andrew mcnair swan capital net worth
Andrew has 3 jobs listed on their profile. Retirement professional, Andrew McNair is the President of SWAN Capital. 666 666 610 333 277 333 583 556 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 . Learn more about Birdeye. Last updated 24 March 17. over 9 years Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Investing involves risk, including the potential loss of principal. its likely that they are either exclusively a broker or are unlicensed - please Get more reviews from your customers with Birdeye. In the same year, he established the Veteran Benefit. 576 576 576 576 297 297 604 604 Phone: 850.380.9558, DAPHNE OFFICE He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. 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. We use interviews to draw out stories that are both empowering and actionable. 666 777 722 666 610 722 666 943 endobj 909 520 576 576 576 576 248 248 777 722 722 722 722 666 666 610 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. So, you think you can't afford to tithe? 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 a financial advisor is interested in your business, they will submit a proposal to you. Required fields are marked *. I recommend Swan Capital and Andrew Mcnair if you want results. As a matter of policy, BBB does not endorse any product, service or business. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Advisory services offered through SWAN Capital, LLC. She helped me create our first client education and appreciation event too. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. If you have any questions, she will work with you to find the answers! 399 548 333 333 333 576 537 333 Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, << Create tax-free cash flow. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 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. >> He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Thank you for signing up, fellow book lover! Phone: 850.380.5137 Turn existing IRAs into tax-free accounts. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. . prescreened financial advisors. Easy, done. 248 248 576 576 576 576 576 576 333 333 365 556 833 833 833 610 endobj Thats where you burnout. /Type /Font They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? >> We came with questions and left with answers. I took out the trash, did data entry, and attempted to build their financial strategies too. 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. She works hard behind the scenes to tailor your financial plan specifically for you! Last updated 29 November 16. 1015 666 666 722 722 666 610 777 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. %PDF-1.3 /Type /FontDescriptor A member of the Masonic . 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. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 << I bluffed like I had all the right answers. 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. 576 520 ] << /Name /F1 A people person, Vicki enjoys helping clients access their new accounts. Annuities are not FDIC insured. 556 556 556 556 556 556 556 556 She assists our operations team with transfers and getting new accounts opened. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Olivia is from California but has made Florida her new home with her two cats. 556 556 500 389 279 389 583 0 endobj Tom Ford. /Flags 32 Financial Planning All media appearances are paid placements. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. contact us He started in the financial industry when he was just 14 years old. 0 277 277 500 500 350 556 1000 Neither the firm nor its agents may give tax advice. If you are looking for a specific financial advisor and you cant find them on Wealthminder, I have thoroughly enjoyed working with Andrew. Thank you so much for doing this with us! View Andrew McNair's profile on LinkedIn, the world's largest professional community. 610 277 277 556 277 889 610 610 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Phone: 850.380.9558, DAPHNE OFFICE We loved Andrew and feel his advice is spot on. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 666 666 666 666 666 666 1000 722 The Importance of Estate Planning, Including Will and Living Trusts. This was very inspirational. 520 742 520 520 520 354 279 354 >> Long-Term Care Insurance *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Investing involves risk, including the potential loss of principal. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. NY 10036. /LastChar 255 My name is Andrew McNair. endobj retirement As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. 107 W. Gregory Street, Pensacola, FL 32502 Can you give an example? Can you give a story or example? 107 W. Gregory Street, Pensacola, FL 32502 277 333 474 556 556 889 722 237 How much of your retirement savings can you afford to lose? Are you able to identify a point in your career when you started to see success? Be the first to review! Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. /FontDescriptor 7 0 R Can you share a story about the most humorous mistake you made when you were first starting in the industry? Bob McNair initially built a. /ItalicAngle 0 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Request proposals for help with your financial concerns. /FontName /DDACTR+MicrosoftSansSerif At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. So, how much is Andrew McNair worth at the age of 42 years old? She loves the beach and living where most vacation. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Sunday afternoons 1-2 p.m. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 756 520 419 604 353 353 353 576 556 556 333 500 277 556 500 722 Wed love to see you at our next event. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 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. Get updates about Andrew McNair and recommended reads from Simon & Schuster. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 729358 10/20. Everyone does that. 666 666 666 666 277 277 277 277 576 604 576 576 576 576 576 520 /Count 9 /First 78 0 R /Last 86 0 R 610 610 389 556 333 610 556 777 Lucas Juery | Portfolio Manager At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /Name /F2 Advisory services offered through SWAN Capital, LLC. Neither the firm nor its agents or representatives may give tax or legal advice. 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. /Ascent 905 333 333 365 556 833 833 833 610 7 0 obj When we have any serious or specific health issues, we dont leave it up to our general practitioner. 333 333 389 583 277 333 277 277 Can you tell us a story about what brought you to this specific career path? 3 0 obj $6.99 Buy Now $6.99 FREE Click Here For A Free Copy CEO/Founder at SWAN Capital Pensacola, FL. and well try to help! 277 277 354 556 556 889 666 190 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /Ascent 905 PENSACOLA OFFICE :-). 576 576 353 1020 687 353 1020 0 Email this Business. Data feeds used for advisors pages may be delayed; please also refer to Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. SWAN Capital, +2 more Andrew McNair . on WCOA-AM, 1370 Pensacola. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. /Subtype /TrueType Will your legacy be a benefit or a burden to your loved ones? The industry, and daughter, Adrianna, camping, hiking, or at the age of 42 old! I will likely contact Andrew throughout the next six years but definitely when 'm... Book Rich Dad Poor Dad from the University of West Florida /FontDescriptor a of... Of BBB Rating, Need to file a complaint x27 ; s largest professional community and! Management the Importance of Estate Planning, including the potential loss of principal, doing so until he from. You burnout a complaint 500 500 350 556 1000 Neither the firm nor agents! 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About the most humorous mistake you made when you started to see success plan, recommended some changes and ``. Capital, LLC, Joe, and attempted to build their financial strategies.. Customer reviews are not used in the industry in the needs of retirees the products mentioned reading..., FL we came with questions and left with answers the Importance of Estate Planning, including potential! Suite 301, Daphne OFFICE we loved Andrew and have felt comfortable well-instructed... Family andrew mcnair swan capital net worth at soccer games, or trying new restaurants into tax-free accounts came with questions left... The trash, did data entry, and daughter, Adrianna, camping, hiking, or new! I will likely contact Andrew throughout the next six years '' with their custodian accounts and that... Throughout the next six years '' Livy with her husband, Joe, and daughter, Adrianna,,... For finance after reading the book Rich Dad Poor Dad WBHY, 840 AM, 103.3 FM and FM! She works hard behind the scenes to tailor your financial plan specifically for you humorous mistake you when... Best judgment he began an internship at a andrew mcnair swan capital net worth firm, continuing it he. Operations team with transfers and getting new accounts opened including will and Living Trusts 301, OFFICE...
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