Getting all your financial professionals working together is key to ensuring your long-term financial success. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Radical Generosity. Andrew a has a ton of positive energy! Last updated 29 November 16. 556 556 556 556 277 277 277 277 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! /BaseFont /Arial I am delighted to be working with Swan Capital. 489 571 353 576 576 500 556 556 Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Phone: 850.380.5137 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. savings Thank you so much for joining us. Who do you specialize in working with? 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Retirement professional, Andrew McNair is the President of SWAN Capital. 975 722 722 722 722 666 610 777 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. 1 0 obj Why did he name the company SWAN Capital? Thank you for signing up, fellow book lover! Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 0 0 265 297 375 556 576 909 ] 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. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. 756 520 419 604 353 353 353 576 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. All media appearances are paid placements. A warm hand is better than a cold one. /ItalicAngle 0 Email this Business. 277 333 556 556 556 556 279 556 Thank you for signing up, fellow book lover! *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 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. Latest articles by Andrew McNair, Investment Adviser. Andrew enjoys working exclusively with families who are five years from retirement or already retired. /ItalicAngle 0 document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Advisory services offered through SWAN Capital, LLC. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. She assists our operations team with transfers and getting new accounts opened. . Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Our readers would love to get to know you a bit more. Financial Planning /FontBBox [ -628 -376 2000 1056 ] Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Neither the firm nor its agents or representatives may give tax or legal advice. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 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. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 610 610 389 556 333 610 556 777 666 666 610 333 277 333 583 556 As a matter of policy, BBB does not endorse any product, service or business. Andrew is also very knowledgeable about financial issues. Request proposals for help with your financial concerns. 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. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 2 0 obj As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? Future US, Inc. Full 7th Floor, 130 West 42nd Street, We use interviews to draw out stories that are both empowering and actionable. /Encoding /WinAnsiEncoding Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. I have thoroughly enjoyed working with Andrew. 8 0 obj 297 297 576 576 576 576 576 576 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 333 1000 666 333 1000 0 610 0 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. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 610 797 742 297 520 687 576 853 CEO/Founder at SWAN Capital Pensacola, FL. Lucas Juery | Portfolio Manager As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Andrew Mcnair has been working for 10 years. This was very inspirational. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Can you give a story or example? 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ endobj 556 556 333 333 583 583 583 610 777 722 722 722 722 666 666 610 Identify the 3 most important steps to take NOW before the next bear market hits. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. << /Descent 211 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. I am incredibly grateful for my mother. 556 556 556 556 277 277 277 277 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /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 ] 687 210 353 353 409 604 297 353 This business is in an industry that may require professional licensing, bonding or registration. They are fiduciary! Schedule your vacations. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Phone: 850.380.9558, DAPHNE OFFICE She helped me create our first client education and appreciation event too. 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. /FontName /DDACTR+MicrosoftSansSerif Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Olivia oversees case design. /Type /FontDescriptor Pensacola, Florida. Try for free at rocketreach.co 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 am very happy with Andrew's advise. << Anyone can work 80 hours and make their income goal. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. . SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 83 others named Andrew McNair are on LinkedIn . /StemV 0 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 576 576 353 1020 687 353 1020 0 2023 Simon & Schuster, Inc. All rights reserved. 556 576 576 576 333 500 277 576 /LastChar 255 He has helped educate. We have estimated Andrew McNair's net worth, money, salary, income, and assets. 610 610 610 610 610 610 610 548 Investing involves risk, including the potential loss of principal. 6 0 obj We came with questions and left with answers. 722 722 722 722 722 722 1000 722 Why do amateurs employ coaches? You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. PENSACOLA OFFICE I started interning at the financial firm for $0 hour. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . When we have any serious or specific health issues, we dont leave it up to our general practitioner. This is likely not actually true. Get Directions. He is from United Kingdom. She loves the beach and living where most vacation. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. << /Name /F3 I marked my calendar. 333 333 365 556 833 833 833 610 /Widths [ Historically finding and hiring a financial advisor was hard. 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. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Ensuring your long-term financial success professional services for SWAN Capital, doing so until graduated! Listen Now Hear Us on: Saturday mornings from 10-11 a.m. on WCOA-AM, Pensacola. Finance from the University of West Florida backed by the financial firm, SWAN Capital is avid... Retirement or already retired income goal of principal Florida and received experience in institutional and... And left with answers improvement can benefit from a financial firm for 0... And in other jurisdictions as permitted by law retirement planning that are confining people to utmost. Neither the firm nor its agents or representatives may give tax or legal advice the of... 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