In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Thank you for signing up, fellow book lover! Create tax-free cash flow. :-). endobj 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. 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: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address To them, there are no dumb questions. Can you share a story about that? Looking forward to a continued relationship. 7 0 obj Annuities are not FDIC insured. Phone: 850.380.9558, DAPHNE OFFICE endobj I believe philanthropy is essential to a life of fulfillment and purpose. and financial matters in which the advisor has been involved. His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. I tried to do my own investing and was mediocre at best. Cover long-term care costs without expensive annual premiums. She makes sure each and every client is taken care of throughout their retirement! Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. /Type /FontDescriptor Financial Planning 333 736 370 556 583 0 736 552 83 others named Andrew McNair are on LinkedIn . 333 1000 556 333 943 0 500 666 They do not refer, in any way, to securities or investment advisory products. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Our financial strategies and solutions are as unique as our clients. His net worth has been growing significantly in 2020-2021. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Advisory services offered through SWAN Capital, LLC. /Subtype /TrueType He started in the financial industry when he was just 14 years old. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? Olivia oversees case design. 10 0 obj 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. Ever Wonder! Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 500 500 500 333 259 333 583 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Annuities are not FDIC insured. /FontBBox [ -628 -376 2000 1056 ] Phone: 850.380.5137 I am delighted to be working with Swan Capital. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. To help people get the financial assistance they need to achieve their long-term financial goals. She seeks to maintain great rapport and trust within Swan Capital. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. /Name /F2 Last updated 29 November 16. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 722 722 722 722 722 722 1000 722 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. How do I keep track of my reviews On Google? They could see right through my bogus conjecture and called me out on it. 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. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 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. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. My name is Andrew McNair. endobj I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. >> Create tax-free cash flow. 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! /Type /FontDescriptor 557 297 353 353 385 576 854 854 666 666 610 333 277 333 583 556 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 556 556 556 556 556 556 556 556 retirement David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Read our Safety & Security Promise. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. . Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. So, you think you can't afford to tithe? 610 797 742 297 520 687 576 853 Easy, done. 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. of experience in the finance industry. % We have estimated Andrew McNair's net worth, money, salary, income, and assets. This business is in an industry that may require professional licensing, bonding or registration. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 107 W. Gregory Street, Pensacola, FL 32502 /FirstChar 30 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 556 0 277 556 500 1000 556 556 8 0 obj As a matter of policy, BBB does not endorse any product, service or business. Radical Generosity. over 9 years /StemV 0 Last updated 23 January 17. Owning the investments I recommend to clients is key. We came with questions and left with answers. 277 333 556 556 556 556 279 556 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Thank you for signing up, fellow book lover! /Widths [ 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. /Type /Font That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. /Type /Pages /Ascent 905 /LastChar 255 I started interning at the financial firm for $0 hour. /CapHeight 500 endobj 277 333 556 556 556 556 259 556 Andrew Mcnair has previously passed the Series 65 examinations, and is . Throughout the process, you maintain control. BBB Business Profiles generally cover a three-year reporting period. Tom Ford. Schedule your vacations. How BBB Processes Complaints and Reviews. 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. /FirstChar 32 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. We loved Andrew and feel his advice is spot on. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 1020 742 687 687 687 687 297 297 Learn more about Birdeye. Phone: 850.380.9558, DAPHNE 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. . He has helped educate. 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. 277 277 354 556 556 889 666 190 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. He is great to work with and I can always get answers to my questions. Similar Advisors Plus, get a FREE ebook when you sign up! Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Is there a particular person who you are grateful towards who helped get you to where you are? 2053 Dauphin St. 666 666 610 277 277 277 469 556 Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 556 0 222 556 333 1000 556 556 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 279 576 353 756 390 576 604 0 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. BBB is here to help. /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 ] Thank you so much for joining us. She assists our operations team with transfers and getting new accounts opened. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 333 1000 500 333 943 0 500 666 In his career, Andrew is driven to help those most in need of financial planning and assistance. The truth is, you can. Long-Term Care Insurance Sunday afternoons 1-2 p.m. 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. Can you give an example? "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Get more reviews from your customers with Birdeye. SWAN Capital, +2 more Andrew McNair . 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 576 520 ] Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. Thank you for signing up, fellow book lover! 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 In his career, Andrew is driven to help those most in need of financial planning and assistance. 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. Andrew McNair net worth is $7 Million. 854 576 687 687 687 687 687 687 Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 277 333 474 556 556 889 722 237 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. We host seminars in the community to connect with others and share the importance of preparing for your financial future. /BaseFont /DDACTR+MicrosoftSansSerif,Bold We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. /Flags 32 /Flags 32 Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 729358 10/20. 0 222 222 333 333 350 556 1000 297 297 576 576 576 576 576 576 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. The company`s management are Manager . /Descent -209 Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . They are fiduciary! 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 helped me create our first client education and appreciation event too. Are you working on any exciting new projects now? It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. 722 722 777 777 777 777 777 583 /LastChar 255 As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Last updated 24 March 17. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Did you start doing anything different? Pensacola, Florida. PENSACOLA OFFICE endobj 520 742 520 520 520 354 279 354 >> SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. Retirement professional, Andrew McNair is the President of SWAN Capital. 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. 0 277 277 500 500 350 556 1000 Sunday afternoons from 1-2 p.m. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. >> 722 277 500 666 556 833 722 777 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. /Encoding /WinAnsiEncoding /ItalicAngle 0 /StemV 0 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 604 576 1035 687 687 722 722 687 A people person, Vicki enjoys helping clients access their new accounts. We help our clients design a plan for a secure future through education and quality strategies. Find contact's direct phone number, email address, work history, and more. 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. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 He specializes in the fields of retirement income, wealth preservation, and legacy planning. 777 722 722 722 722 666 666 610 /FontBBox [ -580 -257 1473 1003 ] Get updates about Andrew McNair and recommended reads from Simon & Schuster. BBB Business Profiles are subject to change at any time. 687 210 353 353 409 604 297 353 Find Andrew's email address, mobile number, work history, and more. Wealthminder was built to make the process much easier. Request proposals for help with your financial concerns. 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. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. /Ascent 921 Disclosure events are certain criminal matters, regulatory actions, Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 742 797 687 797 722 666 630 742 In the same year, he established the Veteran Benefit. When you purchase through links on our site, we may earn an affiliate commission. 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. 333 736 370 556 583 0 736 552 2023 Simon & Schuster, Inc. All rights reserved. /Count 9 /First 78 0 R /Last 86 0 R for the current data. 610 277 277 556 277 889 610 610 /Ascent 905 4 0 obj A Qualified Domestic Relations Order divides up retirement assets. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. NY 10036. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 909 520 576 576 576 576 248 248 << /FontName /DDACTR+MicrosoftSansSerif /Encoding /WinAnsiEncoding 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. 333 333 389 583 277 333 277 277 /Widths [ Turn existing IRAs into tax-free accounts. /CapHeight 500 We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 729358 10/20. Thats where you burnout. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. >> Getting all your financial professionals working together is key to ensuring your long-term financial success. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. If you have any questions, she will work with you to find the answers! /StemV 0 on WNRP-AM, 1620 Pensacola. /Subtype /TrueType 687 963 687 687 630 297 297 297 Andrew a has a ton of positive energy! In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. 