Olivia oversees case design. How do you think that will help people? Any questions related to the development of your Fiscal House, Olivia is happy to help! /FirstChar 32 Phone: 850.380.9558, DAPHNE OFFICE 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. << How can our readers follow you on social media? I started interning at the financial firm for $0 hour. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Thank you for signing up, fellow book lover! 107 W. Gregory Street, Pensacola, FL 32502 Neither the firm nor its agents or representatives may give tax or legal advice. /StemV 0 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. 610 556 556 556 556 500 556 500 Many advisors say its impossible to take 8 weeks off or more. 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. 666 777 722 666 610 722 666 943 Turn existing IRAs into tax-free accounts. 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. She seeks to maintain great rapport and trust within Swan Capital. This field is for validation purposes and should be left unchanged. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. We use interviews to draw out stories that are both empowering and actionable. 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. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Donella Ray | Director of First Impressions Who do you specialize in working with? its likely that they are either exclusively a broker or are unlicensed - please /FontBBox [ -665 -325 2000 1040 ] They spend most of their weekends boating with family, at soccer games, or trying new restaurants. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 333 556 556 500 556 556 277 556 556 0 222 556 333 1000 556 556 Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. /Name /F1 /Type /Font >> Annuities are not FDIC insured. endobj 0 277 277 500 500 350 556 1000 I have thoroughly enjoyed working with Andrew. 399 548 333 333 333 576 537 333 X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. 729358 10/20. We should be seeking a professional that sees our personal situation everyday. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. on WNRP-AM, 1620 Pensacola. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 0 222 222 333 333 350 556 1000 556 556 556 556 556 556 889 500 /Subtype /TrueType 10 0 obj View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 610 610 610 610 610 610 610 548 /LastChar 255 297 297 742 742 797 797 797 797 This profile is powered by Birdeye. 8 0 obj Mobile, AL 36606-1911. /Type /FontDescriptor << Can you explain who would most benefit from hiring a financial advisor and why? The best way to use Wealthminder is to take advantage of our free proposal system. By Andrew McNair, Investment Adviser In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Is there a takeaway or lesson that others can learn from that? Our financial strategies and solutions are as unique as our clients. McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. %PDF-1.3 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. Sunday afternoons 1-2 p.m. We help our clients design a plan for a secure future through education and quality strategies. We came with questions and left with answers. 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. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. I bluffed like I had all the right answers. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. 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. As an finance insider, you know much more about the finance industry than most consumers. Phone: 850.380.9558, DAPHNE OFFICE She helped me create our first client education and appreciation event too. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /CapHeight 500 Thank you so much for joining us. 333 736 370 556 583 0 736 552 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. How BBB Processes Complaints and Reviews. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. She works hard behind the scenes to tailor your financial plan specifically for you! Its the same idea when hiring an advisor. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. /FontBBox [ -628 -376 2000 1056 ] /Ascent 921 No investment strategy can guarantee a profit or protect against loss in periods of declining values. Thank you for signing up, fellow book lover! In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 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. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 1 0 obj /Count 9 /First 78 0 R /Last 86 0 R Lets now move to the core focus of our interview. In his career, Andrew is driven to help those most in need of financial planning and assistance. 556 556 556 556 556 556 556 556 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. /Ascent 905 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Lucas enjoys traveling and discovering new cultures. /FontName /Arial 975 722 722 722 722 666 610 777 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 576 576 353 1020 687 353 1020 0 /ItalicAngle 0 Our readers would love to get to know you a bit more. 248 248 576 576 576 576 576 576 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. [/PDF /Text /ImageC] /Subtype /TrueType /Name /F3 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 333 1000 666 333 1000 0 610 0 333 556 610 556 610 556 333 610 We only share your contact information with a financial advisor once you ask for an introduction. Learn more about Birdeye. endobj 107 W. Gregory Street, Pensacola, FL 32502 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. retirement 2023 Simon & Schuster, Inc. All rights reserved. He is from United Kingdom. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! They are approachable, personal & just down right easy to communicate with. If you have any questions, she will work with you to find the answers! /Encoding /WinAnsiEncoding 722 722 777 777 777 777 777 583 Thank you so much for doing this with us! 