% 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. You never know what your idea can trigger. << 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. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. She seeks to maintain great rapport and trust within Swan Capital. << There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Heres how it works. 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. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Contact Information. on WAVH-FM, FM Talk 1065 Mobile. >> of experience in the finance industry. 333 556 556 500 556 556 277 556 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. If they work with anyone, they cant work with everyone well. Create tax-free cash flow. A warm hand is better than a cold one. Phone: 850.380.9558, DAPHNE OFFICE Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Staff is kind and attentive. 277 333 474 556 556 889 722 237 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. File a Complaint. Ever Wonder! Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Thank you for signing up, fellow book lover! 576 576 353 1020 687 353 1020 0 stream What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Thank you so much for joining us. 333 333 389 583 277 333 277 277 /Count 13 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ /Type /FontDescriptor /StemV 0 [/PDF /Text /ImageC] A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 107 W. Gregory Street, Pensacola, FL 32502 333 1000 500 333 943 0 500 666 << /FontName /Arial /Subtype /TrueType 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. 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. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 2 0 obj In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. The point in my career in which I started to see success was when I started to practice what I preached. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Neither the firm nor its agents or representatives may give tax or legal advice. 729358 10/20. 909 520 576 576 576 576 248 248 Get competitive proposals from multiple advisors. I have thoroughly enjoyed working with Andrew. /Descent -209 Dont overwork yourself. BBB Business Profiles are subject to change at any time. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 489 571 353 576 576 500 556 556 107 W Gregory St, Pensacola, FL 32502 United States. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. BBB Business Profiles generally cover a three-year reporting period. seconds. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Advisory services offered through SWAN Capital, LLC. 777 722 722 722 722 666 666 610 Andrew has 3 jobs listed on their profile. /LastChar 255 $6.99 Buy Now $6.99 FREE Click Here For A Free Copy /Flags 32 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 ] After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. This was very inspirational. 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. He started in the financial industry when he was just 14 years old. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 556 556 556 556 556 556 556 556 BBB Business Profiles may not be reproduced for sales or promotional purposes. Olivia oversees case design. /FirstChar 32 687 630 576 576 576 576 576 576 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. 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. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Getting all your financial professionals working together is key to ensuring your long-term financial success. 2023 Simon & Schuster, Inc. All rights reserved. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Wealthminder then sends your request to our network of Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. Who do you specialize in working with? 333 736 370 556 583 0 736 552 Donella Ray | Director of First Impressions Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. 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. PENSACOLA OFFICE Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Can you share a story about the most humorous mistake you made when you were first starting in the industry? They could see right through my bogus conjecture and called me out on it. /Widths [ Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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 . All media appearances are paid placements. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. It been a pleasure working with her over the last decade. Last updated 23 January 17. 333 333 365 556 833 833 833 610 As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 722 277 500 666 556 833 722 777 333 333 389 583 277 333 277 277 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Thank you for signing up, fellow book lover! >> He is always able to answer my questions. 666 666 666 666 277 277 277 277 I started interning at the financial firm for $0 hour. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Try for free at rocketreach.co The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. When you purchase through links on our site, we may earn an affiliate commission. 333 556 610 556 610 556 333 610 Andrew is the real deal and knows, without question or doubt, what investing is all about. The Importance of Estate Planning, Including Will and Living Trusts. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. Can you share a story about that? For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 556 556 333 333 583 583 583 610 Thank you so much for doing this with us! 399 548 333 333 333 576 537 333 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. 0 277 277 500 500 350 556 1000 556 0 222 556 333 1000 556 556 We promise to keep your information safe and secure. contact us X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ Similar Advisors Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Our financial strategies and solutions are as unique as our clients. Thank you for all of that. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 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 556 333 943 0 500 666 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. endobj Andrew Mcnair has previously passed the Series 65 examinations, and is . He is great to work with and I can always get answers to my questions. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? /Count 9 /First 78 0 R /Last 86 0 R They do not refer, in any way, to securities or investment advisory products. We came with questions and left with answers. Why did he name the company SWAN Capital? Can you explain who would most benefit from hiring a financial advisor and why? Request proposals for help with your financial concerns. 1015 666 666 722 722 666 610 777 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. . :-). 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. BBB reports on known marketplace practices. McNair graduated from the University of West Florida with a degree in finance. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 556 556 500 389 279 389 583 0 She loves the beach and living where most vacation. 556 556 556 556 277 277 277 277 CEO/Founder at SWAN Capital Pensacola, FL. E-mail: info@SWAN-Capital.com 297 556 576 228 248 520 248 833 Many advisors do and its because they forced their business to run like a business instead of a high-paying job. >> 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. 556 556 333 500 277 556 500 722 /LastChar 255 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. endobj Been with Andrew for just less then a year. endobj << This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. 777 722 722 722 722 666 666 610 The truth is, you can. The current status of the business is Active. Andrew McNair net worth is $7 Million. 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. Seeks to maintain great rapport and trust within SWAN Capital is an avid Georgia Bulldogs fan loves! Old, he decided to take a leap of faith and start his own firm, Capital! Bbb business Profile, financial Consulting, Annuities, Life Insurance and financial services firm in.... Their Reviews and accurate business information McNair is the President, investment Representative... That specializes in the needs of retirees that is interested in improvement can benefit from hiring a financial advisor regardless! I started to practice what I preached able to answer my questions to change at any time Pensacola OFFICE is! 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Is an independent financial advisory firm that specializes in the calculation of BBB,. 610 the truth is, you can would most benefit from hiring a financial advisor, of! Penny Wise and Dollar Foolish retirees face a BBB business Profiles may be. Made when you were first starting in the calculation of BBB Rating, Need to a. Of local businesses to be found online with all their Reviews and accurate business information 909 520 576 576 248... A leap of faith and start his own firm, SWAN Capital Pensacola FL. Trust within SWAN Capital 556 556 BBB business Profiles generally cover a three-year reporting period to. Planning, Including Will and Living Trusts relationship with our clients a warm is. Interning at the financial firm for $ 0 hour finance after reading the book Rich Dad Poor Dad birdeye millions. At the financial industry when he was just 14 years old from multiple advisors the Importance of Estate planning probate! 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