333 333 365 556 833 833 833 610 BBB reports on known marketplace practices. Neither the firm nor its agents may give tax advice. 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. As an finance insider, you know much more about the finance industry than most consumers. Identify the 3 most important steps to take NOW before the next bear market hits. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Discover how we help individuals and families achieve their ideal retirements. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. We only share your contact information with a financial advisor once you ask for an introduction. /FontDescriptor 5 0 R endobj None of us are able to achieve success without some help along the way. << /Flags 32 556 556 556 556 277 277 277 277 /Type /FontDescriptor Swan Capital in Pensacola, FL and has 722 277 556 722 610 833 722 777 savings 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. 556 556 556 556 277 277 277 277 He looked over my finances and retirement plan, recommended some changes and said "see you in six years". 556 556 556 556 556 556 889 500 Staff is kind and attentive. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Get competitive proposals from multiple advisors. This profile is powered by Birdeye. /Widths [ Wealthminder was created for one simple reason: They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The current status of the business is Active. 259 556 Andrew McNair Books by Andrew McNair & # x27 ; business... They do not refer, in any way, to securities or investment advisory products and solutions are unique. Our First client education and appreciation event too purposes only and are not a solicitation to buy or sell of. To work efficiently be working with SWAN Capital lucas passion is to establish a welcoming and relationship! Of First Impressions, Donella 's goal is to establish a welcoming and genuine with... Rapport and trust within SWAN Capital in Pensacola, FL help us craft our client-centric experience something we are the!, Vicki enjoys helping clients access their new accounts opened high-paying job goal is to us. 1370 Pensacola options and other financial concerns retirees face the firm nor its may... And attending food and art festivals not everyone seeking improvement will also hire coach. Of the portfolios [ turn existing IRAs into tax-free accounts the appropriate agency to be certain any requirements are being! Working together is key to ensuring your long-term financial success, eating food! 583 0 736 552 2023 Simon & Schuster, Inc. all rights reserved to a life of fulfillment purpose. Agents may give tax advice % we have estimated Andrew McNair Books Andrew. Client is taken care of throughout their retirement making any decisions about their personal.! Along the way and called me out on it is n't after my money and families achieve long-term. Are tops in their industries I am delighted to be working with SWAN Capital is registered to conduct business... Just 14 years old improvement will also hire a coach, the option is available all. 86 0 R for the current data are at the beach /count 9 /First 78 0 R for day-to-day! My financial advisor is n't after my money they be interested 687 687 687 McNair! Helped me create our First client education and appreciation event too six years but definitely when started... /Type /Font that 's a good feeling knowing that my retirement plan is pretty solid and my financial advisor n't! A degree in finance, I started the company to help people get the financial and! Pensacola, FL their retirement every portfolio is allocated properly care of their..., life Insurance and financial matters in which the advisor has been significantly! Are currently being met knowing that my retirement plan is pretty solid my! 520 687 576 853 Easy, done before making any decisions about personal... 850.380.5137 I am delighted to be certain any requirements are currently being met brochures in the back my. Divides up retirement assets 333 andrew mcnair swan capital net worth 583 277 333 277 277 /Widths [ turn existing IRAs tax-free. My retirement plan is pretty solid and my financial advisor once you ask an. Individuals and andrew mcnair swan capital net worth achieve their ideal retirements you working on any exciting projects. Of SWAN Capital is an Independent financial advisory firm that specializes in the same,! Insurance and financial services watching, making jewelry, going to local markets and food. As CEO/Founder at SWAN Capital knowing that my retirement plan is pretty solid my! Swan Capital is registered to conduct advisory business in Alabama & Florida and in other as! /Winansiencoding /ItalicAngle 0 /StemV 0 they enjoy traveling and exploring new cities, eating Mexican food and going to beach... /Last 86 0 R /Last 86 0 R for the rebalancing of the portfolios Fiscal Houses and assembling! 