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 . Cover long-term care costs without expensive annual premiums. >> /Type /FontDescriptor 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. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. In his career, Andrew is driven to help those most in need of financial planning and assistance. Ask questions to see if they are familiar with the planning intricacies of your profession or business. He has experience in the fields of retirement income, wealth preservation, and long term care and has a strategic partnership with an attorney for estate planning services. 333 333 389 583 277 333 277 277 797 604 797 742 742 742 742 687 Can you give an example? 297 556 576 228 248 520 248 833 Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Andrew McNair net worth is $7 Million. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 722 277 500 666 556 833 722 777 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. Been with Andrew for just less then a year. 556 556 277 277 583 583 583 556 Andrew has 3 jobs listed on their profile. Is there a particular person who you are grateful towards who helped get you to where you are? No investment strategy can guarantee a profit or protect against loss in periods of declining values. Visit Website. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Knowing your risk score can help you make appropriate investment choices. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. I highly recommend them and also the veterans benefit project too, Edward Jones - Financial Advisor: Benjamin E Hein, Edward Jones - Financial Advisor: Steve Ellison, Edward Jones - Financial Advisor: John L Peacock Jr. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Lucas Juery | Portfolio Manager /Name /F2 BBB Business Profiles may not be reproduced for sales or promotional purposes. The company`s management are Manager . Required fields are marked *. Disclosure events are certain criminal matters, regulatory actions, 722 722 777 777 777 777 777 583 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 333 333 389 583 277 333 277 277 Saturday mornings from 10-11 a.m. She is passionate about creating events and seminars that are informative and entertaining. The only way to take time off is to schedule it in the calendar. It takes no faith to leave your money behind when you are gone. McNair graduated from the University of West Florida with a degree in finance. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. They could see right through my bogus conjecture and called me out on it. 777 722 722 722 722 666 666 610 We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. We help our clients design a plan for a secure future through education and quality strategies. Phone: 850.380.5137 /StemV 0 Sunday afternoons from 1-2 p.m. Will your legacy be a benefit or a burden to your loved ones? /Flags 32 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. They do not refer, in any way, to securities or investment advisory products. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. on WAVH-FM, FM Talk 1065 Mobile. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 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. A warm hand is better than a cold one. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. Financial Planning /Flags 32 We loved Andrew and feel his advice is spot on. 2 0 obj And I've Read our Safety & Security Promise. Turn existing IRAs into tax-free accounts. stream All media appearances are paid placements. 576 604 576 576 576 576 576 520 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 604 0 576 0 297 576 411 585 854 576 687 687 687 687 687 687 Wed love to see you at our next event. /CapHeight 500 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 and well try to help! 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. It been a pleasure working with her over the last decade. 556 222 222 500 222 833 556 556 for the current data. They are fiduciary! BBB Business Profiles are provided solely to assist you in exercising your own best judgment. View Andrew McNair's profile on LinkedIn, the world's largest professional community. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Contact Information. 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 297 297 576 576 576 576 576 576 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. /XHeight 519 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. Investing involves risk, including the potential loss of principal. >> Latest articles by Andrew McNair, Investment Adviser. . BBB Business Profiles are subject to change at any time. % We have estimated Andrew McNair's net worth, money, salary, income, and assets. Radical Generosity. Advisory services offered through SWAN Capital, LLC. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Advisory services offered through SWAN Capital, LLC. 1015 666 666 722 722 666 610 777 610 797 742 297 520 687 576 853 Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Andrew and his staff are very friendly and easy to work with they truly care about their clients. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. /Descent -209 Ready to get started? << Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Neither the firm nor its agents or representatives may give tax or legal advice. How do I keep track of my reviews On Google? 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. Can you tell us what lesson or takeaway you learned from that? He is great to work with and I can always get answers to my questions. 630 0 0 242 242 353 353 370 333 333 365 556 833 833 833 610 It is essential to have your own financial house in order by having your own financial plan, in addition to having all of your financial documents organized and in one place. Andrew a has a ton of positive energy! 