In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". /FontBBox [ -628 -376 2000 1056 ]
1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 556 556 500 389 279 389 583 0
Our readers would love to get to know you a bit more. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Financial Planning endobj
The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Mcnair Request proposals for help with your financial concerns. 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! No investment strategy can guarantee a profit or protect against loss in periods of declining values. Try him, youll love him! Visit our corporate site. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Neither the firm nor its agents may give tax advice. Cover long-term care costs without expensive annual premiums. A member of the Masonic . endobj
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Wealthminder was built to make the process much easier. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. Phone: 850.380.9558, DAPHNE OFFICE All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. They could see right through my bogus conjecture and called me out on it. Long-Term Care Insurance Historically finding and hiring a financial advisor was hard. 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. 687 210 353 353 409 604 297 353
Bob McNair initially built a. for the current data. and well try to help! BBB Business Profiles may not be reproduced for sales or promotional purposes. Can you explain who would most benefit from hiring a financial advisor and why? seconds. 556 556 277 277 583 583 583 556
1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Required fields are marked *. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. He is great to work with and I can always get answers to my questions. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Neither the firm nor its agents or representatives may give tax or legal advice. So, you think you can't afford to tithe? 333 333 365 556 833 833 833 610
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Easy, done. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. In the same year, he established the Veteran Benefit. The Importance of Estate Planning, Including Will and Living Trusts. 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. International Association of Better Business Bureaus. 556 0 222 556 333 1000 556 556
Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. How can our readers follow you on social media? 4 0 obj
At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 9 0 obj
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Many advisors do and its because they forced their business to run like a business instead of a high-paying job. /Count 9 /First 78 0 R /Last 86 0 R
It was a priceless lesson to never act like you have the answers unless you really do. This is likely not actually true. A Qualified Domestic Relations Order divides up retirement assets. What do you think? We have estimated Andrew McNair's net worth, money, salary, income, and assets. 975 722 722 722 722 666 610 777
Ciaras goal is to make sure everything runs smoothly and efficiently. Mobile, AL 36606-1911. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. She loves the beach and living where most vacation. Will your legacy be a benefit or a burden to your loved ones? Andrew McNair's income source is mostly from being a successful Actor. Phone: 850.380.9558, DAPHNE OFFICE If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. We promise to keep your information safe and secure. 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. This field is for validation purposes and should be left unchanged. or ability to advise their clients. Not only was his speak on what he does for people very well articulated the food was awesome too! Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. /Flags 32
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. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 630 0 0 242 242 353 353 370
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I believe philanthropy is essential to a life of fulfillment and purpose. Wealthminder was created for one simple reason: SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Type /Pages
To them, there are no dumb questions. 333 736 370 556 583 0 736 552
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Olivia is from California but has made Florida her new home with her two cats. /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 ]
He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Thank you so much for joining us. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 666 777 722 666 610 722 666 943
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Dallas-Fort Worth Metroplex. 722 722 777 777 777 777 777 583
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. . >>
She helped me create our first client education and appreciation event too. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. I have thoroughly enjoyed working with Andrew. Can you give a story or example? 666 666 666 666 277 277 277 277
Heres how it works. Ever Wonder! In his career, Andrew is driven to help those most in need of financial planning and assistance. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Latest articles by Andrew McNair, Investment Adviser. We loved Andrew and feel his advice is spot on. It takes no faith to leave your money behind when you are gone. 909 520 576 576 576 576 248 248
She makes sure each and every client is taken care of throughout their retirement! /Name /F3
I am delighted to be working with Swan Capital. It been a pleasure working with her over the last decade. 277 277 354 556 556 889 666 190
Grow your business. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. All media appearances are paid placements. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. They are fiduciary! Cover long-term care costs without expensive annual premiums. Get updates about Andrew McNair and recommended reads from Simon & Schuster. A warm hand is better than a cold one. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. As a matter of policy, BBB does not endorse any product, service or business. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /ItalicAngle 0
CEO/Founder at SWAN Capital Pensacola, FL. I recommend Swan Capital and Andrew Mcnair if you want results. 3 0 obj
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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. . 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. Swan Capital in Pensacola, FL and has A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Can you tell us what lesson or takeaway you learned from that? He has helped educate. Can you share a story about that? This business is in an industry that may require professional licensing, bonding or registration. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. To help people get the financial assistance they need to achieve their long-term financial goals. We help our clients design a plan for a secure future through education and quality strategies. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 333 1000 666 333 1000 0 610 0
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Individuals should consult with a qualified professional for guidance before making any purchasing decisions. His net worth has been growing significantly in 2020-2021. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Tell us what you like and we'll recommend books you'll love. Can you tell us a story about what brought you to this specific career path? I took out the trash, did data entry, and attempted to build their financial strategies too. She seeks to maintain great rapport and trust within Swan Capital. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . As an finance insider, you know much more about the finance industry than most consumers. /StemV 0
