Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. >> Financial Advisors are obligated to disclose any events that may influence their professional conduct If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Investing involves risk, including the potential loss of principal. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. ] Thank you so much for joining us. Ready to get started? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 797 604 797 742 742 742 742 687 The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. << How much of your retirement savings can you afford to lose? Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Contact Information. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? 556 556 500 389 279 389 583 0 1015 666 666 722 722 666 610 777 When you purchase through links on our site, we may earn an affiliate commission. 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 . It been a pleasure working with her over the last decade. 610 610 610 610 610 556 610 556 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. /Name /F3 Thank you for signing up, fellow book lover! $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 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 I tried to do my own investing and was mediocre at best. 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. File a Complaint. 10 0 obj International Association of Better Business Bureaus. /Ascent 921 /Descent 211 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. 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. Neither the firm nor its agents or representatives may give tax or legal advice. 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 was a priceless lesson to never act like you have the answers unless you really do. 489 571 353 576 576 500 556 556 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Our readers would love to get to know you a bit more. Looking forward to a continued relationship. He has helped inform thousands of individuals about planning for retirement. /Encoding /WinAnsiEncoding She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. 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. 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. 333 736 370 556 583 0 736 552 Bob McNair initially built a. seconds. He started in the financial industry when he was just 14 years old. We help our clients design a plan for a secure future through education and quality strategies. /BaseFont /Arial Thank you for signing up, fellow book lover! . 297 556 576 228 248 520 248 833 >> Phone: 850.380.9558, DAPHNE OFFICE 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. Learn more about Birdeye. Similar Advisors 666 666 666 666 277 277 277 277 PENSACOLA OFFICE Dont overwork yourself. SWAN Capital, +2 more Andrew McNair . /Flags 32 Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. A member of the Masonic . /Subtype /TrueType At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /StemV 0 333 556 610 556 610 556 333 610 They are fiduciary! 333 1000 556 333 943 0 500 666 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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. 729358 10/20. /FontDescriptor 7 0 R 604 0 576 0 297 576 411 585 Can you tell us a story about what brought you to this specific career path? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Long-Term Care Insurance Historically finding and hiring a financial advisor was hard. << 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. 520 742 520 520 520 354 279 354 They are approachable, personal & just down right easy to communicate with. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. /Name /F1 83 others named Andrew McNair are on LinkedIn . 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. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. PENSACOLA OFFICE BBB is here to help. on WCOA-AM, 1370 Pensacola. savings SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I have been investing for over 35 years. Staff is kind and attentive. Andrew is the real deal and knows, without question or doubt, what investing is all about. 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. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Required fields are marked *. Ever Wonder! %PDF-1.3 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. /CapHeight 500 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We use interviews to draw out stories that are both empowering and actionable. /CapHeight 500 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Lucas enjoys traveling and discovering new cultures. prescreened financial advisors. 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. A Qualified Domestic Relations Order divides up retirement assets. Pensacola, Florida. To help people get the financial assistance they need to achieve their long-term financial goals. 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. 722 722 777 777 777 777 777 583 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. 557 297 353 353 385 576 854 854 Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 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. 666 666 666 666 666 666 1000 722 Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Owning the investments I recommend to clients is key. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. What do you think? I am incredibly grateful for my mother. 610 277 277 556 277 889 610 610 /FirstChar 30 We have estimated Andrew McNair's net worth, money, salary, income, and assets. 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. << % My name is Andrew McNair. Last updated 24 March 17. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 333 1000 500 333 943 0 500 666 Be the first to review! Visit our corporate site. Beat local competitors. Latest articles by Andrew McNair, Investment Adviser. 500 500 500 333 259 333 583 0 over 9 years 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. /Ascent 905 /FontBBox [ -580 -257 1473 1003 ] Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 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. Neither the firm nor its agents or representatives may give tax or legal advice. Annuities are not FDIC insured. endobj Andrew has 3 jobs listed on their profile. /Type /FontDescriptor << BBB Business Profiles are subject to change at any time. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Mobile, AL 36606-1911. She loves the beach and living where most vacation. 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! Saturday mornings from 10-11 a.m. :-). Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 777 722 722 722 722 666 666 610 666 666 610 277 277 277 469 556 This field is for validation purposes and should be left unchanged. Can you share a story about that? Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Ok. We promise to keep your information safe and secure. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 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. /ItalicAngle 0 Many advisors say its impossible to take 8 weeks off or more. Any questions related to the development of your Fiscal House, Olivia is happy to help! 2 0 obj Read our Safety & Security Promise. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? To them, there are no dumb questions. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. The truth is, you can. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. All media appearances are paid placements. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . endobj Can you give a story or example? The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. 610 797 742 297 520 687 576 853 Schedule your vacations. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Identify the 3 most important steps to take NOW before the next bear market hits. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Create tax-free cash flow. /StemV 0 All media appearances are paid placements. 279 576 353 756 390 576 604 0 556 556 277 277 583 583 583 556 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. How do I keep track of my reviews On Google? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Why did he name the company SWAN Capital? A people person, Vicki enjoys helping clients access their new accounts. Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. 556 556 556 556 556 556 889 556 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate.