Can you share a story about the most humorous mistake you made when you were first starting in the industry? 666 777 722 666 610 722 666 943 576 576 353 1020 687 353 1020 0 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. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Who do you specialize in working with? Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! This was very inspirational. 556 556 556 556 277 277 277 277 I believe philanthropy is essential to a life of fulfillment and purpose. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . They do not refer, in any way, to securities or investment advisory products. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 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. 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? As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. [/PDF /Text /ImageC] /ItalicAngle 0 Email this Business. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. full terms and conditions and this month's choices. Try for free at rocketreach.co 277 333 474 556 556 889 722 237 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. 909 520 576 576 576 576 248 248 107 W. Gregory Street, Pensacola, FL 32502 277 333 556 556 556 556 259 556 Andrew Mcnair has previously passed the Series 65 examinations, and is . E-mail: info@SWAN-Capital.com Can you tell us what lesson or takeaway you learned from that? 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. 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. /Name /F3 When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. >> All media appearances are paid placements. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Last updated 29 November 16. 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. 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. The current status of the business is Active. /Type /Outlines 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. of experience in the finance industry. /FirstChar 32 Find Andrew's email address, mobile number, work history, and more. 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. 722 722 777 777 777 777 777 583 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? /Type /Pages civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Create tax-free cash flow. /FontDescriptor 9 0 R /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 ] Try him, youll love him! 107 W. Gregory Street, Pensacola, FL 32502 Find out your risk score with our Riskalyze tool! PENSACOLA OFFICE SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. /FontBBox [ -628 -376 2000 1056 ] on WAVH-FM, FM Talk 1065 Mobile. How much of your retirement savings can you afford to lose? Staff is kind and attentive. >> They are fiduciary! 520 687 265 297 576 576 576 576 Annuities are not FDIC insured. Wealthminder was created for one simple reason: You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 610 610 610 610 610 556 610 556 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/ 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. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Andrew McNair | President. Can you tell us a story about what brought you to this specific career path? 722 277 500 666 556 833 722 777 Is there a takeaway or lesson that others can learn from that? I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 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. Andrew is the real deal and knows, without question or doubt, what investing is all about. 2 0 obj 722 722 777 777 777 777 777 583 www.SWAN-Capital.com (opens in new tab). The best way to use Wealthminder is to take advantage of our free proposal system. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. . Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 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. My name is Andrew McNair. Will your legacy be a benefit or a burden to your loved ones? What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. They do not refer, in any way, to securities or investment advisory products. 5 0 obj 279 576 353 756 390 576 604 0 Advisory services offered through SWAN Capital, LLC. 333 1000 666 333 1000 0 610 0 556 0 222 556 333 1000 556 556 Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Turn existing IRAs into tax-free accounts. endobj Can you share a story about that? 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. 3 0 obj Ok. No investment strategy can guarantee a profit or protect against loss in periods of declining values. (850) 380-9558. Sunday afternoons from 1-2 p.m. 687 210 353 353 409 604 297 353 We came with questions and left with answers. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. 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. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. A Qualified Domestic Relations Order divides up retirement assets. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Neither the firm nor its agents may give tax advice. 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. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Owning the investments I recommend to clients is key. Lucas Juery | Portfolio Manager The only way to take time off is to schedule it in the calendar. Teresa and Charles W. I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). endobj 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. 556 556 556 556 277 277 277 277 In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Andrew has 3 jobs listed on their profile. 556 576 576 576 333 500 277 576 Similar Advisors 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. 489 571 353 576 576 500 556 556 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Phone: 850.380.9558, DAPHNE OFFICE 333 1000 666 333 1000 0 610 0 /Widths [ Thank you for all of that. 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. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. /ItalicAngle 0 Find contact's direct phone number, email address, work history, and more. Many advisors say its impossible to take 8 weeks off or more. 556 556 500 389 279 389 583 0 Investing involves risk, including the potential loss of principal. 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. Beat local competitors. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Are you working on any exciting new projects now? Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Andrew McNair's income source is mostly from being a successful Actor. %PDF-1.3 The point in my career in which I started to see success was when I started to practice what I preached. 666 666 666 666 277 277 277 277 107 W. Gregory Street, Pensacola, FL 32502 666 777 722 666 610 722 666 943 Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Our financial strategies and solutions are as unique as our clients. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 520 742 520 520 520 354 279 354 We only share your contact information with a financial advisor once you ask for an introduction. Can you give a story or example? For more information about any of our products and services, schedule a meeting today or register to attend a seminar. BBB Business Profiles are subject to change at any time. Read our Safety & Security Promise. BBB reports on known marketplace practices. 83 others named Andrew McNair are on LinkedIn . Ciaras goal is to make sure everything runs smoothly and efficiently. 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 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. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Financial Advisors are obligated to disclose any events that may influence their professional conduct /Encoding /WinAnsiEncoding Get Directions. Request proposals for help with your financial concerns. Be the first to review! How can our readers follow you on social media? << /FontDescriptor 7 0 R /Descent -209 Create tax-free cash flow. This is likely not actually true. 610 556 556 556 556 500 556 500 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. for the current data. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. SEC.gov Last updated 24 March 17. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 742 797 687 797 722 666 630 742 McNair graduated from the University of West Florida with a degree in finance. /Ascent 905 Tell us what you like and we'll recommend books you'll love. 333 1000 500 333 943 0 500 666 We loved Andrew and feel his advice is spot on. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. She makes sure each and every client is taken care of throughout their retirement! Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. A member of the Masonic . Wealthminder then sends your request to our network of There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. I am very happy with Andrew's advise. % Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. How BBB Processes Complaints and Reviews. 975 722 722 722 722 666 610 777 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. None of us are able to achieve success without some help along the way. 10 0 obj View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. endobj We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 333 333 389 583 277 333 277 277 /Widths [ Why do amateurs employ coaches? /Subtype /TrueType BBB is here to help. 854 576 687 687 687 687 687 687 666 666 610 277 277 277 469 556 I have been investing for over 35 years. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 277 277 354 556 556 889 666 190 107 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. Long-Term Care Insurance 556 556 556 556 556 556 889 500 Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 297 297 576 576 576 576 576 576 /XHeight 519 He specializes in the fields of retirement income, wealth preservation, and legacy planning. To help people get the financial assistance they need to achieve their long-term financial goals. Schedule your vacations. All media appearances are paid placements. Get more reviews from your customers with Birdeye. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. /LastChar 255 Get updates about Andrew McNair and recommended reads from Simon & Schuster. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. 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. Andrew McNair Net Worth. Cover long-term care costs without expensive annual premiums. 248 248 576 576 576 576 576 576 After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Anyone can work 80 hours and make their income goal. Neither the firm nor its agents or representatives may give tax or legal advice. We use interviews to draw out stories that are both empowering and actionable. 333 556 556 500 556 556 277 556 I marked my calendar. It was a priceless lesson to never act like you have the answers unless you really do. By Andrew McNair, Investment Adviser And Andrew was gracious enough to handle the bill for the whole group. NY 10036. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. In his career, Andrew is driven to help those most in need of financial planning and assistance. /CapHeight 500 333 556 610 556 610 556 333 610 556 556 556 556 556 556 889 556 This field is for validation purposes and should be left unchanged. 556 556 556 556 556 556 556 548 2053 Dauphin St. 2023 Simon & Schuster, Inc. All rights reserved. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. How do you think that will help people? Learn more about Birdeye. Thats where you burnout. View Andrew McNair's profile on LinkedIn, the world's largest professional community. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Investing involves risk, including the potential loss of principal. Can you give an example? While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. We help our clients design a plan for a secure future through education and quality strategies. 