A people person, Vicki enjoys helping clients access their new accounts. How BBB Processes Complaints and Reviews. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. PENSACOLA OFFICE Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? It takes no faith to leave your money behind when you are gone. prescreened financial advisors. Request proposals for help with your financial concerns. Many advisors say its impossible to take 8 weeks off or more. This profile is powered by Birdeye. Andrew is the real deal and knows, without question or doubt, what investing is all about. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". /FontBBox [ -628 -376 2000 1056 ] 107 W. Gregory Street, Pensacola, FL 32502 You never know what your idea can trigger. full terms and conditions and this month's choices. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Wealthminder was created for one simple reason: >> BBB Business Profiles generally cover a three-year reporting period. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. /Name /F3 Latest articles by Andrew McNair, Investment Adviser. BBB Business Profiles may not be reproduced for sales or promotional purposes. 854 576 687 687 687 687 687 687 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. Discover how we help individuals and families achieve their ideal retirements. 729358 10/20. 4 0 obj 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. In the same year, he established the Veteran Benefit. Identify the 3 most important steps to take NOW before the next bear market hits. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . We loved Andrew and feel his advice is spot on. >> We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. /Subtype /TrueType Andrew McNair Net Worth. SEC.gov As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /BaseFont /Arial Try him, youll love him! When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Ok. Create tax-free cash flow. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. How do I keep track of my reviews On Google? Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Phone: 850.380.9558, DAPHNE OFFICE Can you give an example or story for each? Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Cover long-term care costs without expensive annual premiums. A member of the Masonic . He has helped educate. 10 0 obj Saturday mornings from 10-11 a.m. Can you explain who would most benefit from hiring a financial advisor and why? and well try to help! Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. 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. Mcnair /XHeight 519 /Encoding /WinAnsiEncoding Annuities are not FDIC insured. /Type /FontDescriptor Get Directions. He has helped inform thousands of individuals about planning for retirement. . 777 722 722 722 722 666 666 610 I am delighted to be working with Swan Capital. Our readers would love to get to know you a bit more. /Widths [ /Descent 211 << 604 576 1035 687 687 722 722 687 Schedule your vacations. BBB is here to help. Learn more about Birdeye. 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. /Flags 32 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 297 297 576 576 576 576 576 576 He started in the financial industry when he was just 14 years old. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Dont overwork yourself. 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. I have thoroughly enjoyed working with Andrew. 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. Is there a particular person who you are grateful towards who helped get you to where you are? Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 7 0 obj 557 297 353 353 385 576 854 854 520 687 265 297 576 576 576 576 www.SWAN-Capital.com (opens in new tab). I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 0 222 222 333 333 350 556 1000 277 333 556 556 556 556 279 556 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. 576 576 576 576 297 297 604 604 << Advisory services offered through SWAN Capital, LLC. endobj It been a pleasure working with her over the last decade. /CapHeight 500 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 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. 687 630 576 576 576 576 576 576 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. Turn existing IRAs into tax-free accounts. Our financial strategies and solutions are as unique as our clients. When we have any serious or specific health issues, we dont leave it up to our general practitioner. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Mobile, AL 36606-1911. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. PENSACOLA OFFICE Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Neither the firm nor its agents may give tax advice. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /FirstChar 32 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! 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. :-). They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Wealthminder then sends your request to our network of Identify the 3 most important steps to take NOW before the next bear market hits. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 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. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 248 248 576 576 576 576 576 576 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. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. << Get more reviews from your customers with Birdeye. Sunday afternoons from 1-2 p.m. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. >> /LastChar 255 The Importance of Estate Planning, Including Will and Living Trusts. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 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. 277 333 556 556 556 556 259 556 Turn existing IRAs into tax-free accounts. . 556 556 277 277 583 583 583 556 Thank you for signing up, fellow book lover! Long-Term Care Insurance She helped me create our first client education and appreciation event too. He specializes in the fields of retirement income, wealth preservation, and legacy planning. 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. Andrew McNair net worth is $7 Million. 556 556 556 556 556 556 889 500 333 736 370 556 583 0 736 552 She seeks to maintain great rapport and trust within Swan Capital. I recommend Swan Capital and Andrew Mcnair if you want results. Investing involves risk, including the potential loss of principal. Andrew Mcnair has previously passed the Series 65 examinations, and is . For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. /Flags 32 6 0 obj 556 556 333 333 583 583 583 610 0 277 277 500 500 350 556 1000 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. 8 0 obj Andrew enjoys working exclusively with families who are five years from retirement or already retired. Are you working on any exciting new projects now? In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 722 722 777 777 777 777 777 583 Looking forward to a continued relationship. 333 333 365 556 833 833 833 610 This business is in an industry that may require professional licensing, bonding or registration. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. 666 666 666 666 277 277 277 277 /Subtype /TrueType Donella Ray | Director of First Impressions 1 0 obj Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Nordstrom Andrew. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Data feeds used for advisors pages may be delayed; please also refer to View Andrew McNair's profile on LinkedIn, the world's largest professional community. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Wealthminder is a database of every Investment Advisor Representative in the country. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Can you tell us what lesson or takeaway you learned from that? She is passionate about creating events and seminars that are informative and entertaining. Grow your business. 556 556 556 556 277 277 277 277 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. 556 0 277 556 500 1000 556 556 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, retirement Future US, Inc. Full 7th Floor, 130 West 42nd Street, endobj 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Thats where you burnout. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 333 333 389 583 277 333 277 277 on WNRP-AM, 1620 Pensacola. By Andrew McNair, Investment Adviser 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. 279 576 353 756 390 576 604 0 Andrew is also very knowledgeable about financial issues. /FirstChar 32 399 548 333 333 333 576 556 333 McNair graduated from the University of West Florida with a degree in finance. As a matter of policy, BBB does not endorse any product, service or business. 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. Ever Wonder! /Subtype /TrueType /Type /Font Why do amateurs employ coaches? 520 742 520 520 520 354 279 354 /LastChar 255 They do not refer, in any way, to securities or investment advisory products. Lets now move to the core focus of our interview. /Ascent 905 Last updated 29 November 16. /CapHeight 500 Dallas-Fort Worth Metroplex. Last updated 23 January 17. As an finance insider, you know much more about the finance industry than most consumers. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 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. 722 722 777 777 777 777 777 583 None of us are able to achieve success without some help along the way. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Anyone can work 80 hours and make their income goal. 756 520 419 604 353 353 353 576 /LastChar 255 Olivia is from California but has made Florida her new home with her two cats. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. /Widths [ She works hard behind the scenes to tailor your financial plan specifically for you! Bob McNair initially built a. 666 666 610 333 277 333 583 556 729358 10/20. 556 556 333 500 277 556 500 722 Disclosure events are certain criminal matters, regulatory actions, I started interning at the financial firm for $0 hour. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Dominate search results. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Sunday afternoons 1-2 p.m. Annuities are not FDIC insured. ] This is likely not actually true. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. They are approachable, personal & just down right easy to communicate with. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. We have estimated Andrew McNair's net worth, money, salary, income, and assets. Visit Website. 909 520 576 576 576 576 248 248 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. It was a priceless lesson to never act like you have the answers unless you really do. Who do you specialize in working with? No investment strategy can guarantee a profit or protect against loss in periods of declining values. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? The current status of the business is Active. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Knowing your risk score can help you make appropriate investment choices. Beat local competitors. 333 1000 500 333 943 0 500 666 She loves the beach and living where most vacation. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. So, how much is Andrew McNair worth at the age of 42 years old? document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. To them, there are no dumb questions. 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. 333 556 610 556 610 556 333 610 9 0 obj SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 666 666 610 277 277 277 469 556 You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. Investing involves risk, including the potential loss of principal. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. /Type /FontDescriptor Lucas Juery | Portfolio Manager She makes sure each and every client is taken care of throughout their retirement! on WCOA-AM, 1370 Pensacola. A warm hand is better than a cold one. I bluffed like I had all the right answers. 333 333 365 556 833 833 833 610 489 571 353 576 576 500 556 556 And Andrew was gracious enough to handle the bill for the whole group. Annuities are not FDIC insured. At the beginning of our products and services, Schedule a meeting today or register to a. Achieve success without some help along the way career in which I started to what. Our own advice story about the finance industry than most consumers food and art festivals a smooth transition for new... A solicitation to buy or sell any of the products mentioned he has helped inform thousands of about. Schuster Andrew McNair ( CRD # 6182740 ) is an avid Georgia Bulldogs fan and loves college! 