Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Wealthminder was created for one simple reason: Andrew a has a ton of positive energy! Olivia is from California but has made Florida her new home with her two cats. /FontName /DDACTR+MicrosoftSansSerif Mobile, AL 36606-1911. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 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 . 2 0 obj At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /Descent 211 Last updated 24 March 17. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. 107 W. Gregory Street, Pensacola, FL 32502 Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. By Andrew McNair, Investment Adviser 83 others named Andrew McNair are on LinkedIn . /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 ] Cover long-term care costs without expensive annual premiums. Neither the firm nor its agents may give tax advice. Advisory services offered through SWAN Capital, LLC. :-). /Encoding /WinAnsiEncoding This business is in an industry that may require professional licensing, bonding or registration. The company`s management are Manager . At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. contact us 604 0 576 0 297 576 411 585 248 248 576 576 576 576 576 576 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 277 277 354 556 556 889 666 190 He specializes in the fields of retirement income, wealth preservation, and legacy planning. endobj >> endobj It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. This is likely not actually true. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. He has helped educate. /Descent 211 Can you share a story about that? Heres how it works. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 6 0 obj Annuities are not FDIC insured. We help our clients design a plan for a secure future through education and quality strategies. We use interviews to draw out stories that are both empowering and actionable. 556 0 222 556 333 1000 556 556 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. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. << She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. 556 556 556 556 277 277 277 277 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Owning the investments I recommend to clients is key. The truth is, you can. /BaseFont /Arial,Bold Can you give a story or example? She assists our operations team with transfers and getting new accounts opened. 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 they work with anyone, they cant work with everyone well. 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. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. Bob McNair initially built a. 687 630 576 576 576 576 576 576 [/PDF /Text /ImageC] McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. /FontBBox [ -628 -376 2000 1056 ] She helped me create our first client education and appreciation event too. None of us are able to achieve success without some help along the way. 556 556 333 500 277 556 500 722 666 666 610 333 277 333 583 556 For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". When we have any serious or specific health issues, we dont leave it up to our general practitioner. 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. 2053 Dauphin St. They could see right through my bogus conjecture and called me out on it. /Subtype /TrueType 2016 Wealthminder, Inc. All rights reserved. 556 556 556 556 556 556 556 548 CEO/Founder at SWAN Capital Pensacola, FL. Neither the firm nor its agents or representatives may give tax or legal advice. 520 742 520 520 520 354 279 354 My name is Andrew McNair. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Everyone does that. Is there a takeaway or lesson that others can learn from that? 107 W Gregory St, Pensacola, FL 32502 United States. PENSACOLA OFFICE 333 736 370 556 583 0 736 552 on WCOA-AM, 1370 Pensacola. Thank you for all of that. Radical Generosity. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /StemV 0 666 777 722 666 610 722 666 943 /Widths [ 576 604 576 576 576 576 576 520 729358 10/20. I marked my calendar. /Descent -209 << Latest articles by Andrew McNair, Investment Adviser. /FontDescriptor 9 0 R 777 722 722 722 722 666 666 610 BBB Business Profiles generally cover a three-year reporting period. 722 722 722 722 722 722 1000 722 399 548 333 333 333 576 537 333 854 576 687 687 687 687 687 687 As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Its the same idea when hiring an advisor. and financial matters in which the advisor has been involved. /CapHeight 500 722 277 500 666 556 833 722 777 NY 10036. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 556 556 500 389 279 389 583 0 666 666 610 277 277 277 469 556 Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. /Flags 32 Thats where you burnout. How do you think that will help people? The best way to use Wealthminder is to take advantage of our free proposal system. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Will your legacy be a benefit or a burden to your loved ones? Andrew is the real deal and knows, without question or doubt, what investing is all about. The current status of the business is Active. A Qualified Domestic Relations Order divides up retirement assets. Are you able to identify a point in your career when you started to see success? . 742 797 687 797 722 666 630 742 All media appearances are paid placements. Donella Ray | Director of First Impressions Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? /Type /FontDescriptor I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. The Importance of Estate Planning, Including Will and Living Trusts. 556 222 222 500 222 833 556 556 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. PENSACOLA OFFICE /BaseFont /DDACTR+MicrosoftSansSerif,Bold Can you give an example or story for each? Getting all your financial professionals working together is key to ensuring your long-term financial success. Thank you for signing up, fellow book lover! 610 797 742 297 520 687 576 853 The point in my career in which I started to see success was when I started to practice what I preached. Investing involves risk, including the potential loss of principal. How do I keep track of my reviews On Google? 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. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 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. 333 333 389 583 277 333 277 277 His staff is very professional. Andrew McNair net worth is $7 Million. << /CapHeight 500 /Type /Font /ItalicAngle 0 Wealthminder then sends your request to our network of Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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