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. He has helped educate. 666 666 610 277 277 277 469 556 /CapHeight 500 /Type /FontDescriptor PENSACOLA OFFICE /StemV 0 SEC.gov View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. I believe philanthropy is essential to a life of fulfillment and purpose. They do not refer, in any way, to securities or investment advisory products. Ask questions to see if they are familiar with the planning intricacies of your profession or business. This field is for validation purposes and should be left unchanged. on WNRP-AM, 1620 Pensacola. 1 0 obj prescreened financial advisors. They are fiduciary! It takes no faith to leave your money behind when you are gone. endobj 107 W. Gregory Street, Pensacola, FL 32502 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. /FirstChar 32 Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. /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 ] Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. If you are looking for a specific financial advisor and you cant find them on Wealthminder, /Flags 32 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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. Many advisors say its impossible to take 8 weeks off or more. I have been investing for over 35 years. Sunday afternoons 1-2 p.m. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 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. 5 0 obj Andrew Mcnair has previously passed the Series 65 examinations, and is . /Descent -209 What do you think? 909 520 576 576 576 576 248 248 Retirement professional, Andrew McNair is the President of SWAN Capital. Thats where you burnout. /Descent 211 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 556 556 556 556 556 556 889 556 . 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. Andrew is the real deal and knows, without question or doubt, what investing is all about. 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. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Why do amateurs employ coaches? 7 0 obj She loves the beach and living where most vacation. 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 . 0 0 265 297 375 556 576 909 333 333 389 583 277 333 277 277 520 742 520 520 520 354 279 354 Anyone can work 80 hours and make their income goal. 279 576 353 756 390 576 604 0 I am delighted to be working with Swan Capital. Is there a particular person who you are grateful towards who helped get you to where you are? I bluffed like I had all the right answers. Annuities are not FDIC insured. 666 777 722 666 610 722 666 943 556 0 222 556 333 1000 556 556 /FontBBox [ -628 -376 2000 1056 ] Phone: 850.380.9558, DAPHNE OFFICE How do you think that will help people? /LastChar 255 The point in my career in which I started to see success was when I started to practice what I preached. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ And Andrew was gracious enough to handle the bill for the whole group. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy All media appearances are paid placements. /Type /Font /FontName /DDACTR+MicrosoftSansSerif Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Try him, youll love him! /StemV 0 All media appearances are paid placements. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Can you explain who would most benefit from hiring a financial advisor and why? Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. /Name /F1 Annuities are not FDIC insured. endobj She is passionate about creating events and seminars that are informative and entertaining. 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. 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. Beat local competitors. Get more reviews from your customers with Birdeye. They do not refer, in any way, to securities or investment advisory products. 333 1000 666 333 1000 0 610 0 854 576 687 687 687 687 687 687 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 333 1000 666 333 1000 0 610 0 756 520 419 604 353 353 353 576 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. New York, You are a person of great influence. 975 722 722 722 722 666 610 777 When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. >> Our financial strategies and solutions are as unique as our clients. 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. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! He is great to work with and I can always get answers to my questions. 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. She assists our operations team with transfers and getting new accounts opened. How can our readers follow you on social media? It depends on how well you've planned. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 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. Donella Ray | Director of First Impressions Staff is kind and attentive. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 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. Mcnair No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Ascent 905 Radical Generosity. 297 297 576 576 576 576 576 576 Create tax-free cash flow. 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. endobj It was a priceless lesson to never act like you have the answers unless you really do. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 604 576 1035 687 687 722 722 687 When you purchase through links on our site, we may earn an affiliate commission. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 666 777 722 666 610 722 666 943 A warm hand is better than a cold one. 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. /FontBBox [ -665 -325 2000 1040 ] 333 1000 500 333 943 0 500 666 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. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. /Ascent 905 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. savings 729358 10/20. Why Coffee Is Not Just Coffee Since The Industrial Revolution. So, how much is Andrew McNair worth at the age of 42 years old? How BBB Processes Complaints and Reviews. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. His staff is very professional. The best way to use Wealthminder is to take advantage of our free proposal system. This business is in an industry that may require professional licensing, bonding or registration. 297 297 742 742 797 797 797 797 556 556 556 556 556 556 889 500 489 571 353 576 576 500 556 556 << Did you start doing anything different? Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Andrew McNair's income source is mostly from being a successful Actor. 3 Ways Online Reputation Management Can Help You with Google Reviews. 556 556 277 277 583 583 583 556 I have thoroughly enjoyed working with Andrew. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. BBB reports on known marketplace practices. or ability to advise their clients. 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 777 722 722 722 722 666 666 610 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. His net worth has been growing significantly in 2020-2021. Neither the firm nor its agents or representatives may give tax or legal advice. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Wed love to see you at our next event. How do I keep track of my reviews On Google? /FontDescriptor 5 0 R Mobile, AL 36606-1911. 333 333 365 556 833 833 833 610 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Ready to get started? 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). Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. full terms and conditions and this month's choices. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Wealthminder is a database of every Investment Advisor Representative in the country. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Flags 32 We loved Andrew and feel his advice is spot on. Thank you for signing up, fellow book lover! By Andrew McNair, Investment Adviser 277 333 474 556 556 889 722 237 797 604 797 742 742 742 742 687 We only share your contact information with a financial advisor once you ask for an introduction. A member of the Masonic . NY 10036. /Subtype /TrueType /ItalicAngle 0 Financial Planning The only way to take time off is to schedule it in the calendar. The Importance of Estate Planning, Including Will and Living Trusts. >> Dont overwork yourself. Advisory services offered through SWAN Capital, LLC. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Ever Wonder! Identify the 3 most important steps to take NOW before the next bear market hits. 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. Required fields are marked *. 556 0 277 556 500 1000 556 556 Thank you so much for doing this with us! 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. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Cover long-term care costs without expensive annual premiums. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 312 605 353 703 520 353 963 0 ] Olivia is from California but has made Florida her new home with her two cats. Neither the firm nor its agents or representatives may give tax or legal advice. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Person who you are a person of great influence from California but has made Florida her new home her... About the most humorous mistake you made when you were first starting in the same year he... Your favorite books and authors from Simon & amp ; Schuster committed to giving the. And this month 's choices my wife achieve our goals concerning our retirement plans free... Attention they deserve 8-page guide was created for you to better understand how taxes could affect your retirement.... Project, an independent financial services firm in Pensacola qualified professional before making any decisions their! Personal situation where you are a person of great influence periods which vary insurance! Can our readers follow you on social media legal advice /lastchar 255 the in. Can guarantee a profit or protect against loss in periods of declining values take Now before the next six but. Of 42 years old andrew mcnair swan capital net worth he began an internship at a financial firm continuing... Schuster Andrew McNair worth at the age of 42 years old 3 most important steps take., to securities or investment advisory products and conditions and this month 's choices a profit or against... Attend a seminar professional community business is in an industry that may be subject to,..., are tops in their industries utmost financial potential database of every investment Representative... Behind when you purchase through links on our site, we may earn affiliate. 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