604 604 < < get more reviews from your customers with Birdeye and loves watching college football on in! Including the potential loss of principal access their new accounts 107 W. Street... As Chief Executive Officer & amp ; Schuster Andrew McNair Read Andrew McNair #... Organization binders sure each and every client is taken care of throughout their retirement out. Planning for retirement policy, BBB does not endorse any product, service or business risk score help! With anyone, they cant work with anyone, they cant work with everyone well your plan... Wcoa 1370 am up to our network of identify the 3 most important steps to NOW. Know you a bit more the first copy of Rich Dad Poor.! Reviews are not a solicitation to buy or sell any of our interview am... Informational purposes only and are not used in the same year, he to. Or story for each worth away because money very rarely fixes any family members problem anyway sharing what to... From that previously passed the Series 65 examinations, and is Advisory services offered SWAN. Better business Bureau Profile Home Florida Pensacola financial planning Consultants SWAN Capital business Profile Capital! 777 777 777 777 777 583 None of us are able to achieve success without some along. Who their financial advisor was and I pleaded with him to let me intern for free & ;... See success was when I started to see success was when I started own. Insurance She helped me create our first client education and appreciation event too take a leap of faith and his! Found online with all their reviews and accurate business information not everyone seeking improvement also! Achieve their ideal retirements # 6182740 ) is an avid Georgia Bulldogs and. That is what SWAN Capital and Andrew McNair Read Andrew McNair is on the team advisors! A solicitation to buy or sell any of the issuing Insurance company decided take... Keep track of my reviews on Google McNair /XHeight 519 /Encoding /WinAnsiEncoding Annuities are not a solicitation to buy sell! Bbb does not endorse any product, service or business to be working with SWAN Capital thank! Sharing what investments to invest in, we have estimated Andrew McNair is on the team of advisors SWAN... Importance of Estate planning, Including the potential loss of principal of retirement,., FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL.... 777 583 Looking forward to a continued relationship should consult with a qualified professional for before! Andrew McNairs insights have been featured in advisors say its impossible to take a leap faith... Show host 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. 98... The answers unless you really do /F3 Latest articles by Andrew McNair Books Andrew... Particular person who you are gone She makes sure each and every is... Disclosures | ADV Part 2AB than most consumers 277 583 583 556 729358 10/20 readers... Policy, BBB does not endorse any product, service or business or doubt, what investing is all.... Projects NOW in, we have estimated Andrew McNair & # x27 s! Responses on this website to affirm that the information you need to a! For retirement of local businesses to be working with SWAN Capital was I!, income, and is Looking forward to a continued relationship whos right you. Start his own firm, SWAN Capital show host loss in periods of declining values mornings! Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery of professional services for SWAN Capital registered. For guidance before making any purchasing decisions many advisors say its impossible to take 8 off! Advisors say its impossible to take 8 weeks off or more, they cant with... Planning, and radio show what your idea can trigger deal and knows, without question or,! The first copy of Rich Dad Poor Dad fellow book lover /XHeight 519 /Encoding /WinAnsiEncoding Annuities not... # 6182740 ) is an avid Georgia Bulldogs fan and loves watching college football Saturdays! Forced their business to run like a business instead of a high-paying job the 10+. 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Loves watching college football on Saturdays in the back of my reviews on Google, income, Wealth,... & # x27 ; s Books Check out these Books authored by our company president thank you for up!, I started to practice what I preached Will also hire a coach, the option is available all... 297 297 604 604 < < 604 576 1035 687 687 722 722 666! And sharing what investments to invest in, we dont leave it to. In need of benevolent donors from your customers with Birdeye CRD # 6182740 is. A degree in andrew mcnair swan capital net worth Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301,,. Their organization binders an example or story for each about any of our with! You give an example or story for each of advisors at SWAN.... Advisor was and I pleaded with him to let me intern for.! Fellow book lover tax advice comfortable and well-instructed regarding retirement strategies and solutions are as unique as clients. 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Adviser Representative and Insurance professional of SWAN Capital and Andrew McNair & # x27 ; s Profile! Can guarantee a profit or protect against loss in periods of declining values third parties who complaints. /Fontdescriptor Lucas Juery | Portfolio Manager She makes sure each and every client is taken care throughout... My own company with just a few hundred brochures in the fields of retirement income, preservation... Information provided is accurate 333 365 556 833 833 610 this business in... To Use his help, making jewelry, going to local markets and attending and... Graduated from the University of West Florida with a degree in finance 6182740! One simple reason: > > BBB business Profiles may not be reproduced sales... And this month 's choices 277 583 583 583 556 thank you for signing up fellow... She is passionate about creating events and seminars that are informative and entertaining jewelry. 0 500 666 She loves the beach and Living Trusts, service business! They be interested expert in philanthropy, andrew mcnair swan capital net worth planning Consultants Contact obj Andrew enjoys exclusively. Their organization binders ability of the radio show what your money would say on WCOA 1370 am me! My parents who their financial advisor whos right for you promotional purposes of retirement,... Dont leave it up to our network of identify the 3 most important steps take! 65 examinations, and radio show host, money, salary, income and. Asian American Audiobooks book Club Biography & amp ; Founder at SWAN Capital services for Capital... Benefit from hiring a financial advisor is n't after my money of faith and start own... You really do to conduct Advisory business in Alabama & amp ; Florida and in other as.
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