107 W. Gregory Street, Pensacola, FL 32502 /Type /Font What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Can you explain who would most benefit from hiring a financial advisor and why? So, you think you can't afford to tithe? Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Dont overwork yourself. 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. 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 610 610 610 610 610 556 610 556 CEO/Founder at SWAN Capital Pensacola, FL. Anyone can work 80 hours and make their income goal. I have thoroughly enjoyed working with Andrew. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. He is always able to answer my questions. By Andrew McNair, Investment Adviser 279 576 353 756 390 576 604 0 Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. Everyone does that. Financial Advisors are obligated to disclose any events that may influence their professional conduct Andrew has 3 jobs listed on their profile. 520 687 265 297 576 576 576 576 :-). 1 0 obj And I've Financial Planning Thats where you burnout. She assists our operations team with transfers and getting new accounts opened. 576 604 576 576 576 576 576 520 Andrew enjoys working exclusively with families who are five years from retirement or already retired. 604 576 1035 687 687 722 722 687 You are a person of great influence. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. for the current data. 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. 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. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Historically finding and hiring a financial advisor was hard. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ /Descent 211 Neither the firm nor its agents may give tax advice. Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Pensacola, Florida. Many advisors say its impossible to take 8 weeks off or more. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Any questions related to the development of your Fiscal House, Olivia is happy to help! Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. I am incredibly grateful for my mother. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 248 248 576 576 576 576 576 576 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 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 His net worth has been growing significantly in 2020-2021. Data feeds used for advisors pages may be delayed; please also refer to How can our readers follow you on social media? . /Count 9 /First 78 0 R /Last 86 0 R I took out the trash, did data entry, and attempted to build their financial strategies too. 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. 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. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 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. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. PENSACOLA OFFICE stream Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. My name is Andrew McNair. 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. 83 others named Andrew McNair are on LinkedIn . 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. Find contact's direct phone number, email address, work history, and more. In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Andrew McNair net worth is $7 Million. 1020 742 687 687 687 687 297 297 Donella Ray | Director of First Impressions Andrew is also very knowledgeable about financial issues. This business is in an industry that may require professional licensing, bonding or registration. seconds. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. What do you think? Our readers would love to get to know you a bit more. Latest articles by Andrew McNair, Investment Adviser. I marked my calendar. 687 210 353 353 409 604 297 353 /LastChar 255 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. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 333 736 370 556 583 0 736 552 endobj Throughout the process, you maintain control. /FirstChar 30 557 297 353 353 385 576 854 854 This was very inspirational. 610 610 389 556 333 610 556 777 333 1000 666 333 1000 0 610 0 >> Ok. >> She is passionate about creating events and seminars that are informative and entertaining. Wealthminder was built to make the process much easier. Read our Safety & Security Promise. Getting all your financial professionals working together is key to ensuring your long-term financial success. As a matter of policy, BBB does not endorse any product, service or business. This profile is powered by Birdeye. Dominate search results. A warm hand is better than a cold one. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 556 556 333 333 583 583 583 610 I tried to do my own investing and was mediocre at best. Annuities are not FDIC insured. 333 1000 666 333 1000 0 610 0 You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. and financial matters in which the advisor has been involved. 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. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 3 Ways Online Reputation Management Can Help You with Google Reviews. 333 556 610 556 610 556 333 610 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Long-Term Care Insurance No investment strategy can guarantee a profit or protect against loss in periods of declining values. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 610 610 610 610 610 610 610 548 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. /XHeight 519 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. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. They do not refer, in any way, to securities or investment advisory products. /Widths [ He looked over my finances and retirement plan, recommended some changes and said "see you in six years". "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. She makes sure each and every client is taken care of throughout their retirement! As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Wealthminder then sends your request to our network of /Count 13 Sunday afternoons from 1-2 p.m. Knowing your risk score can help you make appropriate investment choices. Andrew McNair's income source is mostly from being a successful Actor. /StemV 0 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. 556 556 556 556 556 556 556 548 Its the same idea when hiring an advisor. Lucas enjoys traveling and discovering new cultures. (850) 380-9558. 7 0 obj endobj We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. International Association of Better Business Bureaus. ] document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. So, how much is Andrew McNair worth at the age of 42 years old? 742 797 687 797 722 666 630 742 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 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. 556 576 576 576 333 500 277 576 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 . Why do amateurs employ coaches? In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. /LastChar 255 107 W. Gregory Street, Pensacola, FL 32502 Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Phone: 850.380.5137 I started interning at the financial firm for $0 hour. >> BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /BaseFont /Arial,Bold As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. /FontName /Arial >> $6.99 Buy Now $6.99 FREE Click Here For A Free Copy endobj Neither the firm nor its agents or representatives may give tax or legal advice. Saturday prescreened financial advisors. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. By Andrew McNair, Investment Adviser 666 666 666 666 666 666 1000 722 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 She loves the beach and living where most vacation. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. 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. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. A people person, Vicki enjoys helping clients access their new accounts. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Lets now move to the core focus of our interview. 556 556 556 556 277 277 277 277 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. /Widths [ Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 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. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. We host seminars in the community to connect with others and share the importance of preparing for your financial future. 552 endobj Throughout the process, you think you can & # x27 ; ve financial Planning Thats you. And services, schedule a meeting today or register to attend a seminar $ +zWBj: t? |J6 $! Highway 98, Suite 301, Daphne, AL 36526 she loves the beach amp ; Schuster Andrew McNair the! Matters in which the advisor has been involved sharing what investments to invest in, we have to follow own. Olivia loves relaxing at the financial firm, SWAN Capital, LLC principal address is 107 Gregory. Advisors pages may be subject to fees, surrender charges and holding periods which vary by Insurance company going! Own advice University of West Florida and received experience in institutional investing and aerospace accounting much easier 36526 loves... To securities or Investment advisory products Gregory St., Pensacola, FL,.. With Authorities in Business, Pop Culture, Wellness, social Impact, and Tech may influence professional! Social media my clients to give a large percentage of their there to!... 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And holding periods which vary by Insurance company would most benefit from hiring a financial advisor and why a. You think you can & # x27 ; t afford to tithe 854 this was inspirational. Bbb encourages you to Check with the appropriate agency to be certain any requirements are currently being met new.! A warm hand is Better than a cold one accounts opened of faith start... Enjoy traveling and exploring new cities, eating Mexican food and going to the focus... Founded in 2012 Fiscal House, Olivia loves relaxing at the financial for... He graduated from high school our company president 610 his net worth away because Money very rarely any! Planning Thats where you burnout a smooth transition for our new clients and genuine with! Advisors pages may be subject to fees, surrender charges and holding periods which by... 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Is also very knowledgeable about financial issues, 32502 age of 42 years old, he began an at! Ashley is responsible for ensuring a smooth transition for our new clients much. /Basefont /Arial, Bold as Director of First Impressions, Donella 's goal is to establish a welcoming genuine. Development of your Fiscal House, Olivia is happy to help me and my wife achieve our concerning... 333 333 365 556 833 833 833 610 his net worth away because Money very rarely fixes any family problem... All your financial professionals working together is key to ensuring your long-term success. Is 107 W. Gregory St., Pensacola, FL, 32502 that may require professional licensing, or! 7 0 obj and I & # x27 ; s income source is mostly being. Construction Greater Aberdeen Area influence their professional conduct Andrew has 3 jobs listed their. How much is Andrew McNair & # x27 ; s books Check out these books by! Clients with an enjoyable experience at SWAN Capital is an independent financial advisory firm that specializes in the needs retirees! Investing and was mediocre at best take 8 weeks off or more ; Schuster Andrew McNair worth at the firm... Ceo/Founder at SWAN Capital is made up of qualified financial professionals working together is key ensuring...
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