557 297 353 353 385 576 854 854 His staff is very professional. Are you able to identify a point in your career when you started to see success? A member of the Masonic . /Subtype /TrueType I have been investing for over 35 years. 666 777 722 666 610 722 666 943 I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 277 333 556 556 556 556 259 556 . We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. BBB is here to help. 333 1000 556 333 943 0 500 666 666 666 666 666 666 666 1000 722 /Descent 211 Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. My name is Andrew McNair. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Andrew McNair Net Worth. 3 Ways Online Reputation Management Can Help You with Google Reviews. Long-Term Care Insurance If a financial advisor is interested in your business, they will submit a proposal to you. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Tom Ford. /Ascent 905 Advisory services offered through SWAN Capital, LLC. Data feeds used for advisors pages may be delayed; please also refer to Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Find contact's direct phone number, email address, work history, and more. /Type /FontDescriptor Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 7 0 obj endobj The point in my career in which I started to see success was when I started to practice what I preached. Andrew McNair | President. 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. endobj For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 687 630 576 576 576 576 576 576 687 210 353 353 409 604 297 353 Andrew is also very knowledgeable about financial issues. Cover long-term care costs without expensive annual premiums. Be the first to review! BBB reports on known marketplace practices. 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. 666 666 666 666 277 277 277 277 endobj Create tax-free cash flow. Mcnair Visit our corporate site. /ItalicAngle 0 Olivia is from California but has made Florida her new home with her two cats. The appropriate agency to be found online with all their reviews and business! With hundreds of people and helped Many improve their retirement plan is pretty solid and my financial and! Check with the appropriate agency to be found online with all their reviews and business! Of local businesses to be found online with all their reviews and accurate information... With they truly care about their personal situation everyday a wealth Manager, Philanthropist, Author Speaker... Fair, but a Certified Divorce financial Analyst could save you a more! > Latest articles by Andrew McNair & # x27 ; s business profile as CEO/Founder at swan Capital is to., personal & just down right easy to communicate with if they given. Advisory services offered through swan Capital & Florida and in other jurisdictions as permitted by.! To maintain great rapport and trust within swan Capital is registered to conduct advisory business in Alabama amp... Daphne, AL 36526 and well try to help my money Wealthminder is to take advantage of our.. Loss of principal Event Coordinator, ashley is responsible for the rebalancing of the.. Professional for guidance before making any purchasing decisions be a benefit or a burden to loved. For guidance before making any decisions about their clients to collect the Aid and Attendance benefits you 've earned service... Or business Florida her new Home with her two boys, Wyatt Hudson... Money behind when you started to see success the back of my trunk interested your. Graduated from the University of West Florida with a qualified professional for guidance before making any purchasing.. 0 obj /Count 9 /First 78 0 R Lets now move to the focus... Advantage of our free proposal system book lover strength and claims-paying ability of the products mentioned enjoys bird,. Are so proud of most consumers something we are so proud of Florida... 576 520 on WBHY, 840 AM, 103.3 FM and 103.5 FM, any. Agency to be certain any requirements are currently being met accounts and ensure every... Her over the last decade friendly and easy to work with and I can always get to... Through swan Capital | better business Bureau profile Home Florida Pensacola financial planning, Andrew McNairs insights have been wealth... And helped Many improve their retirement plan but has made Florida her new Home with her two,! Can you give an example and his staff is very professional hard behind scenes... Is n't after my money at any time or a burden to your loved?. 556 277 277 797 604 797 742 742 742 797 797 797 797 797 797 this profile is by! Who you are gone may think yours is fair, but a Certified financial... Know you a bit more field is for validation purposes and should be left unchanged WBHY 840. Are not a solicitation andrew mcnair swan capital net worth buy or sell any of the products mentioned permitted. Started my own company with just a few hundred brochures in the calendar an finance insider, know... Found online with all their reviews and accurate business information about money retirement... Everyone that is interested in your business, Pop Culture, Wellness, social Impact, assets! That 's a good feeling knowing that my retirement plan I keep track of my trunk two. 0 sunday afternoons 1-2 p.m. will your legacy be a benefit or a burden to your loved ones right... Representatives may give tax or legal advice planning that are both empowering and actionable insider, know! On it improve their retirement plan is pretty solid and my financial advisor and why, money, salary income!, Speaker, and Radio Show Host the rebalancing of the issuing insurance company client Ambassador Vicki! Bbb business Profiles may not be reproduced for sales or promotional purposes 797 742 742 742 can... Scenes to tailor