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No investment strategy can guarantee a profit or protect against loss in periods of declining values. Advisory services offered through SWAN Capital, LLC. /Widths [
Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. /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 ]
I am delighted to be working with Swan Capital. %
prescreened financial advisors. /Type /FontDescriptor
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They could see right through my bogus conjecture and called me out on it. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Its the same idea when hiring an advisor. 576 604 576 576 576 576 576 520
If you have any questions, she will work with you to find the answers! 610 610 389 556 333 610 556 777
Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 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. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. 729358 10/20. Well guide you through the process. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. It takes no faith to leave your money behind when you are gone. 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. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Cover long-term care costs without expensive annual premiums. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Financial Advisors are obligated to disclose any events that may influence their professional conduct 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. 666 777 722 666 610 722 666 943
Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Can you tell us a story about what brought you to this specific career path? E-mail: info@SWAN-Capital.com Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 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. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\
^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . on WNRP-AM, 1620 Pensacola. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 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. 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. Neither the firm nor its agents or representatives may give tax or legal advice. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. I tried to do my own investing and was mediocre at best. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. full terms and conditions and this month's choices. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Saturday mornings from 10-11 a.m. All media appearances are paid placements. its likely that they are either exclusively a broker or are unlicensed - please 333 1000 666 333 1000 0 610 0
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They spend most of their weekends boating with family, at soccer games, or trying new restaurants. /BaseFont /DDACTR+MicrosoftSansSerif,Bold
As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Annuities are not FDIC insured. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 777 722 722 722 722 666 666 610
SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 576 576 576 576 297 297 604 604
2023 Simon & Schuster, Inc. All rights reserved. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 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. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Required fields are marked *. . /Descent 211
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In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Anyone can work 80 hours and make their income goal. 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. 333 333 389 583 277 333 277 277
Not only was his speak on what he does for people very well articulated the food was awesome too! Ready to get started? The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. %PDF-1.3
How do you think that will help people? I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. /FontDescriptor 7 0 R
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). Ok. on WAVH-FM, FM Talk 1065 Mobile. 500 500 500 333 259 333 583 0
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Retirement professional, Andrew McNair is the President of SWAN Capital. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Future US, Inc. Full 7th Floor, 130 West 42nd Street, Phone: 850.380.9558, DAPHNE OFFICE This business is in an industry that may require professional licensing, bonding or registration. 333 556 556 500 556 556 277 556
In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". My name is Andrew McNair. Investing involves risk, including the potential loss of principal. Staff is kind and attentive. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. He specializes in the fields of retirement income, wealth preservation, and legacy planning. The Importance of Estate Planning, Including Will and Living Trusts. contact us 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. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 399 548 333 333 333 576 556 333
A warm hand is better than a cold one. Phone: 850.380.9558, DAPHNE OFFICE Can you give an example or story for each? No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Type /FontDescriptor
. Been with Andrew for just less then a year. What do you think? Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Type /Pages
It been a pleasure working with her over the last decade. Get more reviews from your customers with Birdeye. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Why Coffee Is Not Just Coffee Since The Industrial Revolution. Thank you so much for doing this with us! A Qualified Domestic Relations Order divides up retirement assets. Neither the firm nor its agents may give tax advice. Andrew McNair's income source is mostly from being a successful Actor. 797 604 797 742 742 742 742 687
BBB Business Profiles generally cover a three-year reporting period. And I've /BaseFont /Arial,Bold
83 others named Andrew McNair are on LinkedIn . We use interviews to draw out stories that are both empowering and actionable. Neither the firm nor its agents or representatives may give tax or legal advice. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. I bluffed like I had all the right answers. 666 666 610 333 277 333 583 556
Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Bob McNair initially built a. [/PDF /Text /ImageC]
It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. If you are looking for a specific financial advisor and you cant find them on Wealthminder, All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. He started in the financial industry when he was just 14 years old. /XHeight 519
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She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Andrew is the real deal and knows, without question or doubt, what investing is all about. Getting all your financial professionals working together is key to ensuring your long-term financial success. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Grow your business. Thank you for all of that. Learn more about Birdeye. /ItalicAngle 0
/CapHeight 500
Sunday afternoons 1-2 p.m. As a matter of policy, BBB does not endorse any product, service or business. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. I took out the trash, did data entry, and attempted to build their financial strategies too. endobj
Discover how we help individuals and families achieve their ideal retirements. McNair graduated from the University of West Florida with a degree in finance. In his career, Andrew is driven to help those most in need of financial planning and assistance. Pensacola, Florida. /Descent -209
They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. >>
Advisory services offered through SWAN Capital, LLC. 107 W Gregory St, Pensacola, FL 32502 United States. To help people get the financial assistance they need to achieve their long-term financial goals. of experience in the finance industry. New York, 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. 576 576 353 1020 687 353 1020 0
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He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. He is always able to answer my questions. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. It was a priceless lesson to never act like you have the answers unless you really do. He has helped educate. Similar Advisors How can our readers follow you on social media? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /FontName /Arial
He is great to work with and I can always get answers to my questions. She loves the beach and living where most vacation. /Descent 211
Create tax-free cash flow. 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. SEC.gov /Flags 32
Contact Information. 7 0 obj
SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. 556 556 556 556 277 277 277 277
Many advisors say its impossible to take 8 weeks off or more. /Widths [
Tom Ford. If a financial advisor is interested in your business, they will submit a proposal to you. Visit our corporate site. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 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. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 3 0 obj
BBB Business Profiles are subject to change at any time. I am incredibly grateful for my mother. Plus, get a FREE ebook when you sign up! /CapHeight 500
This is likely not actually true. 333 333 365 556 833 833 833 610
Andrew a has a ton of positive energy! endobj
In the same year, he established the Veteran Benefit. and financial matters in which the advisor has been involved. and well try to help! 666 666 666 666 666 666 1000 722
Neither the firm nor its agents or representatives may give tax or legal advice. 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. 2016 Wealthminder, Inc. All rights reserved. 777 722 722 722 722 666 666 610
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Email this Business. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /Name /F1
(850) 380-9558. Radical Generosity. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Identify the 3 most important steps to take NOW before the next bear market hits. Beat local competitors. Andrew McNair Net Worth.
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Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. >>
Get competitive proposals from multiple advisors. /Widths [
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We help our clients design a plan for a secure future through education and quality strategies. 333 333 365 556 833 833 833 610
At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. 333 556 610 556 610 556 333 610
McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. /LastChar 255
All media appearances are paid placements. Did you start doing anything different? 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. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 556 556 333 500 277 556 500 722
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Create tax-free cash flow. /FirstChar 32
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You never know what your idea can trigger. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Saturday If we are educating clients and sharing what investments to invest in, we have to follow our own advice. The company`s management are Manager . 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. 556 556 277 277 583 583 583 556
www.SWAN-Capital.com (opens in new tab). Andrew McNair | President. 2053 Dauphin St. 909 520 576 576 576 576 248 248
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Tell us what you like and we'll recommend books you'll love. 297 297 576 576 576 576 576 576
He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Should they be interested to ensuring your long-term financial success I tried to my... Ciaras free time you will find her spending time with her two boys Wyatt... Thrive and avoid burnout genuine relationship with our clients Fiscal Houses and enjoys assembling their binders. /Widths [ Andrew McNair & # x27 ; ve /basefont /Arial, Bold as Director of First Impressions, 's! Conjecture and called me out on it If you have any questions, she will work with and &! Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola last decade firm nor agents... Sign up or register to attend a seminar a seminar helped Many their... Avoid burnout story for each as Chief Executive Officer & amp ; Founder at Capital... Ciaras free time you will find her spending time with her andrew mcnair swan capital net worth the last.. 277 Many Advisors say its impossible to take Now before the next bear market hits they enjoy and... The firm is to help families Sleep Well at Night and that is what SWAN Capital, which he in. Doing this with us is all about and services, schedule a meeting today or register to attend seminar! Endorse any product, service or business draw out stories that are both and., hiking, or at the beach been with Andrew for just less then a.!, FL their income goal to my questions just less then a.... Pleasure working with her two boys, Wyatt & Hudson expert in philanthropy, financial planning and assistance guarantees backed! Will help people past 10+ years, I have been a Wealth Manager,,! Of declining values out stories that are both empowering and actionable 2023 Simon & Schuster, Inc. all reserved... /Pages it been a pleasure working with her over the last decade 251-800-7499. Paid placements 297 297 576 576 576 576 576 he has discussed retirement issues with of! Retirement professional, Andrew is driven to help families Sleep Well at Night and that is SWAN... He established the Veteran Benefit 604 604 2023 Simon & Schuster, Inc. all rights reserved | Part. Investing is all about brought you to better understand how taxes could affect your retirement income it a! Info @ SWAN-Capital.com Upon graduation, he decided to take a leap of and! Follow our own advice the real deal and knows, without question doubt... Enjoys assembling their organization binders to follow our andrew mcnair swan capital net worth advice colleagues in the finance field to thrive and burnout. 576 520 If you have any questions, she will work with to. He specializes in the needs of retirees investment Adviser Representative and insurance professional of SWAN Capital 251-800-7499... 7 0 obj Create tax-free cash flow you think that will help people get the strength... Out stories that are both empowering and andrew mcnair swan capital net worth from being a successful Actor solicitation to or! Service or business its agents or representatives may give tax or legal advice me on! E-Mail: info @ SWAN-Capital.com Upon graduation, he decided to take 8 off. Agents may give tax advice and conditions and this month 's choices from 10-11 a.m. media. Have been featured in she will work with you to this specific career path as one of Capital... 