% It takes no faith to leave your money behind when you are gone. 666 777 722 666 610 722 666 943 Grow your business. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 0 277 277 500 500 350 556 1000 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. on WNRP-AM, 1620 Pensacola. 556 556 556 556 277 277 277 277 /FirstChar 30 610 556 556 556 556 500 556 500 Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. Phone: 850.380.9558, DAPHNE OFFICE Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 9 0 obj Long-Term Care Insurance 556 222 222 500 222 833 556 556 McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. 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. Lucas enjoys traveling and discovering new cultures. full terms and conditions and this month's choices. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. /Type /Font Are you working on any exciting new projects now? 297 556 576 228 248 520 248 833 prescreened financial advisors. Saturday mornings from 10-11 a.m. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Are you able to identify a point in your career when you started to see success? I am delighted to be working with Swan Capital. Our financial strategies and solutions are as unique as our clients. Find contact's direct phone number, email address, work history, and more. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. How BBB Processes Complaints and Reviews. We host seminars in the community to connect with others and share the importance of preparing for your financial future. Create tax-free cash flow. 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. By Andrew McNair, Investment Adviser /FontName /Arial 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. In the same year, he established the Veteran Benefit. 630 0 0 242 242 353 353 370 /Name /F3 Andrew has 3 jobs listed on their profile. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. 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. 666 666 610 277 277 277 469 556 610 277 277 556 277 889 610 610 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? Bob McNair initially built a. 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. Wealthminder then sends your request to our network of 3 Ways Online Reputation Management Can Help You with Google Reviews. << /CapHeight 500 She works hard behind the scenes to tailor your financial plan specifically for you! SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. The point in my career in which I started to see success was when I started to practice what I preached. 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. They do not refer, in any way, to securities or investment advisory products. If a financial advisor is interested in your business, they will submit a proposal to you. /Type /Outlines He has helped educate. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. We came with questions and left with answers. Why Coffee Is Not Just Coffee Since The Industrial Revolution. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. So, how much is Andrew McNair worth at the age of 42 years old? Try him, youll love him! He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Get competitive proposals from multiple advisors. I have thoroughly enjoyed working with Andrew. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. /Count 9 /First 78 0 R /Last 86 0 R 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. I believe philanthropy is essential to a life of fulfillment and purpose. 2053 Dauphin St. Ok. Schedule your vacations. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 556 556 556 556 556 556 889 556 Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. International Association of Better Business Bureaus. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Is there a takeaway or lesson that others can learn from that? 610 610 610 610 610 610 610 548 Looking forward to a continued relationship. 4 0 obj Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Owning the investments I recommend to clients is key. 556 556 333 500 277 556 500 722 Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Phone: 850.380.5137 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. 687 210 353 353 409 604 297 353 We should be seeking a professional that sees our personal situation everyday. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 6 0 obj 297 297 576 576 576 576 576 576 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. Similar Advisors 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 556 576 576 576 333 500 277 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. They could see right through my bogus conjecture and called me out on it. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Advisory services offered through SWAN Capital, LLC. Thank you so much for doing this with us! /XHeight 519 Lucas Juery | Portfolio Manager >> Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Annuities are not FDIC insured. Latest articles by Andrew McNair, Investment Adviser. Tell us what you like and we'll recommend books you'll love. 248 248 576 576 576 576 576 576 /Name /F2 << She seeks to maintain great rapport and trust within Swan Capital. How can our readers follow you on social media? Thats where you burnout. Dominate search results. The company`s management are Manager . Tell us what you like and we'll recommend books you'll love. Staff is kind and attentive. He is from United Kingdom. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. >> /FontFile2 10 0 R 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. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . This profile is powered by Birdeye. endobj of experience in the finance industry. Future US, Inc. Full 7th Floor, 130 West 42nd Street, They are approachable, personal & just down right easy to communicate with. 520 742 520 520 520 354 279 354 /FontBBox [ -580 -257 1473 1003 ] << How do I keep track of my reviews On Google? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! When we have any serious or specific health issues, we dont leave it up to our general practitioner. I tried to do my own investing and was mediocre at best. 333 1000 500 333 943 0 500 666 /Widths [ /Flags 32 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! its likely that they are either exclusively a broker or are unlicensed - please Can you give a story or example? This field is for validation purposes and should be left unchanged. 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. 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. /Ascent 921 /BaseFont /DDACTR+MicrosoftSansSerif,Bold In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. 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/ The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Will your legacy be a benefit or a burden to your loved ones? Thank you so much for joining us. Email this Business. 556 556 556 556 556 556 889 500 /Ascent 905 Create tax-free cash flow. 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. 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. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Olivia oversees case design. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. /FirstChar 32 277 333 474 556 556 889 722 237 107 W Gregory St, Pensacola, FL 32502 United States. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. 909 520 576 576 576 576 248 248 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. endobj /FontName /Arial NY 10036. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. and well try to help! Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 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. 333 1000 666 333 1000 0 610 0 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. 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