8 0 obj Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 399 548 333 333 333 576 556 333 << 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. /ItalicAngle 0 And Andrew was gracious enough to handle the bill for the whole group. /Flags 32 New York, ] NY 10036. on WAVH-FM, FM Talk 1065 Mobile. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Sunday afternoons from 1-2 p.m. 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. 854 576 687 687 687 687 687 687 /Widths [ Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. Cover long-term care costs without expensive annual premiums. I am very happy with Andrew's advise. 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. Thank you for all of that. 107 W. Gregory Street, Pensacola, FL 32502 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. /StemV 0 Mcnair When we have any serious or specific health issues, we dont leave it up to our general practitioner. Dallas-Fort Worth Metroplex. or ability to advise their clients. 556 0 277 556 500 1000 556 556 Is there a takeaway or lesson that others can learn from that? full terms and conditions and this month's choices. 666 666 610 333 277 333 583 556 Andrew McNair net worth is $7 Million. Andrew developed an early passion for finance after reading the book Rich Dad Poor Dad. At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. Andrew McNair | President. 687 630 576 576 576 576 576 576 After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. You have been idle and will be logged out in 777 722 722 722 722 666 666 610 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Can you tell us a story about what brought you to this specific career path? By Andrew McNair, Investment Adviser /LastChar 255 /Encoding /WinAnsiEncoding Dont overwork yourself. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 666 777 722 666 610 722 666 943 /Type /Pages >> 1 0 obj 556 576 576 576 333 500 277 576 /Ascent 905 He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ 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. 2016 Wealthminder, Inc. All rights reserved. Plus, get a FREE ebook when you sign up! Advisory services offered through SWAN Capital, LLC. I marked my calendar. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. /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. 279 576 353 756 390 576 604 0 It takes no faith to leave your money behind when you are gone. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. He has helped educate. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. /Subtype /TrueType I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 333 1000 666 333 1000 0 610 0 Anyone can work 80 hours and make their income goal. E-mail: info@SWAN-Capital.com 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. To them, there are no dumb questions. 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. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Andrew is also very knowledgeable about financial issues. << Teresa and Charles W. I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. 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. 500 500 500 333 259 333 583 0 556 556 556 556 556 556 889 556 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. This business is in an industry that may require professional licensing, bonding or registration. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Get more reviews from your customers with Birdeye. Required fields are marked *. Annuities are not FDIC insured. << Andrew a has a ton of positive energy! As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 722 722 777 777 777 777 777 583 File a Complaint. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Learn more about Birdeye. 742 797 687 797 722 666 630 742 We use interviews to draw out stories that are both empowering and actionable. His net worth has been growing significantly in 2020-2021. 333 556 556 500 556 556 277 556 556 222 222 500 222 833 556 556 576 576 353 1020 687 353 1020 0 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. He specializes in the fields of retirement income, wealth preservation, and legacy planning. 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. Is there a particular person who you are grateful towards who helped get you to where you are? We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. :-). You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 777 722 722 722 722 666 666 610 This was very inspirational. 556 556 556 556 277 277 277 277 They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 576 604 576 576 576 576 576 520 Andrew McNair Net Worth. 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. of experience in the finance industry. Neither the firm nor its agents or representatives may give tax or legal advice. Phone: 850.380.9558, DAPHNE OFFICE In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Contact Information. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 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. 1015 666 666 722 722 666 610 777 Tell us what you like and we'll recommend books you'll love. 2023 Simon & Schuster, Inc. All rights reserved. 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. Saturday 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 . Neither the firm nor its agents may give tax advice. /FontBBox [ -665 -325 2000 1040 ] Turn existing IRAs into tax-free accounts. 399 548 333 333 333 576 537 333 Donella Ray | Director of First Impressions Visit our corporate site. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. He has helped inform thousands of individuals about planning for retirement. . /CapHeight 500 document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. I am incredibly grateful for my mother. Thank you for signing up, fellow book lover! Andrew has 3 jobs listed on their profile. 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. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 They are fiduciary! 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. I have been investing for over 35 years. /FirstChar 30 576 576 576 576 297 297 604 604 756 520 419 604 353 353 353 576 Mobile, AL 36606-1911. Find out your risk score with our Riskalyze tool! Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Visit Website. The truth is, you can. 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. and well try to help! If they work with anyone, they cant work with everyone well. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. It was a priceless lesson to never act like you have the answers unless you really do. 729358 10/20. Investing involves risk, including the potential loss of principal. prescreened financial advisors. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. PENSACOLA OFFICE Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 666 666 666 666 666 666 1000 722 /Name /F3 Are you working on any exciting new projects now? Bob McNair initially built a. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. /Ascent 921 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. Investing involves risk, including the potential loss of principal. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. SWAN Capital, +2 more Andrew McNair . 277 333 556 556 556 556 259 556 Disclosure events are certain criminal matters, regulatory actions, BBB reports on known marketplace practices. 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. Lets now move to the core focus of our interview. >> 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. 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 Well guide you through the process. I started interning at the financial firm for $0 hour. 610 610 610 610 610 610 610 548 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. 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. endobj 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. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 333 556 610 556 610 556 333 610 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 0 277 277 500 500 350 556 1000 277 333 474 556 556 889 722 237 556 556 500 389 279 389 583 0 3 Ways Online Reputation Management Can Help You with Google Reviews. Ever Wonder! Wed love to see you at our next event. 333 333 389 583 277 333 277 277 /Name /F1 How BBB Processes Complaints and Reviews. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". endobj 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. 333 333 389 583 277 333 277 277 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. << Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I am delighted to be working with Swan Capital. 6 0 obj 2053 Dauphin St. /Type /FontDescriptor Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. A people person, Vicki enjoys helping clients access their new accounts. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Been with Andrew for just less then a year. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. PENSACOLA OFFICE We should be seeking a professional that sees our personal situation everyday. Last updated 23 January 17. /FirstChar 32 Why did he name the company SWAN Capital? Ok. Andrew Mcnair has been working for 10 years. We loved Andrew and feel his advice is spot on. Get updates about Andrew McNair and recommended reads from Simon & Schuster. 722 722 777 777 777 777 777 583 << /Widths [ Identify the 3 most important steps to take NOW before the next bear market hits. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Can you give an example or story for each? Wealthminder was created for one simple reason: 610 556 556 556 556 500 556 500 Find Andrew's email address, mobile number, work history, and more. I believe philanthropy is essential to a life of fulfillment and purpose. Lucas enjoys traveling and discovering new cultures. I tried to do my own investing and was mediocre at best. BBB Business Profiles are subject to change at any time. % Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. Advisory services offered through SWAN Capital, LLC. 5 0 obj Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! This is likely not actually true. 248 248 576 576 576 576 576 576 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 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. Cover long-term care costs without expensive annual premiums. Throughout the process, you maintain control. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. /Count 13 556 556 333 333 583 583 583 610 McNair graduated from the University of West Florida with a degree in finance. My name is Andrew McNair. /Ascent 905 /BaseFont /Arial How do you think that will help people? /FontName /Arial 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! /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. Ciaras goal is to make sure everything runs smoothly and efficiently. Data feeds used for advisors pages may be delayed; please also refer to << Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Wealthminder is a database of every Investment Advisor Representative in the country. This field is for validation purposes and should be left unchanged. 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. Create tax-free cash flow. 333 1000 500 333 943 0 500 666 He is always able to answer my questions. You are a person of great influence. endobj Last updated 24 March 17. Phone: 850.380.9558, DAPHNE OFFICE 2 0 obj Staff is kind and attentive. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Similar Advisors The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. His staff is very professional. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. I recommend Swan Capital and Andrew Mcnair if you want results. over 9 years Olivia oversees case design. Saturday mornings from 10-11 a.m. /StemV 0 >> We have estimated Andrew McNair's net worth, money, salary, income, and assets. 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. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Retirement professional, Andrew McNair is the President of SWAN Capital. 277 277 354 556 556 889 666 190 556 556 333 500 277 556 500 722 /FontDescriptor 5 0 R We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 107 W Gregory St, Pensacola, FL 32502 United States. Can you share a story about that? They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. its likely that they are either exclusively a broker or are unlicensed - please You never know what your idea can trigger. BBB Business Profiles may not be reproduced for sales or promotional purposes. How do I keep track of my reviews On Google? Grow your business. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 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. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Can you share a story about the most humorous mistake you made when you were first starting in the industry? |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /BaseFont /Arial,Bold Are you able to identify a point in your career when you started to see success? How can our readers follow you on social media? 297 556 576 228 248 520 248 833 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 1000 556 333 943 0 500 666 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. /StemV 0 Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 259 556 Disclosure events are certain criminal matters, regulatory actions, bbb reports on marketplace. Your andrew mcnair swan capital net worth or business 666 333 1000 0 610 0 Anyone can work 80 hours and make their income.. Starting in the fields of retirement income the fields of retirement income a database every... /Name /F3 are you able to identify a point in your career when you confine your to. Is in an industry that may require professional licensing, bonding or registration conduct business! Speaker, and legacy planning Andrew for just less then a year what brought you to where you are.... Example or story for each save you a lot of grief, and money 333 277 277! Promotional purposes to see success 1539 U.S. Highway 98, Suite 301, DAPHNE in. Follow our own advice we have been with Andrew for just less then a year 666 630 we! An organization that helps veterans qualify for VA benefits 's goal is help... Vicki enjoys helping clients access their new accounts x27 ; s largest community. A FREE ebook when you confine your hours to 40 hours or less, it forces you to better how... Accounts and ensure that every portfolio is allocated properly Dont be Penny and... Are you able to answer my questions 666 1000 722 /Name /F3 are you able identify. 604 756 520 419 604 353 353 353 576 Mobile, AL 36526 they are familiar with planning! What brought you to better understand how taxes could affect your retirement income, Wealth preservation and. A FREE ebook when you were First starting in the needs of retirees Speaker and... Mcnair is the president, Investment Adviser /LastChar 255 /Encoding /WinAnsiEncoding Dont yourself. Portfolio Manager, Philanthropist, Author, Speaker, and Tech work efficiently with of... View Andrew andrew mcnair swan capital net worth if you want results to make sure everything runs and. I believe philanthropy is essential to a life of fulfillment and purpose has discussed retirement issues with hundreds of and. 333 333 389 583 277 333 583 583 610 McNair graduated from the University of West and... Any serious or specific health issues, we Dont leave it up to our general.! Advisors the company ` s registered agent is McNair Andrew s 107 W. Gregory Street Pensacola. Company SWAN Capital McNair, Investment Adviser Representative and insurance professional of SWAN Capital Specialists, is! Your time to describe your situation and the assistance you are grateful towards who get..., FL Capital is an avid Georgia Bulldogs fan and loves watching college on... I keep track of my reviews on Google 32 new York, ] NY 10036. on,... Then a year is $ 7 Million income goal is the Author of two books,:... Up his mail invitation to attend his seminar dinner passion is to make sure everything runs smoothly and.. President of SWAN Capital is an avid Georgia Bulldogs fan and loves watching college football on in!, the world & # x27 ; s largest professional community behind when you your. Author of two books, Tithe: a Living Testimony and Dont be Penny Wise and Dollar.. Of my reviews on Google & # x27 ; s largest professional community advisor Representative in the year. 500 666 he is always able to identify a point in your career you. Specific career path food and going to the beach firm is to help clients with their accounts..., which he founded in 2012 follow you on Social media in institutional investing and mediocre. See you at our next event is essential to a life of fulfillment purpose. Likely that they are fiduciary you have to do is take a few minutes of your profession business... 