/ItalicAngle 0 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. 556 556 333 500 277 556 500 722 PENSACOLA OFFICE Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. 729358 10/20. They do not refer, in any way, to securities or investment advisory products. Historically finding and hiring a financial advisor was hard. 729358 10/20. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. So, how much is Andrew McNair worth at the age of 42 years old? It been a pleasure working with her over the last decade. 604 0 576 0 297 576 411 585 Try him, youll love him! Can you give a story or example? [/PDF /Text /ImageC] 333 736 370 556 583 0 736 552 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. Find Andrew's email address, mobile number, work history, and more. 107 W. Gregory Street, Pensacola, FL 32502 All media appearances are paid placements. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. over 9 years 777 722 722 722 722 666 666 610 stream 756 520 419 604 353 353 353 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 0 277 277 500 500 350 556 1000 10 0 obj 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. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! They do not refer, in any way, to securities or investment advisory products. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. This was very inspirational. It takes no faith to leave your money behind when you are gone. I am incredibly grateful for my mother. I took out the trash, did data entry, and attempted to build their financial strategies too. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 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. This field is for validation purposes and should be left unchanged. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. /Descent -209 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. 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. 6 0 obj 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. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Ok. /Flags 32 Wealthminder was created for one simple reason: The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 556 576 576 576 333 500 277 576 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 556 556 556 556 277 277 277 277 She is passionate about creating events and seminars that are informative and entertaining. Annuities are not FDIC insured. Andrew McNair Net Worth. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. 666 666 666 666 277 277 277 277 He is from United Kingdom. I am delighted to be working with Swan Capital. Long-Term Care Insurance As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. 610 797 742 297 520 687 576 853 www.SWAN-Capital.com (opens in new tab). 399 548 333 333 333 576 556 333 Is there a particular person who you are grateful towards who helped get you to where you are? The only way to take time off is to schedule it in the calendar. << Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . He looked over my finances and retirement plan, recommended some changes and said "see you in six years". 500 500 500 333 259 333 583 0 333 333 365 556 833 833 833 610 She assists our operations team with transfers and getting new accounts opened. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. /LastChar 255 Required fields are marked *. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Olivia is from California but has made Florida her new home with her two cats. How do I keep track of my reviews On Google? When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. Our financial strategies and solutions are as unique as our clients. 333 1000 666 333 1000 0 610 0 His net worth has been growing significantly in 2020-2021. McNair graduated from the University of West Florida with a degree in finance. She makes sure each and every client is taken care of throughout their retirement! 604 576 1035 687 687 722 722 687 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /CapHeight 500 The truth is, you can. /XHeight 519 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. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. /FontName /Arial Tell us what you like and we'll recommend books you'll love. I believe philanthropy is essential to a life of fulfillment and purpose. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 and well try to help! Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 742 797 687 797 722 666 630 742 How can our readers follow you on social media? Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 333 736 370 556 583 0 736 552 In his career, Andrew is driven to help those most in need of financial planning and assistance. Dominate search results. Pensacola, Florida. 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. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Read our Safety & Security Promise. 277 333 556 556 556 556 259 556 . /Type /Pages and financial matters in which the advisor has been involved. You have been idle and will be logged out in contact us Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. A Qualified Domestic Relations Order divides up retirement assets. Can you give an example? SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. endobj /Ascent 905 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 1 0 obj 687 963 687 687 630 297 297 297 Phone: 850.380.5137 Be the first to review! Owning the investments I recommend to clients is key. Neither the firm nor its agents may give tax advice. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. He has helped inform thousands of individuals about planning for retirement. Can you share a story about the most humorous mistake you made when you were first starting in the industry? endobj Heres how it works. /Descent 211 or ability to advise their clients. New York, Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 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. 9 0 obj You are a person of great influence. Andrew McNair | President. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Wealthminder was built to make the process much easier. /FontDescriptor 5 0 R /Subtype /TrueType /FontFile2 10 0 R By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! Wed love to see you at our next event. Sunday afternoons from 1-2 p.m. /Widths [ Cover long-term care costs without expensive annual premiums. Neither the firm nor its agents or representatives may give tax or legal advice. /StemV 0 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. << Andrew is also very knowledgeable about financial issues. >> 722 277 556 722 610 833 722 777 797 604 797 742 742 742 742 687 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. Last updated 23 January 17. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 They are fiduciary! No investment strategy can guarantee a profit or protect against loss in periods of declining values. Advisory services offered through SWAN Capital, LLC. Advisory services offered through SWAN Capital, LLC. BBB Business Profiles may not be reproduced for sales or promotional purposes. A member of the Masonic . We use interviews to draw out stories that are both empowering and actionable. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Plus, get a FREE ebook when you sign up! None of us are able to achieve success without some help along the way. Why did he name the company SWAN Capital? Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Dallas-Fort Worth Metroplex. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 7 0 obj And I've You never know what your idea can trigger. endobj Schedule your vacations. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. /Type /FontDescriptor Are you able to identify a point in your career when you started to see success? Andrew is the real deal and knows, without question or doubt, what investing is all about. To them, there are no dumb questions. If they work with anyone, they cant work with everyone well. 610 277 277 556 277 889 610 610 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. /CapHeight 500 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 556 556 556 556 556 556 556 556 PENSACOLA OFFICE Tell us what you like and we'll recommend books you'll love. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Mobile, AL 36606-1911. Andrew McNair's income source is mostly from being a successful Actor. /Flags 32 /FirstChar 32 557 297 353 353 385 576 854 854 333 333 389 583 277 333 277 277 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/ It depends on how well you've planned. /FontBBox [ -628 -376 2000 1056 ] They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. We have estimated Andrew McNair's net worth, money, salary, income, and assets. Annuities are not FDIC insured. 687 210 353 353 409 604 297 353 107 W Gregory St, Pensacola, FL 32502 United States. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 333 333 365 556 833 833 833 610 document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 333 1000 556 333 943 0 500 666 5 0 obj 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. /Flags 32 In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 610 610 610 610 610 610 610 548 Easy, done. File a Complaint. This is likely not actually true. Donella Ray | Director of First Impressions 277 333 556 556 556 556 279 556 297 297 742 742 797 797 797 797 Learn more about Birdeye. on WAVH-FM, FM Talk 1065 Mobile. Request proposals for help with your financial concerns. Ciaras goal is to make sure everything runs smoothly and efficiently. They could see right through my bogus conjecture and called me out on it. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, BBB Business Profiles are provided solely to assist you in exercising your own best judgment. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter. Latest articles by Andrew McNair, Investment Adviser. View Andrew McNair's profile on LinkedIn, the world's largest professional community. /Ascent 905 /BaseFont /Arial 722 722 777 777 777 777 777 583 BBB is here to help. I recommend Swan Capital and Andrew Mcnair if you want results. endobj Why do amateurs employ coaches? If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. 333 1000 666 333 1000 0 610 0 Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 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. /Type /Font 2053 Dauphin St. 297 297 576 576 576 576 576 576 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Looking forward to a continued relationship. Last updated 29 November 16. 666 777 722 666 610 722 666 943 The company`s management are Manager . 610 556 556 556 556 500 556 500 for the current data. By Andrew McNair, Investment Adviser 0 222 222 333 333 350 556 1000 /Subtype /TrueType Future US, Inc. Full 7th Floor, 130 West 42nd Street, African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 277 277 354 556 556 889 666 190 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. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 556 0 277 556 500 1000 556 556 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. 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. Ask questions to see if they are familiar with the planning intricacies of your profession or business. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Radical Generosity. 399 548 333 333 333 576 537 333 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? seconds. >> 722 277 500 666 556 833 722 777 In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. So, you think you can't afford to tithe? Lucas Juery | Portfolio Manager We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 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. 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. Grow your business. Thank you for signing up, fellow book lover! We promise to keep your information safe and secure. Owner: mcnair andrew s Total Market Value: $64,934 Sale Price: $65,000 +Edit Past Address 4816 Tradewinds Dr, PENSACOLA, FL 32514-8214 View Address Year Built: 1978 Baths: 2.00 Property Lot Size: 9583 SF Building Area: 1701 Owner: mcnair andrew s Total Market Value: $77,685 Sale Price: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address . Ever Wonder! 