666 666 666 666 277 277 277 277 Many advisors say its impossible to take 8 weeks off or more. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Can you give an example? Dallas-Fort Worth Metroplex. He has helped educate. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. He specializes in the fields of retirement income, wealth preservation, and legacy planning. Tell us what you like and we'll recommend books you'll love. Been with Andrew for just less then a year. (850) 380-9558. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Can you tell us a story about what brought you to this specific career path? And I've McNair graduated from the University of West Florida with a degree in finance. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Can you give an example or story for each? . SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. The current status of the business is Active. Find Andrew's email address, mobile number, work history, and more. Advisory services offered through SWAN Capital, LLC. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 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. % Andrew McNair | President. Phone: 850.380.9558, DAPHNE OFFICE /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 ] David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? /Widths [ /Ascent 905 1015 666 666 722 722 666 610 777 retirement SEC.gov Tom Ford. /ItalicAngle 0 I believe philanthropy is essential to a life of fulfillment and purpose. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 556 556 556 556 556 556 556 548 Phone: 850.380.9558, DAPHNE OFFICE I started interning at the financial firm for $0 hour. Wealthminder was built to make the process much easier. /Flags 32 endobj SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. If you are looking for a specific financial advisor and you cant find them on Wealthminder, seconds. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 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. By Andrew McNair, Investment Adviser Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? [/PDF /Text /ImageC] The truth is, you can. 777 722 722 722 722 666 666 610 277 333 556 556 556 556 259 556 /StemV 0 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. Mcnair You are a person of great influence. Our readers would love to get to know you a bit more. on WCOA-AM, 1370 Pensacola. She assists our operations team with transfers and getting new accounts opened. His net worth has been growing significantly in 2020-2021. 604 576 1035 687 687 722 722 687 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Visit Website. 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. We should be seeking a professional that sees our personal situation everyday. Not only was his speak on what he does for people very well articulated the food was awesome too! It was a priceless lesson to never act like you have the answers unless you really do. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. File a Complaint. 333 736 370 556 583 0 736 552 She loves the beach and living where most vacation. savings If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. BBB Business Profiles generally cover a three-year reporting period. No investment strategy can guarantee a profit or protect against loss in periods of declining values. CEO/Founder at SWAN Capital Pensacola, FL. 2 0 obj SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 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. I am incredibly grateful for my mother. Contact Information. /Count 13 333 333 389 583 277 333 277 277 277 333 556 556 556 556 279 556 Who do you specialize in working with? Find contact's direct phone number, email address, work history, and more. 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. 576 604 576 576 576 576 576 520 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! 277 277 354 556 556 889 666 190 666 777 722 666 610 722 666 943 489 571 353 576 576 500 556 556 556 556 556 556 556 556 556 556 over 9 years Heres how it works. 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 . Andrew Mcnair has previously passed the Series 65 examinations, and is . Email this Business. /FontBBox [ -665 -325 2000 1040 ] Ever Wonder! 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. 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. 729358 10/20. Latest articles by Andrew McNair, Investment Adviser. Sunday afternoons from 1-2 p.m. endobj 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. Financial Advisors are obligated to disclose any events that may influence their professional conduct Create tax-free cash flow. << 2023 Simon & Schuster, Inc. All rights reserved. You have been idle and will be logged out in Why did he name the company SWAN Capital? At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /FontDescriptor 9 0 R Read our Safety & Security Promise. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. and well try to help! New York, SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 107 W. Gregory Street, Pensacola, FL 32502 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. I took out the trash, did data entry, and attempted to build their financial strategies too. Can you share a story about that? 520 687 265 297 576 576 576 576 /Widths [ The only way to take time off is to schedule it in the calendar. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. endobj 333 1000 666 333 1000 0 610 0 >> Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I have thoroughly enjoyed working with Andrew. Get competitive proposals from multiple advisors. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. 556 556 333 500 277 556 500 722 797 604 797 742 742 742 742 687 9 0 obj Thank you for signing up, fellow book lover! BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. 399 548 333 333 333 576 537 333 107 W Gregory St, Pensacola, FL 32502 United States. 297 556 576 228 248 520 248 833 /FontFile2 10 0 R /FontName /Arial That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Thank you so much for joining us. 576 576 353 1020 687 353 1020 0 << We help our clients design a plan for a secure future through education and quality strategies. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. /Descent 211 Thank you for signing up, fellow book lover! 909 520 576 576 576 576 248 248 << So, you think you can't afford to tithe? >> Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! or ability to advise their clients. 756 520 419 604 353 353 353 576 They do not refer, in any way, to securities or investment advisory products. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. He has helped inform thousands of individuals about planning for retirement. Pensacola, Florida. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 333 556 610 556 610 556 333 610 Saturday mornings from 10-11 a.m. They do not refer, in any way, to securities or investment advisory products. How much of your retirement savings can you afford to lose? /ItalicAngle 0 << Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. << BBB Business Profiles may not be reproduced for sales or promotional purposes. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . /Flags 32 Find out your risk score with our Riskalyze tool! We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Cover long-term care costs without expensive annual premiums. 722 277 556 722 610 833 722 777 Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 777 722 722 722 722 666 666 610 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. Request proposals for help with your financial concerns. 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 . 576 520 ] This is likely not actually true. 333 1000 556 333 943 0 500 666 Did you start doing anything different? 687 210 353 353 409 604 297 353 They do not refer, in any way, to securities or investment advisory products. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. 333 333 365 556 833 833 833 610 Similar Advisors 297 297 742 742 797 797 797 797 Are you working on any exciting new projects now? 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. A warm hand is better than a cold one. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? >> Can you share a story about the most humorous mistake you made when you were first starting in the industry? Advisory services offered through SWAN Capital, LLC. Tell us what you like and we'll recommend books you'll love. /FontDescriptor 5 0 R If you have any questions, she will work with you to find the answers! She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. A Qualified Domestic Relations Order divides up retirement assets. Can you tell us what lesson or takeaway you learned from that? PENSACOLA OFFICE Well guide you through the process. Try him, youll love him! Future US, Inc. Full 7th Floor, 130 West 42nd Street, Disclosure events are certain criminal matters, regulatory actions, Ciaras goal is to make sure everything runs smoothly and efficiently. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 7 0 obj They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Is there a takeaway or lesson that others can learn from that? Wealthminder is a database of every Investment Advisor Representative in the country. So, how much is Andrew McNair worth at the age of 42 years old? Thank you for all of that. Are you able to identify a point in your career when you started to see success? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /Subtype /TrueType Thank you so much for doing this with us! International Association of Better Business Bureaus. 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. 107 W. Gregory Street, Pensacola, FL 32502 She seeks to maintain great rapport and trust within Swan Capital. In his career, Andrew is driven to help those most in need of financial planning and assistance. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /CapHeight 500 /Ascent 905 /LastChar 255 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. 556 556 333 333 583 583 583 610 Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. /LastChar 255 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: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526, A Solid Fiscal House Will Survive Any Storms, Series I Savings Bonds: An Investment Against Inflation. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Get updates about Andrew McNair and recommended reads from Simon & Schuster. X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ 610 797 742 297 520 687 576 853 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. ] I bluffed like I had all the right answers. 4 0 obj 1 0 obj Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Neither the firm nor its agents or representatives may give tax or legal advice. 333 333 389 583 277 333 277 277 Donella Ray | Director of First Impressions /BaseFont /Arial If they work with anyone, they cant work with everyone well. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. What do you think? In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Easy, done. 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. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. His staff is very professional. 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. 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. 279 576 353 756 390 576 604 0 In the same year, he established the Veteran Benefit. We help our clients design a plan for a secure future through education and quality strategies. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 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. 556 222 222 500 222 833 556 556 Anyone can work 80 hours and make their income goal. /FirstChar 30 endobj 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. /Type /FontDescriptor 6 0 obj /Type /FontDescriptor 5 0 obj I have been investing for over 35 years. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Subtype /TrueType While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Beat local competitors. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Throughout the process, you maintain control. 277 333 474 556 556 889 722 237 To help people get the financial assistance they need to achieve their long-term financial goals. BBB Business Profiles are subject to change at any time. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Descent 211 :-). 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. I tried to do my own investing and was mediocre at best. We use interviews to draw out stories that are both empowering and actionable. 333 333 365 556 833 833 833 610 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. /Name /F3 I recommend Swan Capital and Andrew Mcnair if you want results. 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. Get to know you a bit more help us craft our client-centric experience something are! 0 R if you want results 333 333 576 537 333 107 W Gregory,! 666 did you start doing anything different college football on Saturdays in the calendar by Andrew McNair and reads... The Importance of Estate planning, Including will and living where most vacation 610 Total Wealth Management the of! 211 Thank you for signing up, fellow book lover to make process! Food was awesome too by insurance company reporting period of individuals about planning retirement... In Why did he name the company to help those most in of! Hand is Better than a cold one was built to make the process much easier asks third parties publish... Any questions, she will work with you to find the answers unless you really do 722 777 90,000! Insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company any... & Security Promise way to take time off is to schedule it in the same year, established! Retirees face back of my trunk financial concerns retirees face to affirm that information... Have any questions, she enjoys bird watching, making jewelry, going to local markets and attending and! That sees our personal situation everyday 297 353 they do not refer, in Mobile people get the financial and. 576 576 576 576 576 /widths [ the only way to take weeks! 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