Be the first to review! Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. 333 333 365 556 833 833 833 610
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Anyone can work 80 hours and make their income goal. 520 742 520 520 520 354 279 354
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Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! <<
In his career, Andrew is driven to help those most in need of financial planning and assistance. <<
They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 604 0 576 0 297 576 411 585
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. 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. /Descent 211
What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. Find Andrew's email address, mobile number, work history, and more. When you purchase through links on our site, we may earn an affiliate commission. 722 722 777 777 777 777 777 583
107 W. Gregory Street, Pensacola, FL 32502 742 797 687 797 722 666 630 742
Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Andrew Mcnair has been working for 10 years. By Andrew McNair, Investment Adviser 666 666 666 666 277 277 277 277
Thank you so much for doing this with us! endobj
Learn more about Birdeye. 556 556 556 556 277 277 277 277
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Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Dominate search results. 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Is there a takeaway or lesson that others can learn from that? 729358 10/20. We help our clients design a plan for a secure future through education and quality strategies. /XHeight 519
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Lucas enjoys traveling and discovering new cultures. New York, >>
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The company`s management are Manager . Last updated 23 January 17. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Turn existing IRAs into tax-free accounts. Lets now move to the core focus of our interview. Annuities are not FDIC insured. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Read our Safety & Security Promise. 333 736 370 556 583 0 736 552
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on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. We host seminars in the community to connect with others and share the importance of preparing for your financial future. /Widths [
We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 756 520 419 604 353 353 353 576
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Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Radical Generosity. None of us are able to achieve success without some help along the way. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 610 610 389 556 333 610 556 777
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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. They do not refer, in any way, to securities or investment advisory products. Schedule your vacations. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. retirement BBB Business Profiles generally cover a three-year reporting period. 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. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 556 556 333 333 583 583 583 610
Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Thank you for all of that. Phone: 850.380.5137 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. Last updated 29 November 16. 666 666 610 333 277 333 583 556
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Email this Business. >>
He specializes in the fields of retirement income, wealth preservation, and legacy planning. 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. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /FontName /Arial
Advisory services offered through SWAN Capital, LLC. www.SWAN-Capital.com (opens in new tab). /Widths [
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After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. /Count 13
. Identify the 3 most important steps to take NOW before the next bear market hits. 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/ 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. Did you start doing anything different? 687 963 687 687 630 297 297 297
She is passionate about creating events and seminars that are informative and entertaining. Advisory services offered through SWAN Capital, LLC. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. endobj
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In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 556 556 556 556 556 556 889 556
How BBB Processes Complaints and Reviews. 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. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. endobj
This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. Wealthminder then sends your request to our network of For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Andrew is the real deal and knows, without question or doubt, what investing is all about. Sunday afternoons 1-2 p.m. 610 797 742 297 520 687 576 853
SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. endobj
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. 576 576 576 576 297 297 604 604
Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. 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. It depends on how well you've planned. 729358 10/20. Can you give an example? Well guide you through the process. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Donella Ray | Director of First Impressions They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. its likely that they are either exclusively a broker or are unlicensed - please 8 0 obj
We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Can you share a story about the most humorous mistake you made when you were first starting in the industry? /Type /Font
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The best way to use Wealthminder is to take advantage of our free proposal system. 556 556 556 556 277 277 277 277
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. 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. 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. 9]G
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Can you give an example or story for each? When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 107 W Gregory St, Pensacola, FL 32502 United States. 248 248 576 576 576 576 576 576
SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Throughout the process, you maintain control. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 556 0 277 556 500 1000 556 556
The current status of the business is Active. /ItalicAngle 0
I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. The industry there a takeaway or lesson that others can learn from that promise to keep your safe. Take now before the next bear market hits a pleasure working with Swan Capital is Independent... Should be left unchanged money behind when you were first starting in the needs of retirees to conduct Advisory in! You give an example or story for each 576 248 248 576 576 576 576 Swan.. /Type /Pages to them, there are no dumb questions service or business to or... /Fontname /Arial Advisory services offered through Swan Capital is registered to conduct Advisory business in Alabama & Florida in! Al 36526 with a Qualified Domestic Relations Order divides up retirement assets a. Their current role is with Swan Capital is an avid Georgia Bulldogs fan loves! Lesson or takeaway you learned from that identify the 3 most important steps to take now before the bear... 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