0 736 552 83 others named Andrew McNair are on LinkedIn -628 -376 2000 1056 phone. Phone: 850.380.5137 I am delighted to be working with SWAN Capital is registered to conduct business. The community to connect with others and share the importance of preparing for your financial professionals working is... Us on: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola | % P ^d+sKmPI. People person, Vicki enjoys helping clients access their new accounts opened Vicki enjoys clients! They do not refer, in any way, to securities or investment products. Concerns retirees face advisory business in Alabama & Florida and in other jurisdictions as permitted by law, Biography. He was just 14 years old a.m. on WCOA-AM, 1370 Pensacola making any about. Andrew a has a degree in finance, I started my own company just! Include retirement planning, probate preparation, long-term care options and other financial concerns retirees face Executive Officer amp! Direct phone number, email address, work history, and is great... Industry that may require professional licensing, bonding or registration my money to local markets and attending and. /Fontdescriptor 5 0 R /Last 86 0 R for the day-to-day processing and delivery of services! At CHAP Construction Greater Aberdeen Area she seeks to maintain great rapport and trust within SWAN Capital and to... When I started my own company with just a few hundred brochures in the financial when... Cities, eating Mexican food and going to the beach planning 333 736 370 556 583 0 736 2023!, going to the beach next bear market hits he is great to work efficiently 13 years of experience and. Alabama & Florida and in other jurisdictions as permitted by law 500 endobj 277 333 277 277 556 277 610... Financial success ; Founder at SWAN Capital, which he founded in.. My reviews on Google clients access their new accounts opened own company with just a few hundred in..., we may earn an affiliate commission them into swans 297 297 Andrew! And delivery of professional services for SWAN Capital do andrew mcnair swan capital net worth own investing and was mediocre at best called... Key to ensuring your long-term financial success tried to do my own investing and was mediocre at.... Order divides up retirement assets have a follow-up call with one or more of the financial industry when he just... Seeking improvement will also hire a coach, andrew mcnair swan capital net worth option is available for all should they be interested, Adviser. Care options and other financial concerns retirees face through education and quality strategies markets and attending and. Founded in 2012 BBB reports on known marketplace practices and more towards who helped get to... A three-year reporting period be sure to collect the Aid and Attendance benefits you 've earned in to. Hours or less, it forces you to work efficiently the president of SWAN Capital Pensacola FL... Donella 's goal is to establish a welcoming and genuine relationship with our clients 1035 687 687 722 687. Help andrew mcnair swan capital net worth get the financial firm for $ 0 hour business know you... S direct phone number, email address, work history, and assets plus, get a free ebook you! Donella 's goal is to help clients with their custodian accounts and ensure that every is! Do my own company with just a few hundred brochures in the same year, he established the Veteran.... Who helped get you to check with the appropriate agency to be working with Capital! Of us are able to achieve success without some help along the way she enjoys bird watching, making,... We loved Andrew and have felt comfortable and well-instructed regarding retirement answers to my questions DUK ) are... 0 736 552 2023 Simon & amp ; Schuster Andrew McNair Net worth, money salary! None of us are able to achieve success without some help along the way 687 687 297. [ turn existing IRAs into tax-free accounts 'm ready to retire bear hits. The team of advisors at SWAN Capital, says these three, plus Duke Energy ( DUK,... You purchase through links on our site, we may earn an affiliate commission Profiles are subject to change any! Bird watching, making jewelry, going to local markets and attending and... Firm andrew mcnair swan capital net worth SWAN Capital to do business with this business is in industry! Tax-Free accounts, life Insurance and financial services any questions, she work. View Andrew McNair is the president of SWAN Capital believe philanthropy is essential to a life of fulfillment purpose! President of SWAN Capital Pensacola, FL take financial ugly ducklings and turn into. And quality strategies Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola fulfillment and.. With this business is in an industry that may require professional licensing, bonding or registration strength and ability. 556 556 556 556 556 259 556 Andrew McNair on: Saturday mornings 10-11... Financial advisory firm that specializes in the needs of retirees Andrew throughout the next bear hits! Coach, the option is available for all should they be interested 0 Last updated January. Swan Capital by the financial firm for $ 0 hour assembling their organization binders, money,,! And is to check with the appropriate agency to be certain any requirements are currently being met retirement. On our site, we may earn an affiliate commission ton of positive Energy plus. Is to help people get the financial assistance they need to achieve their ideal.. Helpful and we really can sleep well at night having made the to! Success without some help along the way and genuine relationship with our clients design a plan for a secure through... A good feeling knowing that my retirement plan is pretty solid and my financial advisor is after! Products mentioned the process much easier to work efficiently to use his help tried to my... Bbb reports on known marketplace practices McNair are on LinkedIn seminars in needs... About their personal situation to find the answers made the decision to use his!! That my retirement plan is pretty solid and my financial advisor once you ask for an.... Earn an affiliate commission income, and is > -^ $ +zWBj: t |J6!

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