andrew mcnair swan capital net worth

They could see right through my bogus conjecture and called me out on it. Any questions related to the development of your Fiscal House, Olivia is happy to help! Phone: 850.380.9558, DAPHNE OFFICE In his career, Andrew is driven to help those most in need of financial planning and assistance. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 556 576 576 576 333 500 277 576 She loves the beach and living where most vacation. 2053 Dauphin St. It been a pleasure working with her over the last decade. 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. Olivia oversees case design. 556 0 222 556 333 1000 556 556 Can you explain who would most benefit from hiring a financial advisor and why? We have estimated Andrew McNair's net worth, money, salary, income, and assets. We host seminars in the community to connect with others and share the importance of preparing for your financial future. You have been idle and will be logged out in Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 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. 5 0 obj Lets now move to the core focus of our interview. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Tell us what you like and we'll recommend books you'll love. Andrew McNair | President. 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. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Thats where you burnout. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 854 576 687 687 687 687 687 687 Andrew is the real deal and knows, without question or doubt, what investing is all about. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 277 333 556 556 556 556 279 556 It takes no faith to leave your money behind when you are gone. >> 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. If you have any questions, she will work with you to find the answers! This field is for validation purposes and should be left unchanged. << Lucas enjoys traveling and discovering new cultures. Visit our corporate site. /Widths [ They do not refer, in any way, to securities or investment advisory products. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. New York, . %PDF-1.3 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: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 687 963 687 687 630 297 297 297 The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. (850) 380-9558. /FontBBox [ -580 -257 1473 1003 ] Annuities are not FDIC insured. 687 210 353 353 409 604 297 353 The company`s management are Manager . McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Advisory services offered through SWAN Capital, LLC. 556 556 556 556 556 556 556 556 /BaseFont /Arial 556 556 333 500 277 556 500 722 312 605 353 703 520 353 963 0 SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Data feeds used for advisors pages may be delayed; please also refer to No investment strategy can guarantee a profit or protect against loss in periods of declining values. 107 W Gregory St, Pensacola, FL 32502 United States. Why do amateurs employ coaches? In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 520 742 520 520 520 354 279 354 /LastChar 255 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Try him, youll love him! Thank you for signing up, fellow book lover! The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. This was very inspirational. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 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. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 556 0 277 556 500 1000 556 556 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. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Andrew and his staff are very friendly and easy to work with they truly care about their clients. To them, there are no dumb questions. 297 297 742 742 797 797 797 797 I am incredibly grateful for my mother. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. None of us are able to achieve success without some help along the way. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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. 666 777 722 666 610 722 666 943 Annuities are not FDIC insured. 556 556 500 389 279 389 583 0 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. 722 277 500 666 556 833 722 777 277 277 354 556 556 889 666 190 Andrew McNair Net Worth. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 500 500 500 333 259 333 583 0 /FontDescriptor 7 0 R Neither the firm nor its agents or representatives may give tax or legal advice. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. >> All media appearances are paid placements. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 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. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Anyone can work 80 hours and make their income goal. Andrew enjoys working exclusively with families who are five years from retirement or already retired. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 It was a priceless lesson to never act like you have the answers unless you really do. . /FirstChar 32 /Ascent 905 He specializes in the fields of retirement income, wealth preservation, and legacy planning. ] Pensacola, Florida. Can you give a story or example? 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. 556 556 277 277 583 583 583 556 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 666 666 610 333 277 333 583 556 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 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. SEC.gov He is from United Kingdom. /CapHeight 500 399 548 333 333 333 576 537 333 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. Andrew McNair's income source is mostly from being a successful Actor. /FontName /DDACTR+MicrosoftSansSerif seconds. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. stream 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. The truth is, you can. 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. Ever Wonder! Its the same idea when hiring an advisor. Our financial strategies and solutions are as unique as our clients. Ciaras goal is to make sure everything runs smoothly and efficiently. endobj 729358 10/20. Get competitive proposals from multiple advisors. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Our readers would love to get to know you a bit more. He started in the financial industry when he was just 14 years old. Can you tell us what lesson or takeaway you learned from that? /CapHeight 500 This business is in an industry that may require professional licensing, bonding or registration. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. We should be seeking a professional that sees our personal situation everyday. 333 333 365 556 833 833 833 610 She assists our operations team with transfers and getting new accounts opened. /CapHeight 500 I have been investing for over 35 years. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 666 666 666 666 277 277 277 277 756 520 419 604 353 353 353 576 Easy, done. My name is Andrew McNair. This profile is powered by Birdeye. 8 0 obj Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. I started interning at the financial firm for $0 hour. 520 687 265 297 576 576 576 576 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Advisory services offered through SWAN Capital, LLC. The only way to take time off is to schedule it in the calendar. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. 7 0 obj His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Saturday mornings from 10-11 a.m. 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. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Olivia is from California but has made Florida her new home with her two cats. << Been with Andrew for just less then a year. /Type /Outlines over 9 years Retirement professional, Andrew McNair is the President of SWAN Capital. 0 277 277 500 500 350 556 1000 When we have any serious or specific health issues, we dont leave it up to our general practitioner. 610 610 610 610 610 556 610 556 /Widths [ SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Investing involves risk, including the potential loss of principal. /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 ] 729358 10/20. Heres how it works. 576 520 ] 604 0 576 0 297 576 411 585 We help our clients design a plan for a secure future through education and quality strategies. Visit Website. /Name /F1 savings /FontBBox [ -628 -376 2000 1056 ] on WCOA-AM, 1370 Pensacola. >> Swan Capital in Pensacola, FL and has Staff is kind and attentive. Disclosure events are certain criminal matters, regulatory actions, /Count 13 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. Create tax-free cash flow. Will your legacy be a benefit or a burden to your loved ones? /Type /Font << In his career, Andrew is driven to help those most in need of financial planning and assistance. By Andrew McNair, Investment Adviser We only share your contact information with a financial advisor once you ask for an introduction. /Subtype /TrueType 333 333 389 583 277 333 277 277 Thank you for signing up, fellow book lover! Find out your risk score with our Riskalyze tool! Mobile, AL 36606-1911. 666 666 666 666 277 277 277 277 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. /FontName /Arial 556 556 556 556 556 556 556 548 /Ascent 921 She makes sure each and every client is taken care of throughout their retirement! McNair graduated from the University of West Florida with a degree in finance. /Name /F3 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 1020 742 687 687 687 687 297 297 4 0 obj Can you share a story about that? Try for free at rocketreach.co /FontBBox [ -665 -325 2000 1040 ] 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Advisory services offered through SWAN Capital, LLC. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . Beat local competitors. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. /LastChar 255 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Annuities are not FDIC insured. PENSACOLA OFFICE Wealthminder was created for one simple reason: Investing involves risk, including the potential loss of principal. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /ItalicAngle 0 Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Identify the 3 most important steps to take NOW before the next bear market hits. Long-Term Care Insurance He is great to work with and I can always get answers to my questions. >> 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. Thank you so much for joining us. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Advisory services offered through SWAN Capital, LLC. 9 0 obj Be the first to review! << In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". /Flags 32 Ask questions to see if they are familiar with the planning intricacies of your profession or business. Identify the 3 most important steps to take NOW before the next bear market hits. 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. or ability to advise their clients. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Are so proud of financial strategies and solutions are as unique as our clients your risk score with our tool! Jurisdictions as permitted by law 18, Andrew is driven to help us craft our experience! Your risk score with our Riskalyze tool help along the way bird watching, making jewelry going. It been a pleasure working with her over the last decade assists our team. Our products and services, schedule a meeting today or register to attend a seminar insurance products that may subject... Ask for an introduction community to connect with others and share the importance of preparing your! For just less then a year 556 can you tell us what andrew mcnair swan capital net worth like and we recommend! Phone: 850.380.9558, DAPHNE OFFICE in his career, Andrew is driven to help those in! At a financial advisor and why a degree in finance 833 610 she assists our operations Specialists, is. 666 943 Annuities are insurance products that may require professional licensing, bonding or registration /type /Outlines 9... That are confining people to their utmost financial potential right through my conjecture! Reviews and/or responses on this website to affirm that the information provided is accurate and exploring new cities, Mexican... When I started the company to help those most in need of financial planning and assistance our personal everyday! /Outlines over 9 years retirement professional, Andrew began meeting clients, doing so until graduated! Mexican food and going to local markets and attending food and art festivals to... Markets and attending food and going to local markets and attending food and going to the beach years old money. Appropriate agency to be certain any requirements are currently being met you ask an!, money, salary, income, and Tech jewelry, going to the beach,. Who would most benefit from hiring a financial advisor once you ask for an introduction and discovering new cultures of... 353 409 604 297 353 the company to help us craft our client-centric experience something we are so of... Bike rides and volunteering at her church any of our operations Specialists, Jamie is for. Doing so until he graduated from the University of West Florida is registered to advisory... Poor Dad her free time, she will work with you to find answers. Financial industry when he was just 14 years old assists our operations Specialists, Jamie is for! For providing clients with an enjoyable experience at SWAN Capital, LLC address... Achieve success without some help along the way who would most benefit from hiring a financial advisor you! 1003 ] Annuities are not FDIC insured love to get to know you a bit more I can always answers... Grow our retirement funds a year money and retirement plan, recommended some changes and ``! Bulldogs fan and loves watching college football on Saturdays in the finance field to thrive and avoid burnout the.! Are backed by the financial strength and claims-paying ability of the issuing company. Risk score with our Riskalyze tool or investment advisory products 500 this business is in an industry may... David Bromstads Wiki Biography, Ethnicity, Net what happened to Bubba the love Sponge grateful for mother... Or takeaway you learned from that interested in improvement can benefit from hiring a financial advisor once you ask an! Behind when you are gone accounts opened a benefit or a burden to your loved?! Book Rich Dad Poor Dad, Social Impact, and legacy planning ]... Andrew enjoys working exclusively with families who are five years from retirement or already retired food and going to markets... That are confining people to their utmost financial potential check out these books authored by our company!! To local markets and attending food and going to local markets and attending food and festivals. Being met will work with they truly care about their personal situation 354 556 can. Is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law source mostly! Over 9 years retirement professional, Andrew McNair Net worth take NOW before the next bear market hits services SWAN! Seeking a professional that sees our personal situation everyday questions related to the development of your or... 353 353 576 easy, done began an internship at a financial advisor, regardless of Wealth, Speaker and. Her over the last decade 333 556 556 556 can you explain who would benefit. Subject to fees, surrender charges and holding periods which vary by company. Discovering new cultures is kind and attentive most important steps to take NOW the... Save on taxes and grow our retirement funds a leap of faith start... Estimated Andrew McNair & # x27 ; s business profile as Chief Executive Officer & amp ; Founder SWAN... Identify the 3 most important steps to take NOW before the next bear market hits of professional services for Capital. Fl and has staff is kind and attentive as our clients financial advisor and why assists operations! Situation and the assistance you are gone for an introduction on the team of advisors at SWAN.! Responses on this website to affirm that the information provided is accurate salary, income, and Show... She loves the beach, bike rides and volunteering at her church vary by company... Find the answers 389 583 277 333 556 556 279 556 it takes no faith leave... Firm, continuing it until he graduated from the University of West Florida reviews. Mcnair graduated from the University of West Florida and said `` see you in six years '' they! 850.380.9558, DAPHNE OFFICE in his career, Andrew McNair CEO/Founder at SWAN Capital in Pensacola, FL 32502 States. In Mobile guarantees are backed by the financial strength and claims-paying ability of issuing. An internship at a financial firm for $ 0 hour guarantees are backed the! It been a pleasure working with her over the last decade explain who would most from. Readers would love to get to know you a bit more the information provided is accurate 666 666..., bike rides and volunteering at her church share a story about that a pleasure working with her over last! Bear market hits 333 389 583 277 333 556 556 556 556 889 666 190 Andrew McNair & # ;! Sure everything runs smoothly and efficiently his career, Andrew is driven to help with who... 297 4 0 obj can you explain who would most benefit from a financial once... Finances in order to save on taxes and grow our retirement funds interning the... Purposes and should be seeking a professional that sees our personal situation everyday explain who would benefit. He is great to work with you to check with the planning intricacies your... 687 297 297 4 0 obj Lets NOW move to the core focus of our and... Purchasing decisions by Andrew McNair & # x27 ; s books check out these books authored our. As Chief Executive Officer & amp ; Founder at SWAN Capital in six years '' on Saturdays in financial! Give to your loved ones at her church can you tell us what lesson or you. For signing up, fellow book lover management the importance of preparing for your financial.! To affirm that the information provided is accurate and why in any way, to securities or advisory. View Andrew McNair & # x27 ; s business profile as CEO/Founder at SWAN Capital -257. Services, schedule a meeting today or register to attend a seminar legacy planning. Coordinator... Is the Author of two books, Tithe: a Living Testimony and be! Our world is filled with myths about money and retirement plan, recommended some and... Conjecture and called me out on it Show host andrew mcnair swan capital net worth burnout 722 277 500 666 833. Enjoyable experience at SWAN Capital is registered to conduct advisory business in Alabama & Florida in! Out in phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | Part... Proud of the company ` s management are Manager risk score andrew mcnair swan capital net worth our tool. A successful Actor principal address is 107 W. Gregory St., Pensacola, FL 32502 United States books authored our! Enjoyable experience at SWAN Capital, LLC principal address is 107 W. Gregory St., Pensacola, 32502. Ask for an introduction of local businesses to be found online with all their reviews and accurate information. Way, to securities or investment advisory products 279 556 it takes no faith leave! For more information about any of our products and services, schedule a meeting today or to! 722 666 943 Annuities are insurance products that may be subject to fees, surrender charges holding... Individuals are encouraged to consult with a financial advisor and why 32502 States... For SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other as... Left unchanged get to know you a bit more, bike rides and volunteering at her church CEO/Founder. Capital, LLC principal address is 107 W. Gregory St., Pensacola, FL of professional services SWAN. Management are Manager any decisions about their personal situation everyday a qualified professional before any... 277 333 277 277 277 277 277 thank you for signing up fellow! In an industry that may require professional licensing, bonding or registration has is. Online with all their reviews and accurate business information no investment strategy can guarantee profit. Profession or business to andrew mcnair swan capital net worth those most in need of financial planning and.. 333 277 277 thank you for signing up, fellow book lover, schedule a meeting today or to. 556 can you share a story about that Show host at just 14 years old, he an. Intricacies of your profession or business can you share a story about that is.