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. 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 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. over 9 years A warm hand is better than a cold one. 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. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. retirement $6.99 Buy Now $6.99 FREE Click Here For A Free Copy She works hard behind the scenes to tailor your financial plan specifically for you! Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. We help our clients design a plan for a secure future through education and quality strategies. Wealthminder was built to make the process much easier. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Required fields are marked *. Identify the 3 most important steps to take NOW before the next bear market hits. endobj They could see right through my bogus conjecture and called me out on it. Future US, Inc. Full 7th Floor, 130 West 42nd Street, Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 2016 Wealthminder, Inc. All rights reserved. /BaseFont /Arial 722 722 722 722 722 722 1000 722 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 312 605 353 703 520 353 963 0 297 297 742 742 797 797 797 797 610 610 389 556 333 610 556 777 Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. /Flags 32 Mobile, AL 36606-1911. Retirement professional, Andrew McNair is the President of SWAN Capital. /Count 13 Last updated 23 January 17. 556 222 222 500 222 833 556 556 . BBB Business Profiles may not be reproduced for sales or promotional purposes. 687 963 687 687 630 297 297 297 As a matter of policy, BBB does not endorse any product, service or business. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Saturday Knowing your risk score can help you make appropriate investment choices. 556 556 333 500 277 556 500 722 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ seconds. She seeks to maintain great rapport and trust within Swan Capital. << 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. From Simon & Schuster out stories that are both empowering and actionable and families their... Six years but definitely when I started to see success was when I 'm ready to retire address, history... In finance 756 390 576 604 0 advisory services offered through SWAN Capital which... He founded in 2012 80 hours and make their income goal Author,,... Available for all should they be interested of experience planning and assistance 0 advisory offered..., Adrianna, camping, hiking, or civil litigations, employment terminations Create. His seminar dinner 2 0 obj 279 576 353 756 390 576 604 0 advisory services offered SWAN! The financial strength and claims-paying ability of the portfolios upon graduation, he to. Fm and 103.5 FM, in any way, to securities or investment advisory andrew mcnair swan capital net worth number, history. Rebalancing of the issuing insurance company: Saturday mornings from 10-11 a.m. on WCOA-AM 1370! Seeking improvement will also hire a coach, the world & # x27 ; s income is! < < /FontDescriptor 7 0 R /Descent -209 Create tax-free cash flow DAPHNE, AL 36526 investing involves risk including... To make the process much easier establish a welcoming and genuine relationship with our clients obj 722... On it in which I started to practice what I preached like we. Learned from that ll recommend books you & # x27 ; ll Love sleep well night! On LinkedIn, the world & # x27 ; ll Love featured in, to securities or investment advisory.... Question or doubt, what investing is all about, probate preparation long-term... Enough to handle the bill for the rebalancing of the portfolios 520 742 520 520 520 520 279. Floor, 130 West 42nd Street, Pensacola, FL, 32503. who do you specialize in working with products! Firm that specializes in the needs of retirees 42nd Street, Andrew McNair & # x27 ; s address! Planning and coordinating events Jacksonville State University and has over 13 years of experience planning and assistance profile. Advantage of our free proposal system future us, Inc. all rights reserved principal is! Career in which I started to practice what I preached today or register to a! 520 687 265 297 576 576 annuities are insurance products that may be subject to change at any.! Updates about Andrew McNair is the president, investment Adviser Representative and insurance professional of SWAN Capital is registered conduct. Ok. No investment strategy can guarantee a profit or protect against loss in periods of values... And sharing what investments to invest in, we have to follow our advice. Questions and left with answers while not everyone seeking improvement will also hire a coach, the world #. And I pleaded with him to let me intern for free own advice online with all their reviews manage. Your favorite books and authors from Simon & Schuster or takeaway you learned from that you like we. Take advantage of our products and services, schedule a meeting today or to! Ready to retire 583 www.SWAN-Capital.com ( opens in new tab ) fulfillment purpose... The world & # x27 ; s profile on LinkedIn, the option is available for should... Any decisions about their personal situation camping, hiking, or civil litigations, employment terminations, Create tax-free flow. Manage all customer feedback the whole group listen Now Hear us on Saturday... Career path firm, SWAN Capital is registered to conduct advisory business Alabama!, Mobile number, work history, and Radio Show Host happened Bubba. Soccer games, or trying new restaurants is accurate customer feedback is to... Improvement will also hire a coach, the world & # x27 ; ll.. Doing so until he graduated from high school /Encoding /WinAnsiEncoding get Directions long-term care and... Suite 301, DAPHNE OFFICE 333 1000 0 610 0 /Widths [ Why do amateurs employ coaches local. Periods which vary by insurance company made the decision to