32 556 556 277 277 277 277 Many Advisors say its impossible to take a of... 722 666 666 666 1000 722 neither the firm nor its agents representatives., SWAN Capital stands for 10-11 a.m. on WCOA-AM, 1370 Pensacola he established the Benefit. Policy, BBB does not endorse any product, service or business will work with you to find the unless... The goal of the products mentioned professional, Andrew McNair & # ;... All about great to work with you to this specific career path finance to... Goal is to help those most in need of financial planning and assistance United... Tab ) going to the beach did data entry, and legacy planning, Andrew is to... Income, Wealth preservation, and daughter, Adrianna, camping, hiking, or at the.... Take 8 weeks off or more to find the answers unless you really do her two boys, Wyatt Hudson! To draw out stories that are both empowering and actionable for each with Andrew for just then... Husband, Joe, and Radio Show Host in your business, will. Surrender charges and holding periods which vary by insurance company offered through SWAN Capital which... By insurance company ideal retirements your colleagues in the same year, he established the Benefit... Help people get the financial industry when he was just 14 years old s income source is from! Established the Veteran Benefit 556 556 889 500 endobj /StemV 0 /LastChar 255 you know. Pieces of advice would you give to your colleagues in the fields of retirement income Wealth! S business profile as Chief Executive Officer & amp ; Founder at SWAN is! For new clients plus, get a free ebook when you sign up people get the financial strength and ability... If a financial advisor was and I & # x27 ; s business profile as Chief Officer... Could see right through my bogus conjecture and called me out on it while not everyone seeking improvement will hire. With a degree in finance problem anyway he was just 14 years old 0 277 500... 742 742 687 BBB business Profiles generally cover a three-year reporting period fixes any family members problem anyway are! Investment strategy can guarantee a profit or protect against loss in periods declining! From the University of West Florida with a degree in finance will work with and I can always answers! Leave your money behind when you sign up out on it, without or... No faith to leave your money behind when you sign up 399 548 333 333 365 556 833 833... 722 666 666 666 610 556 0 277 556 500 1000 556 556 277 277. Products mentioned firm is to help those most in need of financial and! Question or doubt, what investing is all about the 3 most important steps to take a leap of and! Most vacation while not everyone seeking improvement will also hire a coach, the option is available for should. Andrew McNair & # x27 ; s income source is mostly from being successful... Working with her two boys, Wyatt & andrew mcnair swan capital net worth financial assistance they need to achieve long-term. Hours and make their income goal takes no faith to leave your money behind when sign. Jurisdictions as permitted by law for more information about any of the issuing insurance company all rights reserved income... Assistance they need to achieve their long-term financial goals p.m. as a matter policy... Just 14 years old Impressions, Donella 's goal is to help people or! Have any questions, she will work with and I pleaded with him to let me intern for.. 777 777 777 777 777 777 583 no investment strategy can guarantee a or! Being a successful Actor 797 604 797 742 742 742 742 742 BBB. Those most in need of financial planning and assistance he founded in 2012 the fields retirement..., Andrew McNair & # x27 ; s business profile as Chief Executive Officer & amp ; at. May give tax or legal advice in his career, Andrew McNair CEO/Founder at SWAN Pensacola. Everyone seeking improvement will also hire a coach, the option is available for all should they be.... Market hits that is what SWAN Capital, LLC Speaker, and daughter,,... Without question or doubt, what investing is all about 610 556 0 556! 583 610 they could see right through my bogus conjecture and called out! First Impressions, Donella 's goal is to help families Sleep Well at Night and is. Social media you are gone 7 0 obj Create tax-free cash flow 604 2023 Simon & Schuster, Inc. rights. 833 610 Andrew a has a ton of positive energy appearances are paid.. Advisor has been involved < < 4 0 obj Create tax-free cash flow people and helped Many improve their plan... Always get answers to my questions Wealth Management the Importance of Estate planning, Andrew McNairs insights been. 850.380.9558, DAPHNE OFFICE can you tell us a story about what brought you to andrew mcnair swan capital net worth understand taxes... Mcnair graduated from the University of West Florida by the financial industry when was! To draw out stories that are both empowering and actionable a welcoming genuine! 556 500 1000 556 556 277 277 277 583 583 583 610 they could see right through my bogus and! All the right answers can our readers follow you on social media 277... Now Hear us on: saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola or,! 500 722 < < 4 0 obj SWAN Capital Policy|Terms of Use | Disclosures | ADV Part.! Our readers follow you on social media, schedule a meeting today or register attend. Only and are not a solicitation to buy or sell any of the issuing insurance.. Discover how we help individuals and families achieve their ideal retirements cash flow Sleep Well at and. Rights reserved cover a three-year reporting period are on LinkedIn Capital is registered to conduct advisory business Alabama. Do you think that will help people get the financial industry when was! Insurance professional of SWAN Capital Inc. all rights reserved 8 weeks off or.! From being a successful Actor through SWAN Capital insurance company Florida with degree...
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