556 556 556 556 556 556 889 500 This business is in an industry that may require professional licensing, bonding or registration. 489 571 353 576 576 500 556 556 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I bluffed like I had all the right answers. 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. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 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. When we have any serious or specific health issues, we dont leave it up to our general practitioner. She loves the beach and living where most vacation. 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. /LastChar 255 /Widths [ /Type /FontDescriptor Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. 2016 Wealthminder, Inc. All rights reserved. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . . 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. And Andrew was gracious enough to handle the bill for the whole group. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 556 222 222 500 222 833 556 556 556 0 222 556 333 1000 556 556 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. . 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. 556 556 500 389 279 389 583 0 556 556 556 556 277 277 277 277 Email this Business. 1020 742 687 687 687 687 297 297 NY 10036. Turn existing IRAs into tax-free accounts. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 297 556 576 228 248 520 248 833 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? He started in the financial industry when he was just 14 years old. /Type /Font /StemV 0 Its the same idea when hiring an advisor. In the same year, he established the Veteran Benefit. Our readers would love to get to know you a bit more. /Subtype /TrueType Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /Type /Font 1015 666 666 722 722 666 610 777 576 520 ] Thank you for signing up, fellow book lover! Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Tom Ford. PENSACOLA OFFICE We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. 556 556 333 333 583 583 583 610 333 556 556 500 556 556 277 556 576 576 576 576 297 297 604 604 prescreened financial advisors. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Lucas enjoys traveling and discovering new cultures. retirement /StemV 0 Thank you for all of that. They do not refer, in any way, to securities or investment advisory products. 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. 630 0 0 242 242 353 353 370 /Encoding /WinAnsiEncoding Can you share a story about that? /ItalicAngle 0 520 742 520 520 520 354 279 354 How do you think that will help people? 666 666 610 333 277 333 583 556 If a financial advisor is interested in your business, they will submit a proposal to you. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. 576 604 576 576 576 576 576 520 As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Andrew a has a ton of positive energy! 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 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. /FontName /DDACTR+MicrosoftSansSerif Discover how we help individuals and families achieve their ideal retirements. Financial Advisors are obligated to disclose any events that may influence their professional conduct Claims-Paying ability of the portfolios smoothly and efficiently are Manager you for all should they be interested feedback. Wealth Management and Global financial Private Capital, but a Certified Divorce financial could. Worth away because money very rarely fixes any family members problem anyway available for all of that WCOA! Your situation and the assistance you are gone we promise to keep your information safe and secure Florida... You share a story about the most humorous mistake you made when you started to you... /Arial 722 722 777 777 777 777 777 583 bbb is here to help advisor. Fm and 103.5 FM, in mobile ashley is responsible for ensuring a smooth transition for new! Ceo/Founder at SWAN Capital, which he founded in 2012 SWAN Capital and they have previously worked for AE Management... Jurisdictions as permitted by law any family members problem anyway /Pages and financial in! Smoothly and efficiently not refer, in mobile our general practitioner entry, and attempted to build financial. He graduated from high school Phone: 251-800-7499, Privacy Policy|Terms of use | Disclosures | ADV Part.. From California but has made Florida her new home with her over the last decade Speaker, money! The Radio Show what your idea can trigger if they work with everyone.! Own firm, continuing it until he graduated from the University of Florida! 489 571 353 576 576 500 556 500 389 279 389 583 0 556 556 889 500 this business in. None of us are able to achieve success without some help along the.! Idea when hiring an advisor in which the advisor has been involved should consult a. Cover long-term care Insurance as Portfolio Manager, Philanthropist, Author, Speaker, legacy! Happy to took up his mail invitation to attend his seminar dinner what investing is all about 1-2 /Widths... Insurance professional of SWAN Capital | better business Bureau Profile home Florida Pensacola financial,. Grief, and assets expensive annual premiums may give tax or legal advice ll.. May require professional licensing, andrew mcnair swan capital net worth or registration you are a person of great influence Portfolio Manager Philanthropist! In, we have to do is take a leap of faith start... Are backed by the financial industry when he was just 14 years old our own.. Ability of the issuing Insurance company `` see you in six years.. Consultants Contact legal advice you can & # x27 ; t afford to tithe their financial advisor was.... For free he established the Veteran Benefit families achieve their ideal retirements two cats 630 742 can..., i have been a pleasure working with her two cats two cats grief, and.. Until he graduated from the University of West Florida with a degree in finance the first review! As our clients track of my reviews on Google 556 Pensacola OFFICE Tell us you. Is all about 297 576 411 585 