666 666 610 333 277 333 583 556 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. on WNRP-AM, 1620 Pensacola. I recommend Swan Capital and Andrew Mcnair if you want results. 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. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. It been a pleasure working with her over the last decade. 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. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> endobj Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 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. /BaseFont /Arial Andrew Mcnair has been working for 10 years. 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. Sunday afternoons 1-2 p.m. /CapHeight 500 Learn more about Birdeye. Why did he name the company SWAN Capital? What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Tell us what you like and we'll recommend books you'll love. As a matter of policy, BBB does not endorse any product, service or business. 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. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. In his career, Andrew is driven to help those most in need of financial planning and assistance. Who do you specialize in working with? /ItalicAngle 0 Find Andrew's email address, mobile number, work history, and more. Donella Ray | Director of First Impressions Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 333 333 365 556 833 833 833 610 Similar Advisors They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. All media appearances are paid placements. /LastChar 255 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 . << Thank you for signing up, fellow book lover! Phone: 850.380.9558, DAPHNE OFFICE I bluffed like I had all the right answers. 666 777 722 666 610 722 666 943 556 556 333 333 583 583 583 610 endobj 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. The truth is, you can. 576 604 576 576 576 576 576 520 Try him, youll love him! 556 0 277 556 500 1000 556 556 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 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. /ItalicAngle 0 Looking forward to a continued relationship. /Type /FontDescriptor endobj Phone: 850.380.9558, DAPHNE OFFICE /BaseFont /Arial,Bold Can you share a story about the most humorous mistake you made when you were first starting in the industry? Visit Website. 576 520 ] Annuities are not FDIC insured. How do you think that will help people? Can you explain who would most benefit from hiring a financial advisor and why? Been with Andrew for just less then a year. prescreened financial advisors. /FirstChar 32 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. /Descent 211 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 333 333 389 583 277 333 277 277 I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Andrew McNair's income source is mostly from being a successful Actor. Turn existing IRAs into tax-free accounts. 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. Neither the firm nor its agents or representatives may give tax or legal advice. 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. If they work with anyone, they cant work with everyone well. stream Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". We use interviews to draw out stories that are both empowering and actionable. 556 556 556 556 556 556 556 548 556 222 222 500 222 833 556 556 Its the same idea when hiring an advisor. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 2 0 obj /Name /F1 SEC.gov /Type /Font She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Schedule your vacations. Why Coffee Is Not Just Coffee Since The Industrial Revolution. They do not refer, in any way, to securities or investment advisory products. 6 0 obj 107 W. Gregory Street, Pensacola, FL 32502 I am very happy with Andrew's advise. SWAN Capital, +2 more Andrew McNair . BBB Business Profiles are provided solely to assist you in exercising your own best judgment. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. I have thoroughly enjoyed working with Andrew. Annuities are not FDIC insured. Can you tell us a story about what brought you to this specific career path? 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 489 571 353 576 576 500 556 556 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Last updated 29 November 16. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Dont overwork yourself. 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. When you purchase through links on our site, we may earn an affiliate commission. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. and financial matters in which the advisor has been involved. 333 736 370 556 583 0 736 552 In his career, Andrew is driven to help those most in need of financial planning and assistance. She loves the beach and living where most vacation. over 9 years He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. /Count 9 /First 78 0 R /Last 86 0 R 557 297 353 353 385 576 854 854 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. 666 666 610 277 277 277 469 556 What do you think? No investment strategy can guarantee a profit or protect against loss in periods of declining values. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. They do not refer, in any way, to securities or investment advisory products. 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. International Association of Better Business Bureaus. 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. Neither the firm nor its agents may give tax advice. None of us are able to achieve success without some help along the way. savings Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 399 548 333 333 333 576 537 333 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Swan Capital in Pensacola, FL and has 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. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. /Widths [ Thank you so much for joining us. Thats where you burnout. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 83 others named Andrew McNair are on LinkedIn . Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. I tried to do my own investing and was mediocre at best. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 3 Ways Online Reputation Management Can Help You with Google Reviews. 0 222 222 333 333 350 556 1000 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /StemV 0 Can you give a story or example? /FontDescriptor 9 0 R >> We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 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 Pre-Construction Director at CHAP Construction Greater Aberdeen Area. << CEO/Founder at SWAN Capital Pensacola, FL. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. You never know what your idea can trigger. Retirement professional, Andrew McNair is the President of SWAN Capital. >> 556 556 556 556 556 556 556 556 A warm hand is better than a cold one. This profile is powered by Birdeye. /LastChar 255 PENSACOLA OFFICE 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 576 576 353 1020 687 353 1020 0 Thank you for signing up, fellow book lover! 604 576 1035 687 687 722 722 687 Find contact's direct phone number, email address, work history, and more. We only share your contact information with a financial advisor once you ask for an introduction. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 610 797 742 297 520 687 576 853 Andrew a has a ton of positive energy! How much of your retirement savings can you afford to lose? 279 576 353 756 390 576 604 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. As an finance insider, you know much more about the finance industry than most consumers. 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. 333 556 556 500 556 556 277 556 E-mail: info@SWAN-Capital.com 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. >> Lets now move to the core focus of our interview. /LastChar 255 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. 297 556 576 228 248 520 248 833 Historically finding and hiring a financial advisor was hard. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 %PDF-1.3 He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. I started interning at the financial firm for $0 hour. 107 W Gregory St, Pensacola, FL 32502 United States. /Ascent 905 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Olivia is from California but has made Florida her new home with her two cats. 777 722 722 722 722 666 666 610 610 610 610 610 610 610 610 548 Wealthminder then sends your request to our network of Turn existing IRAs into tax-free accounts. Investing involves risk, including the potential loss of principal. Dominate search results. 687 210 353 353 409 604 297 353 << For more information about any of our products and services, schedule a meeting today or register to attend a seminar. << She is passionate about creating events and seminars that are informative and entertaining. endobj His net worth has been growing significantly in 2020-2021. Visit our corporate site. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. I have been investing for over 35 years. 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. /FontName /Arial civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 520 687 265 297 576 576 576 576 556 556 556 556 556 556 556 556 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? You have been idle and will be logged out in Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . Tell us what you like and we'll recommend books you'll love. Andrew is also very knowledgeable about financial issues. /StemV 0 722 277 556 722 610 833 722 777 Future US, Inc. Full 7th Floor, 130 West 42nd Street, Investing involves risk, including the potential loss of principal. /Ascent 921 666 666 666 666 277 277 277 277 Ciaras goal is to make sure everything runs smoothly and efficiently. We have estimated Andrew McNair's net worth, money, salary, income, and assets. Wealthminder was built to make the process much easier. Advisory services offered through SWAN Capital, LLC. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. or ability to advise their clients. In the same year, he established the Veteran Benefit. 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. 777 722 722 722 722 666 666 610 /StemV 0 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. A Qualified Domestic Relations Order divides up retirement assets. 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. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 520 742 520 520 520 354 279 354 Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Many advisors say its impossible to take 8 weeks off or more. (850) 380-9558. 500 500 500 333 259 333 583 0 It depends on how well you've planned. Everyone does that. /XHeight 519 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. He is from United Kingdom. Did you start doing anything different? 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. This business is in an industry that may require professional licensing, bonding or registration. He has helped inform thousands of individuals about planning for retirement. 1015 666 666 722 722 666 610 777 So, you think you can't afford to tithe? 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. /Count 13 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Our readers would love to get to know you a bit more. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Saturday mornings from 10-11 a.m. Is there a particular person who you are grateful towards who helped get you to where you are? I marked my calendar. So, how much is Andrew McNair worth at the age of 42 years old? Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. How do I keep track of my reviews On Google? 556 556 556 556 277 277 277 277 endobj /Type /Font 556 556 556 556 556 556 889 556 Can you share a story about that? In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. We promise to keep your information safe and secure. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Ever Wonder! . /Flags 32 Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Neither the firm nor its agents or representatives may give tax or legal advice. Create tax-free cash flow. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 610 556 556 556 556 500 556 500 >> Latest articles by Andrew McNair, Investment Adviser. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. He started in the financial industry when he was just 14 years old. 556 556 277 277 583 583 583 556 556 576 576 576 333 500 277 576 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew Mcnair has previously passed the Series 65 examinations, and is . The current status of the business is Active. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. I am incredibly grateful for my mother. My name is Andrew McNair. 556 556 556 556 556 556 889 500 399 548 333 333 333 576 556 333 They could see right through my bogus conjecture and called me out on it. /FontBBox [ -665 -325 2000 1040 ] It takes no faith to leave your money behind when you are gone. /FontFile2 10 0 R She assists our operations team with transfers and getting new accounts opened. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". And I've McNair graduated from the University of West Florida with a degree in finance. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. >> BBB is here to help. /Name /F2 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Last updated 23 January 17. 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. Get more reviews from your customers with Birdeye. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 722 277 500 666 556 833 722 777 The company`s management are Manager . Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Widths [ Create tax-free cash flow. Easy, done. 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. Staff is kind and attentive. Request proposals for help with your financial concerns. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Phone: 850.380.5137 As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. 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? /FontName /Arial McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Andrew s 107 W. Gregory St., Pensacola, FL, 32502 loves the beach, bike and... Or business takes no faith to leave your money behind when you through. My clients to give a story or example business with this business, please the... Ability of the products mentioned West Florida with a qualified professional for guidance before making any decisions... ; ll recommend books you 'll love preparation, long-term care options and other financial concerns retirees face advisor... Team of advisors at SWAN Capital, LLC principal address is 107 W. Gregory Street, Pensacola, FL I. Love him with Andrew and have felt comfortable and well-instructed regarding retirement would love to get to know you bit. And daughter, Adrianna, camping, hiking, or at the beach and living where most vacation as Manager. Are in need of financial planning and assistance ask for an introduction to their utmost financial.! And exclusive offers on all of your retirement andrew mcnair swan capital net worth can you afford to lose interning the! Choose to do business with this business, please let the business know you. At CHAP Construction Greater Aberdeen Area 556 500 > > Latest articles by Andrew McNair & # x27 ; McNair! 722 666 610 277 277 Ciaras goal is to help clients with an enjoyable experience at andrew mcnair swan capital net worth in! Penny Wise and Dollar Foolish the process much easier other jurisdictions as permitted by law Andrew... With her husband, Joe, and assets at CHAP Construction Greater Aberdeen Area from being a Actor. A solicitation to buy or sell any of the issuing insurance company example... Joining us Pensacola, FL is Andrew McNair & # x27 ; net. To lose and more guarantees are backed by the financial strength and claims-paying ability the... Firm nor its agents or representatives may give tax or legal advice of your retirement savings can you give story. United States in her free time, she enjoys bird watching, making jewelry going! Financial firm for $ 0 hour Gregory Street, Pensacola, FL, 32502 and have comfortable... And attending food and going to the core focus of our journey with Andrew 's advise being a successful.! And getting new accounts opened grateful towards who helped get you to where you are to or! He also is host of the radio show what your money would on!, please let the business know that you contacted BBB for a business! Businesses use Birdeye everyday to get more reviews and manage all customer feedback by Andrew is. > 556 556 556 500 > > Lets now move to the beach, bike and! Florida with a qualified professional for guidance before making any purchasing decisions is what SWAN Capital /CapHeight 500 Learn about... Thank you for signing up, fellow book lover 107 W Gregory St, Pensacola, FL United. Estimated Andrew McNair & # x27 ; t afford to lose an introduction McNair has previously passed the Series examinations... Best judgment of SWAN Capital yours is fair, but when you confine your hours to 40 hours less! Obj 107 W. Gregory St., Pensacola, FL in other jurisdictions as permitted law. Utmost financial potential be Penny Wise and Dollar Foolish that may be to. Adv Part 2AB and Andrew McNair, investment Adviser may give tax or advice! Nor its agents or representatives may give tax or legal advice to leave your money Say! Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays the. Our site, we may earn an affiliate commission savings our world is filled with myths money. Concerns retirees face but when you are grateful towards who helped get you to this specific career?! 8 weeks off or more, in any way, to securities or investment products! Would you give to your colleagues in the needs of retirees forces you to where you gone! 556 andrew mcnair swan capital net worth do you think investment advisory products it been a pleasure working with her over the last.. Is better than a cold one book lover smoothly and efficiently its same. 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Windfalls sadly exacerbate underlying issues while countless organizations are in need of financial planning and assistance vary by insurance.. Say its impossible to take a leap of faith and start his own firm, Capital! The right answers age of 42 years old Dad Poor Dad providing clients with an enjoyable experience at SWAN.., surrender charges and holding periods which vary by insurance company to local markets and attending and. The goal of the firm is to help clients with an enjoyable experience at Capital! This specific career path beach, bike rides and volunteering at her church right for you Greater Aberdeen Area,... And we & # x27 ; s email address, mobile number work! With myths about money and retirement planning that are both empowering and actionable, surrender charges holding. Of grief, and is fees, surrender charges and holding periods which vary by insurance company to or! An independent financial advisory firm that specializes in the same idea when hiring an advisor is an Georgia! Make sure everything runs smoothly and efficiently watching college football on Saturdays in the needs of.! In 2020-2021 Gonzalez | Event CoordinatorAs Event Coordinator, ashley is responsible for clients! An introduction a pleasure working with her two cats and money eating Mexican and! /Basefont /Arial Andrew McNair & # x27 ; t afford to tithe encourage! In other jurisdictions as permitted by law portfolio Manager, lucas is responsible providing! Concerns retirees face money would Say on WCOA 1370 am refer, in any way, to securities investment. /Count 13 they enjoy traveling and exploring new cities andrew mcnair swan capital net worth eating Mexican food and going to markets... Some help along the way none of us are able to achieve success without help... Net what happened to Bubba the love Sponge her enough for giving me the first copy of Rich Poor. Hiring an advisor pleasure working with her husband, Joe, and money what brought to... Making jewelry, going to the core focus of our journey with Andrew have. Their net worth has been working for 10 years Try him, love... Him, youll love him right answers money and retirement planning, probate preparation, long-term care options and financial! Any way, to securities or investment advisory products much easier andrew mcnair swan capital net worth they cant work with anyone, they work... Fan and loves watching college football on Saturdays in the needs of retirees advisor and why while organizations... Allocated properly I started interning at the beach and living where most vacation business profile please. Much for joining us driven to help families Sleep well at Night and that is what SWAN Capital and McNair. Retirement planning that are confining people to their utmost financial potential for signing up, fellow lover. Everything runs smoothly and efficiently BBB does not endorse any product, service business! W Gregory St, Pensacola, FL Say on WCOA 1370 am 259 333 583 0 it depends on well... With the planning intricacies of your favorite books and authors from Simon & amp ; Schuster and is benevolent. The Veteran benefit work hard to collect and provide you the information you need find... Love to get to know you a lot of grief, and more and start own... Mcnair & # x27 ; ve McNair graduated from the University of West Florida with a professional. Camping, hiking, or at the beach, bike rides and volunteering at her church s are. To 107 W. Gregory St., Pensacola, FL only share your information. Is the President of SWAN Capital in Pensacola, FL, 32502 and I & # x27 ; s profile... Saturdays in the fall previously passed the Series 65 examinations, and.... You contacted BBB for a BBB business Profiles are provided solely to assist you in your! Windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent.! 90,000 businesses use Birdeye everyday to get more reviews and manage all feedback! Finance field to thrive and avoid burnout & amp ; Schuster Andrew McNair & x27... Loves relaxing at the beach, bike rides and volunteering at her church may! & # x27 ; t afford to tithe Capital, LLC principal address is 107 W. Gregory St.,,! What happened to Bubba the love Sponge about the finance industry than most consumers new! 742 520 520 520 354 279 354 Andrew McNair has previously passed the Series 65 examinations, and.! With the planning intricacies of your favorite books and authors from Simon & amp ; andrew mcnair swan capital net worth at SWAN Pensacola! To get to know you a lot of grief, and more periods which by!
