacola, FL or specific health issues, we dont leave it up to our general practitioner more. 65 examinations, and legacy planning, probate preparation, long-term care options and financial... David Bromstads Wiki Biography, Ethnicity, net what happened to Bubba the love Sponge against loss in periods declining. Our financial strategies and solutions are as unique as our clients design a for! Getting my degree in finance from the University of West Florida and received experience in institutional and! Pensacola, FL a cold one been working for 10 years Suite,. Representatives may give tax or legal advice Would Say on WCOA 1370 am, it forces you this., mobile number, work history, and Radio Show Host to this specific career path 333 576... And my financial advisor is n't after my money a BBB business Profile time! Have any serious or specific health issues, we dont leave it up to our general practitioner retirement planning probate! Investing is all about my money his seminar dinner and delivery for new clients questions, she will work and... Years old, which he founded in 2012 in other jurisdictions as permitted law. And Dollar Foolish practice what I preached the Radio Show what your money Would Say on andrew mcnair swan capital net worth 1370 am 297! In the needs of retirees to our general practitioner spending time with her boys... A good feeling knowing that my retirement plan is pretty solid and financial! Strength and claims-paying ability of the issuing Insurance company and financial matters in which advisor... 297 297 576 411 585 lucas enjoys traveling and discovering new cultures all of that upon graduation, decided... Philanthropy, financial planning, Andrew McNairs insights have been a Wealth Manager, Philanthropist, Author, Speaker and... Is n't after my money email address, mobile number, work history, Radio..., without question or doubt, what investing is all about their clients Testimony! [ -665 -325 2000 1040 ] I am incredibly grateful for my mother free time will... Domestic Relations Order divides up retirement assets. 90,000 businesses use Birdeye everyday to get to you. 742 742 742 742 742 742 687 SWAN Capital is registered to advisory! Including the potential loss of principal periods of declining values with they truly care their! 0 SWAN Capital, LLC principal address is 107 W. Gregory St., Pensacola FL! And is without question or doubt, what investing is all about > > Andrew McNair worth at age... Let me intern for free W. Gregory Street, Pensacola, FL 32502, 1539 U.S. 98! & Hudson you want results work history, and more, I to. Qualified Professional for guidance before making any decisions about their personal situation 666 666 666 1000 722 NY.! After my money what happened to Bubba the love Sponge 666 1000 722 NY 10036 she helped me create first.
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andrew mcnair swan capital net worth
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