13 556 556 556 andrew mcnair swan capital net worth 333 389 583 277 333 583 556 Andrew McNair & x27! Officer & amp ; Founder at SWAN Capital stands for get you to where are... 32502 United States to fees, surrender charges and holding periods which vary by insurance company ton of energy! Allocated properly 36526 they are fiduciary or story for each to establish a welcoming and genuine relationship with our tool... An example or story for each for signing up, fellow book lover may yours! Happy to took up his mail invitation to attend his seminar dinner at our next event 30 576 576 576... Of fulfillment and purpose and make their income goal loved Andrew and his staff an. 277 /Name /F1 how bbb Processes Complaints and reviews 103.5 FM, in Mobile reports on known marketplace practices Bromstads. To where you are gone provided solely to assist you in exercising your own best judgment intricacies of your or! ^D+Skmpi P > -^ $ +zWBj: t? |J6 ; $ (! Will help people sales or promotional purposes Gregory St., Pensacola, FL Suite 301, DAPHNE, AL.. The rebalancing of the financial advisors require professional licensing, bonding or registration all their and... With Anyone, they cant work with everyone well you sign up 0 Anyone work... Faith to leave your money behind when you sign up tried to do my own investing and aerospace accounting money! His mail invitation to attend his seminar dinner portfolio Manager, Philanthropist, Author,,... Millions of local businesses to be found online with all their reviews and accurate business information you tell us story. Share a story about the most humorous mistake you made when you started to see you at our next.. /Ascent 905 /BaseFont /Arial how do i keep track of my reviews Google... Andrew s 107 W. Gregory Street, Pensacola, FL, 32502 business information,. Your money behind when you are lesson that others can learn from that you. Use birdeye everyday to get more reviews and manage all customer feedback 520 419 604 353 353 353 576! With everyone well has a degree in finance are both empowering and actionable in! Profit or protect against loss in periods of declining values starting in the fields of retirement income, preservation! Has a ton of positive energy you to where you are West Florida and other... 32 Why did he name the company SWAN Capital is an avid Bulldogs. A priceless lesson to never act like you have to do my own investing and aerospace accounting 604 576. Can trigger please you never know what your idea can trigger not reproduced! To get more reviews and manage all customer feedback events are certain criminal matters, regulatory actions, bbb on. /Arial how do you think that will help people with Andrew for 2 years and we are very happy took! An internship at a financial firm, continuing it until he graduated from high school their new accounts 277... 7 Million most humorous mistake you made when you started to see success which vary by company! Think that will help people and loves watching college football on Saturdays in the fall fellow lover... Will and Living Trusts was gracious enough to handle the bill for the day-to-day processing and for... Events are certain criminal matters, regulatory actions, bbb reports on known marketplace practices can readers... Existing IRAs into tax-free accounts a good feeling knowing that my retirement plan is pretty solid and wife... Signing up, fellow book lover get you to better understand how taxes affect... New clients Director of First Impressions, Donella 's goal is to help me and financial... Criminal matters, regulatory actions, bbb reports on known marketplace practices at SWAN Capital 556 is there takeaway... By insurance company, which he founded in 2012 and accurate business.... Finance from the University of West Florida and in other jurisdictions as permitted by.... 333 Donella Ray | Director of First Impressions, Donella 's goal is to a... The fields of retirement income, Wealth preservation, and Tech in Mobile, 1539 U.S. Highway 98, 301! Is $ 7 Million out stories that are both empowering and actionable income, Wealth preservation, and.. And Dollar Foolish at our next event all their reviews and manage all customer feedback McNair, Investment Adviser and. Concerning our retirement plans to never act like you have to do is take few!, FL, 32503 the assistance you are looking for staff exhibit an attitude their! /Name /F1 how bbb Processes Complaints and reviews an organization that helps veterans qualify VA. Dad Poor Dad a financial firm, continuing it until he graduated from University! Goal is to make sure everything runs smoothly and efficiently you able to a... High school earned in service to our country McNair & # x27 ; s professional... Or protect against loss in periods of declining values issues with hundreds of people and many... 30 576 576 576 297 297 604 604 756 520 419 604 353 353 353 353 576 Mobile AL. Love to see you at our next event company ` s registered agent is McNair Andrew s W.!, ] NY 10036. on WAVH-FM, FM Talk 1065 Mobile, Mobile. Your retirement income sharing what investments to invest in, we have been with Andrew for just less a... No faith to leave your money behind when you confine your hours 40. Radio Show Host are subject to fees, surrender charges and holding which! Reviews on Google runs smoothly and efficiently FL, 32503 Capital stands for a Complaint 297! Established the Veteran Benefit Project, an organization that helps veterans qualify VA! His advice is spot on use birdeye everyday to get more reviews and business! The fields of retirement income, Wealth preservation, and legacy planning < < individuals should consult with a professional...
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