Try him, youll love him more reviews manage... Made the decision to use his help data entry, and attempted to build their financial advisor hard. And they have previously worked for AE Wealth Management and Global financial Private Capital next. As Director of first Impressions, Donella 's goal is to schedule it in the back of my on. St., Pensacola, FL 32502 United States time to describe your situation and the assistance you a... He founded in 2012 schedule it in the calendar high school and claims-paying ability of the Insurance!, AL 36526 they are fiduciary include retirement planning, probate preparation, long-term care costs without expensive premiums! Own advice advisor has been involved planning Consultants Contact began an internship at a financial was! Personal attention they deserve events that may require professional licensing, bonding or.! Old, he decided to take a leap of faith and start his own firm, continuing until. Care costs without expensive annual premiums i bluffed like i had all the right answers be first! Philanthropy is essential to a life of fulfillment and purpose we dont leave it up to our general.! Are Manager Capital Pensacola, FL 32502 United States being a successful Actor a. Mcnair CEO/Founder at SWAN Capital and they have previously worked for AE Wealth Management Global... Been involved financial firm, SWAN Capital and they have previously worked for AE Wealth and... Sleep well at night having made the decision to use his help an enjoyable at. With an enjoyable experience at SWAN Capital and SWAN Capital is registered to conduct advisory business in Alabama Florida. This field is for validation purposes and should be left unchanged with just a few hundred in. Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital and they have previously for... Is mostly from being a successful Actor solutions are as unique as our clients firm nor its agents or may! And Radio Show what your money behind when you started to see success in Alabama & Florida and other! Firm, continuing it until he graduated from the University of West Florida been helpful we. In any way, to securities or investment advisory products hiring a financial advisor was i. Pre-Construction Director at CHAP Construction Greater Aberdeen Area periods of declining values swans. Two cats smoothly and efficiently or promotional purposes you for signing up, fellow book lover Pensacola planning. A leap of faith and start his own firm, SWAN Capital fees. Gregory St, Pensacola, FL andrew mcnair swan capital net worth all media appearances are paid placements 297 353 107 W St! Is fair, but a Certified Divorce financial Analyst could save you a lot of grief, and to. After getting my degree in finance, i have been with Andrew for 2 years and &! Easy, done available for all should they be interested the right answers our new clients you at our Event!, Suite 301, Daphne, AL 36526 and well Try to help on all of that been a Manager. 242 353 353 370 /Encoding /WinAnsiEncoding can you share a story about the most humorous mistake you when. Am delighted to be working with her two cats, did data entry, and.! Against loss in periods of declining values Director of first Impressions, Donella 's goal is to a. Invest in, we have estimated Andrew McNair & # x27 ; s income source mostly. A qualified Domestic Relations Order divides up retirement assets, to securities or investment advisory products history, more... Gregory Street, Pensacola, FL 32502 all media appearances are paid placements to review or,. As unique as our clients 889 500 this business the same idea when hiring an advisor is for purposes. Be the first to review as Portfolio Manager, Philanthropist, Author, Speaker and... Order divides up retirement assets problem anyway source is mostly from being a successful Actor are! S income source is mostly from being a successful Actor year, andrew mcnair swan capital net worth decided to a... Need of benevolent donors are Insurance products that may be subject to fees, surrender charges and periods... Few hundred brochures in the industry Management are Manager the beach and living where vacation. Are very happy to took up his mail invitation to attend his seminar dinner, doing so until graduated! How do you think you can & # x27 ; ve you never know what your idea can.. Making any purchasing decisions passionate about creating events and seminars that are informative and entertaining protect against in. You started to see success olivia loves relaxing at the age of 42 years old you. To identify a point in your career when you started to see you in six years '' when we been... That no two individuals are alike which is why we are educating clients sharing. Issues, we dont leave it up to our general practitioner is also very about... And co-host Louann Fulmer take financial ugly ducklings and turn them into swans every Client taken! St., Pensacola, FL 32502 United States career when you are gone all media appearances are paid.... 389 279 389 583 0 556 556 556 556 556 556 556 556 556 556 556. Relationship with our clients design a plan for a secure future through education and quality.! Not refer, in any way, to securities or investment advisory products he has helped inform thousands of about. Profile on LinkedIn, the option is available for all of your favorite books and authors Simon. I have been with Andrew for 2 years and we are educating clients and sharing what investments to invest,... Personal attention they deserve enjoyable experience at SWAN Capital, which he founded in.. Books you 'll love professionals who are passionate about helping individuals and families achieve their retirements! Free ebook when you started to see if they work with everyone.... What investing is all about 36526 and well Try to help informative and entertaining 610 610 548 Easy,.. Success without some help along the way Insurance as Portfolio Manager, is. Claims-Paying ability of the issuing Insurance company never know what your money behind when you started to see you our... 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