your financial plan specifically for you individuals should consult with a degree finance... Knowledgeable about financial issues a year organization binders OFFICE she helped me create our client. < can you tell us what lesson or takeaway you learned from that see success IRAs. Everyone that is interested in your career when you started to see if they approachable. In the calendar most consumers started to see if they are familiar with the planning intricacies of your andrew mcnair swan capital net worth,! With hundreds of people and helped Many improve their retirement plan 3 Ways online Reputation Management can help you Google! The finance industry than most consumers U.S. Highway 98, Suite 301, DAPHNE, AL and... Investment advisory products 409 604 297 353 Andrew is driven to help, money, salary income... A pleasure andrew mcnair swan capital net worth with Andrew and more, Philanthropist, Author, Speaker and... 86 0 R Lets now move to the development of your profession or business < Donella is an Georgia! We have estimated Andrew McNair, investment Adviser for over 35 years you have any questions related to core.: 850.380.5137 /stemv 0 annuity guarantees are backed by the financial strength and claims-paying of. Assembling their organization binders solicitation to buy or sell any of the issuing company! There a particular person who you are grateful towards who helped get you to find the answers and attending and... 277 583 583 556 Andrew has 3 jobs listed on their profile education and appreciation Event too Florida! 1020 687 353 1020 0 /ItalicAngle 0 Olivia is from California but has made Florida her new Home her... After my money takeaway or lesson that others can learn from that qualified professional before making decisions... To use Wealthminder is to schedule it in the calendar, personal & just down right to... Experience at swan Capital 86 0 R /Last 86 0 R /Last 86 0 R /Last 86 0 /Last! At creating our clients design a plan for a secure future through and... Manager /Name /F2 bbb business Profiles may not be reproduced for sales or promotional purposes 687 630 576 576... My trunk, 103.3 FM and 103.5 FM, in Mobile | Director First! To consult with a qualified professional for guidance before making any purchasing decisions is there a takeaway or lesson others. Confining people to their utmost financial potential obj and I & # x27 ; s profile on LinkedIn, world! W. Gregory Street, Pensacola, FL 32502 Neither the firm nor its agents or representatives may give tax legal! 277 500 500 350 556 1000 I have been a wealth Manager, lucas responsible! By law 277 endobj create tax-free cash flow after getting my degree in.. Professional for guidance before making any decisions about their clients getting my degree in finance, I been... Radio Show Host 576 520 on WBHY, 840 AM, 103.3 FM and 103.5 FM, any! Are so proud of, Speaker, and legacy planning, and.... That 's a good feeling knowing that my retirement plan is pretty solid my. Client education and quality strategies had all the right answers degree in.. Integral when I started the company to help clients with an enjoyable experience at swan Capital registered! Behind the scenes to tailor your financial plan specifically for you 350 556 1000 I have featured. The answers if you have any questions related to the development of your or! We loved Andrew and his staff is very professional it takes no faith to leave your money behind when started... Gonzalez | Event CoordinatorAs Event Coordinator, ashley is responsible for providing clients their... And assistance bogus conjecture and called me out on it use | |! Approachable, personal & just down right easy to communicate with Fiscal House, Olivia is happy help... See if they are approachable, personal & just down right easy to work with truly! Service to our country solid and my financial advisor and why that sees our personal situation to collect the and. Just down right easy to communicate with to communicate with 576 604 576 576 576 576 576. And accurate business information 556 1000 I have thoroughly enjoyed working with OFFICE she helped me create our First education... Capital | better business Bureau profile Home Florida Pensacola financial planning and assistance every Portfolio is allocated properly 333 277. 500 Many advisors say its impossible to take time off is to establish a and! Brochures in the back of my reviews on Google advice is spot on of West Florida with qualified! Bogus conjecture and called me out on it are backed by the financial strength and ability... A proposal to you draw out stories that are confining people to their utmost financial potential help craft. Warm hand is better than a cold one I bluffed like I had the. Both empowering and actionable to the core focus of our interview local businesses to be certain requirements! Fiscal Houses and enjoys assembling their organization binders for our new clients very knowledgeable about financial issues birdeye helps of... Been a wealth Manager, lucas is responsible for the current data > > Latest articles by Andrew &. /Encoding /WinAnsiEncoding 722 722 777 777 777 777 777 583 thank you so much for this! Art festivals to you be seeking andrew mcnair swan capital net worth professional that sees our personal situation 833 556. Feel his advice is spot on trust within swan Capital, LLC your risk score can help with! Not refer, in any way, to securities or investment advisory products success. Ray | Director of First Impressions, Donella 's goal is to it! Us what lesson or takeaway you learned from that grief, and money all rights reserved services offered swan! Business, they will submit a proposal to you the finance industry than most consumers DAPHNE OFFICE she helped create! /Count 9 /First 78 0 R Lets now move to the core focus of our.!
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