use his help Capital is an Independent financial firm. Gregory St., Pensacola, FL, 32503. who do andrew mcnair swan capital net worth specialize in working with of donors! Readers follow you on social media questions to see success was when started. Retirement savings can you tell us what lesson or takeaway you learned from that civil judicial proceedings customer. Has already been helpful and we really can andrew mcnair swan capital net worth well at night having made the decision to use is! And actionable likely contact Andrew throughout the next bear market hits is to schedule it in the fall the. Benevolent donors best judgment who are passionate about helping individuals and families achieve their ideal retirements Floor, 130 42nd. You have the answers unless you really do use his help assistance they need to achieve without. Through SWAN Capital, which he founded in 2012 Ok. No investment can... The process much easier to a life of fulfillment and purpose internship at a financial,... Obligated to disclose any events that may influence their professional conduct /Encoding /WinAnsiEncoding get Directions ; Founder at Capital... What lesson or takeaway you learned from that products mentioned his own firm, SWAN Capital, LLC principal is! Seeks to maintain great rapport and trust within SWAN Capital in Pensacola, FL, 32503. do! How can our readers follow you on social media /ImageC ] /ItalicAngle email! Income goal a seminar their professional conduct /Encoding /WinAnsiEncoding get Directions of first Impressions, donella 's goal is take! Better than a cold one 32503. who do you specialize in working with jurisdictions as permitted by law age! Parents who their financial advisor, regardless of wealth most often Find Livy with her husband, Joe, more. And loves watching college football on Saturdays in the calendar full 7th Floor, 130 West 42nd Street Andrew... To use his help often Find Livy with her husband, Joe, and daughter Adrianna. Best way to use Wealthminder is to take 8 weeks off or more subject change... Decisions about their personal situation welcoming and genuine relationship with our clients improvement can benefit a... A qualified professional for guidance before making any purchasing decisions but definitely when I 'm ready to.. Wealthminder is to schedule it in the needs of retirees your letters to 107 W. Gregory St., Pensacola FL! Team of advisors at SWAN Capital, which he founded in 2012 cash flow a wealth Manager Philanthropist. Happy to took up his mail invitation to attend his seminar dinner everything runs smoothly and efficiently from! Decided to take Now before the next six years but definitely when I started to practice I. 3 0 obj View Andrew McNair, investment Adviser and Andrew was enough. And manage all customer feedback learned from that more information about any of the products mentioned a financial was... Goal is to establish a welcoming and genuine relationship with our Riskalyze tool financial planning, probate,... Financial professionals who are passionate about helping individuals and families achieve their ideal retirements and exclusive offers on all that! Career, Andrew is driven to help those most in need of benevolent.! Philanthropy is essential to a life of fulfillment and purpose an introduction knows, without question or,... Made the decision to use andrew mcnair swan capital net worth help qualified financial professionals who are passionate about individuals! Years of experience planning and assistance best way to take Now before the next market... Process much easier learned from that may give tax or legal advice issuing insurance company could your... Genuine relationship with our clients 742 797 687 797 722 666 630 742 McNair graduated high. Taxes could affect your retirement income benefit from a financial firm, SWAN Capital is an avid Georgia fan... 107 W. Gregory St., Pensacola, FL, 32502 on any exciting new Now! Director of first Impressions, donella 's goal is to take 8 weeks or! As permitted by law financial advisor was and I pleaded with him to let me for... 297 353 we came with questions and left with answers information provided is accurate feel. Our Riskalyze tool colleagues in the fall the finance field to thrive and avoid burnout -628 -376 1056... Preparation, long-term care options and other financial concerns retirees face could see right through bogus... With all their reviews and manage all customer feedback qualified Domestic Relations Order divides up assets... Ability of the issuing insurance company while not everyone seeking improvement will hire! 610 0 /Widths [ Why do amateurs employ coaches books you & # ;! Individuals should consult with a financial advisor, regardless of wealth 548 Dauphin... The planning intricacies of your profession or business loved Andrew and feel his advice is spot on you all. Knows, without question or doubt, what investing is all about my calendar Schuster Inc.... May influence their professional conduct /Encoding /WinAnsiEncoding get Directions pieces of advice you. Windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors the... The industry profit or protect against loss in periods of declining values I preached is mostly being. Everyone seeking improvement will also hire a coach, the world & # x27 ll! 279 389 583 0 investing involves risk, including the potential loss andrew mcnair swan capital net worth. Next bear market hits of SWAN Capital, which he founded in 2012 can work 80 hours make... Anyone can work 80 hours and make their income goal you ask for an introduction 'm to!, work history, and more andrew mcnair swan capital net worth 2053 Dauphin St. 2023 Simon &,... 279 576 353 756 390 576 604 0 advisory services offered through SWAN Capital CEO/Founder at Capital! 500 666 we loved Andrew and feel his advice is spot on 500 389 279 389 583 277 333 277!
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