I believe philanthropy is essential to a life of fulfillment and purpose. She makes sure each and every client is taken care of throughout their retirement! 556 556 500 389 279 389 583 0 We help our clients design a plan for a secure future through education and quality strategies. Sunday afternoons from 1-2 p.m. Read our Safety & Security Promise. 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. BBB Business Profiles generally cover a three-year reporting period. 333 556 556 500 556 556 277 556 /CapHeight 500 556 0 222 556 333 1000 556 556 Similar Advisors 333 1000 556 333 943 0 500 666 312 605 353 703 520 353 963 0 The truth is, you can. They are fiduciary! Our readers would love to get to know you a bit more. Bob McNair initially built a. 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. 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/ I bluffed like I had all the right answers. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 3 0 obj 333 556 610 556 610 556 333 610 . African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Request proposals for help with your financial concerns. /CapHeight 500 556 556 556 556 556 556 556 548 and well try to help! 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. 107 W Gregory St, Pensacola, FL 32502 United States. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. As a matter of policy, BBB does not endorse any product, service or business. Andrew enjoys working exclusively with families who are five years from retirement or already retired. /Ascent 905 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 248 248 576 576 576 576 576 576 /Descent 211 /LastChar 255 Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 556 556 333 500 277 556 500 722 How can our readers follow you on social media? 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! 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. In his career, Andrew is driven to help those most in need of financial planning and assistance. We came with questions and left with answers. Advisory services offered through SWAN Capital, LLC. By Andrew McNair, Investment Adviser 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. Schedule your vacations. [/PDF /Text /ImageC] endobj Is there a takeaway or lesson that others can learn from that? %PDF-1.3 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 610 556 556 556 556 500 556 500 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. >> If they work with anyone, they cant work with everyone well. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 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. 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. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. The Importance of Estate Planning, Including Will and Living Trusts. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". BBB reports on known marketplace practices. Ok. Thank you for signing up, fellow book lover! /Name /F2 /XHeight 519 How BBB Processes Complaints and Reviews. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. I have been investing for over 35 years. . Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Advisory services offered through SWAN Capital, LLC. Andrew is also very knowledgeable about financial issues. /FirstChar 32 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. The company`s management are Manager . Ciaras goal is to make sure everything runs smoothly and efficiently. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 556 222 222 500 222 833 556 556 Tell us what you like and we'll recommend books you'll love. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 5 0 obj They do not refer, in any way, to securities or investment advisory products. Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. Neither the firm nor its agents or representatives may give tax or legal advice. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Type /FontDescriptor In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 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. A member of the Masonic . We help our clients design a plan for a secure future through education and quality strategies. Get Directions. If you have any questions, she will work with you to find the answers! on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Create tax-free cash flow. A Qualified Domestic Relations Order divides up retirement assets. This is likely not actually true. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /FontName /Arial BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. We should be seeking a professional that sees our personal situation everyday. over 9 years SWAN Capital, +2 more Andrew McNair . 1015 666 666 722 722 666 610 777 << Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 2053 Dauphin St. We have estimated Andrew McNair's net worth, money, salary, income, and assets. 1020 742 687 687 687 687 297 297 556 556 556 556 277 277 277 277 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. BBB is here to help. My name is Andrew McNair. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Looking forward to a continued relationship. Thank you for signing up, fellow book lover! seconds. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Required fields are marked *. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 6 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. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. We promise to keep your information safe and secure. Lets now move to the core focus of our interview. I started interning at the financial firm for $0 hour. /Type /FontDescriptor Dont overwork yourself. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. She assists our operations team with transfers and getting new accounts opened. International Association of Better Business Bureaus. 722 722 722 722 722 722 1000 722 333 1000 666 333 1000 0 610 0 Thank you for all of that. Find Andrew's email address, mobile number, work history, and more. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. savings 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. E-mail: info@SWAN-Capital.com Get competitive proposals from multiple advisors. 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. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. In his career, Andrew is driven to help those most in need of financial planning and assistance. Thank you so much for joining us. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 489 571 353 576 576 500 556 556 or ability to advise their clients. 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. 0 222 222 333 333 350 556 1000 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. 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. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Learn more about Birdeye. Can you explain who would most benefit from hiring a financial advisor and why? Can you give an example or story for each? Lucas Juery | Portfolio Manager Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 277 333 474 556 556 889 722 237 777 722 722 722 722 666 666 610 297 556 576 228 248 520 248 833 on WNRP-AM, 1620 Pensacola. ] 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. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. /BaseFont /Arial,Bold 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. Owning the investments I recommend to clients is key. Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. Our financial strategies and solutions are as unique as our clients. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Investing involves risk, including the potential loss of principal. Find out your risk score with our Riskalyze tool! << Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Saturday Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. We host seminars in the community to connect with others and share the importance of preparing for your financial future. As an finance insider, you know much more about the finance industry than most consumers. 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. Can you give an example? I recommend Swan Capital and Andrew Mcnair if you want results. 279 576 353 756 390 576 604 0 500 500 500 333 259 333 583 0 /Subtype /TrueType Any questions related to the development of your Fiscal House, Olivia is happy to help! << 399 548 333 333 333 576 537 333 Find contact's direct phone number, email address, work history, and more. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. We use interviews to draw out stories that are both empowering and actionable. May be subject to fees, surrender charges and holding periods which vary Insurance... That others can learn from that today or register to attend a seminar at Construction! 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