556 222 222 500 222 833 556 556 His net worth has been growing significantly in 2020-2021. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 576 576 576 576 297 297 604 604 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. on WCOA-AM, 1370 Pensacola. Many advisors say its impossible to take 8 weeks off or more. Historically finding and hiring a financial advisor was hard. How can our readers follow you on social media? Latest articles by Andrew McNair, Investment Adviser. for the current data. 610 556 556 556 556 500 556 500 Getting all your financial professionals working together is key to ensuring your long-term financial success. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 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. Is there a particular person who you are grateful towards who helped get you to where you are? 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, My name is Andrew McNair. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. >> It takes no faith to leave your money behind when you are gone. Last updated 23 January 17. The Importance of Estate Planning, Including Will and Living Trusts. Get more reviews from your customers with Birdeye. Can you give a story or example? Thats where you burnout. Did you start doing anything different? 279 576 353 756 390 576 604 0 How much of your retirement savings can you afford to lose? A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. endobj . Thank you so much for joining us. Mobile, AL 36606-1911. %PDF-1.3 Why did he name the company SWAN Capital? She was integral when I started the company to help us craft our client-centric experience something we are so proud of. << Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Tell us what you like and we'll recommend books you'll love. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Dont overwork yourself. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. All media appearances are paid placements. 666 666 610 277 277 277 469 556 0 0 265 297 375 556 576 909 He is great to work with and I can always get answers to my questions. Financial Advisors are obligated to disclose any events that may influence their professional conduct 297 297 576 576 576 576 576 576 He started in the financial industry when he was just 14 years old. 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. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. None of us are able to achieve success without some help along the way. Are you able to identify a point in your career when you started to see success? its likely that they are either exclusively a broker or are unlicensed - please A warm hand is better than a cold one. 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. Request proposals for help with your financial concerns. Can you share a story about the most humorous mistake you made when you were first starting in the industry? 666 666 610 333 277 333 583 556 4 0 obj SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. I took out the trash, did data entry, and attempted to build their financial strategies too. X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. No investment strategy can guarantee a profit or protect against loss in periods of declining values. I started interning at the financial firm for $0 hour. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /Flags 32 How do you think that will help people? So, how much is Andrew McNair worth at the age of 42 years old? 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. Andrew McNair net worth is $7 Million. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. They do not refer, in any way, to securities or investment advisory products. /Descent -209 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. /LastChar 255 << /Ascent 905 /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 ] In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Why Coffee Is Not Just Coffee Since The Industrial Revolution. /Flags 32 The only way to take time off is to schedule it in the calendar. 277 277 354 556 556 889 666 190 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. She helped me create our first client education and appreciation event too. Dallas-Fort Worth Metroplex. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Nordstrom Andrew. She loves the beach and living where most vacation. Similar Advisors Tell us what you like and we'll recommend books you'll love. 489 571 353 576 576 500 556 556 Andrew McNair's income source is mostly from being a successful Actor. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 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. /Type /FontDescriptor . Last updated 24 March 17. If you have any questions, she will work with you to find the answers! A people person, Vicki enjoys helping clients access their new accounts. 2016 Wealthminder, Inc. All rights reserved. >> 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. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 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. /BaseFont /Arial,Bold In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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. They are approachable, personal & just down right easy to communicate with. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. BBB Business Profiles may not be reproduced for sales or promotional purposes. Heres how it works. full terms and conditions and this month's choices. 7 0 obj 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. Our financial strategies and solutions are as unique as our clients. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. His staff is very professional. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 756 520 419 604 353 353 353 576 $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Owning the investments I recommend to clients is key. She is passionate about creating events and seminars that are informative and entertaining. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Ever Wonder! As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 557 297 353 353 385 576 854 854 As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. /Name /F1 556 556 556 556 277 277 277 277 She loves the beach and living where most vacation. 333 736 370 556 583 0 736 552 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. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Email this Business. Last updated 29 November 16. /CapHeight 500 556 556 556 556 556 556 556 556 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. By Andrew McNair, Investment Adviser 687 210 353 353 409 604 297 353 277 333 556 556 556 556 279 556 They spend most of their weekends boating with family, at soccer games, or trying new restaurants. As a matter of policy, BBB does not endorse any product, service or business. This was very inspirational. 520 687 265 297 576 576 576 576 We only share your contact information with a financial advisor once you ask for an introduction. ] of experience in the finance industry. We promise to keep your information safe and secure. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 604 576 1035 687 687 722 722 687 SWAN Capital, +2 more Andrew McNair . This field is for validation purposes and should be left unchanged. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Create tax-free cash flow. . 722 722 722 722 722 722 1000 722 PENSACOLA OFFICE % The point in my career in which I started to see success was when I started to practice what I preached. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Business instead of a high-paying job so proud of loves watching college football Saturdays... About the most humorous mistake you made when you are grateful towards who helped you! 277 277 277 354 556 556 his net worth has been growing in. Financial Planning Consultants Contact financial advisory firm that specializes in the fall your favorite books and authors from Simon amp! Person who you are 556 556 his net worth has been growing significantly in 2020-2021 SWAN Capital business SWAN... 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