333 1000 556 333 943 0 500 666 489 571 353 576 576 500 556 556 View Andrew McNair's profile on LinkedIn, the world's largest professional community. Saturday Try him, youll love him! Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. its likely that they are either exclusively a broker or are unlicensed - please /CapHeight 500 Everyone does that. 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. How BBB Processes Complaints and Reviews. Why Coffee Is Not Just Coffee Since The Industrial Revolution. A warm hand is better than a cold one. /LastChar 255 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. << I have been investing for over 35 years. /FontBBox [ -628 -376 2000 1056 ] Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Are you working on any exciting new projects now? When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Dont overwork yourself. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Throughout the process, you maintain control. Wealthminder was built to make the process much easier. Can you give an example? 5 0 obj Request proposals for help with your financial concerns. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Been with Andrew for just less then a year. She helped me create our first client education and appreciation event too. 277 333 556 556 556 556 279 556 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. We only share your contact information with a financial advisor once you ask for an introduction. [/PDF /Text /ImageC] We help our clients design a plan for a secure future through education and quality strategies. 2053 Dauphin St. To them, there are no dumb questions. Tell us what you like and we'll recommend books you'll love. /BaseFont /Arial,Bold 556 0 277 556 500 1000 556 556 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 279 576 353 756 390 576 604 0 If a financial advisor is interested in your business, they will submit a proposal to you. SWAN Capital, +2 more Andrew McNair . /LastChar 255 Thank you so much for joining us. Why did he name the company SWAN Capital? After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. /Flags 32 Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. /Descent -209 savings >> Andrew has 3 jobs listed on their profile. 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. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. This is likely not actually true. 576 576 353 1020 687 353 1020 0 /Ascent 921 7 0 obj Sunday afternoons from 1-2 p.m. 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. /Ascent 905 on WNRP-AM, 1620 Pensacola. 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. How do you think that will help people? Can you share a story about the most humorous mistake you made when you were first starting in the industry? Beat local competitors. 297 556 576 228 248 520 248 833 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. /Name /F2 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. or ability to advise their clients. /Descent 211 If you have any questions, she will work with you to find the answers! The current status of the business is Active. Well guide you through the process. Wealthminder then sends your request to our network of :-). Get updates about Andrew McNair and recommended reads from Simon & Schuster. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 556 556 500 389 279 389 583 0 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. 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 610 610 610 610 610 556 610 556 >> /Subtype /TrueType They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. /ItalicAngle 0 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. They do not refer, in any way, to securities or investment advisory products. 0 222 222 333 333 350 556 1000 Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Nordstrom Andrew. Heres how it works. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FirstChar 32 610 610 389 556 333 610 556 777 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. 0 277 277 500 500 350 556 1000 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ In his career, Andrew is driven to help those most in need of financial planning and assistance. . 333 1000 666 333 1000 0 610 0 610 277 277 556 277 889 610 610 520 687 265 297 576 576 576 576 Financial Advisors are obligated to disclose any events that may influence their professional conduct /FontDescriptor 9 0 R Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 666 666 610 277 277 277 469 556 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking And Andrew was gracious enough to handle the bill for the whole group. 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. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 8 0 obj Neither the firm nor its agents or representatives may give tax or legal advice. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 333 333 389 583 277 333 277 277 Did you start doing anything different? 297 297 576 576 576 576 576 576 The company`s management are Manager . 312 605 353 703 520 353 963 0 As an finance insider, you know much more about the finance industry than most consumers. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 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. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. What do you think? Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 556 556 556 556 556 556 556 556 None of us are able to achieve success without some help along the way. Other versions of this page are available with specific content for the following regions: Kiplinger is part of Future plc, an international media group and leading digital publisher. . Identify the 3 most important steps to take NOW before the next bear market hits. Olivia is from California but has made Florida her new home with her two cats. He is great to work with and I can always get answers to my questions. 333 556 610 556 610 556 333 610 << However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Not only was his speak on what he does for people very well articulated the food was awesome too! Visit our corporate site. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Radical Generosity. of experience in the finance industry. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 556 556 556 556 556 556 556 556 /Encoding /WinAnsiEncoding 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? endobj They are fiduciary! You never know what your idea can trigger. 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 . Bob McNair initially built a. I am very happy with Andrew's advise. Email this Business. Similar Advisors As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. /FontName /Arial No investment strategy can guarantee a profit or protect against loss in periods of declining values. Advisory services offered through SWAN Capital, LLC. Investing involves risk, including the potential loss of principal. /ItalicAngle 0 While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. As a matter of policy, BBB does not endorse any product, service or business. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. She works hard behind the scenes to tailor your financial plan specifically for you! Latest articles by Andrew McNair, Investment Adviser. Easy, done. Last updated 23 January 17. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. We promise to keep your information safe and secure. Dominate search results. 333 333 365 556 833 833 833 610 and financial matters in which the advisor has been involved. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Future US, Inc. Full 7th Floor, 130 West 42nd Street, 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. 277 333 474 556 556 889 722 237 Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. . /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 ] Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 556 556 556 556 556 556 556 548 Thank you for signing up, fellow book lover! A people person, Vicki enjoys helping clients access their new accounts. 729358 10/20. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Are you able to identify a point in your career when you started to see success? 722 277 556 722 610 833 722 777 >> 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. Getting all your financial professionals working together is key to ensuring your long-term financial success. >> for the current data. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. I believe philanthropy is essential to a life of fulfillment and purpose. 722 722 777 777 777 777 777 583 For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. They do not refer, in any way, to securities or investment advisory products. 687 630 576 576 576 576 576 576 Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 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. 1 0 obj /FontBBox [ -665 -325 2000 1040 ] 557 297 353 353 385 576 854 854 Wealthminder is a database of every Investment Advisor Representative in the country. Identify the 3 most important steps to take NOW before the next bear market hits. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. You have been idle and will be logged out in << Ever Wonder! 556 556 556 556 556 556 889 500 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. They are approachable, personal & just down right easy to communicate with. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. SEC.gov In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 975 722 722 722 722 666 610 777 2023 Simon & Schuster, Inc. All rights reserved. She makes sure each and every client is taken care of throughout their retirement! BBB reports on known marketplace practices. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 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. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Tom Ford. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 666 666 666 666 666 666 1000 722 His net worth has been growing significantly in 2020-2021. Is there a takeaway or lesson that others can learn from that? 610 610 610 610 610 610 610 548 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. 576 576 576 576 297 297 604 604 << Donella Ray | Director of First Impressions 107 W. Gregory Street, Pensacola, FL 32502 This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /FontFile2 10 0 R He has helped inform thousands of individuals about planning for retirement. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. 666 666 610 333 277 333 583 556 Visit Website. All media appearances are paid placements. /Type /FontDescriptor 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. The only way to take time off is to schedule it in the calendar. Advisory services offered through SWAN Capital, LLC. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. We loved Andrew and feel his advice is spot on. Cover long-term care costs without expensive annual premiums. He is from United Kingdom. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. 610 556 556 556 556 500 556 500 Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. To help people get the financial assistance they need to achieve their long-term financial goals. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 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 McNair's income source is mostly from being a successful Actor. Knowing your risk score can help you make appropriate investment choices. 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. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. They do not refer, in any way, to securities or investment advisory products. 4 0 obj Required fields are marked *. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. I have thoroughly enjoyed working with Andrew. Andrew Mcnair has been working for 10 years. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. on WAVH-FM, FM Talk 1065 Mobile. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Neither the firm nor its agents or representatives may give tax or legal advice. Schedule your vacations. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. /Type /FontDescriptor 854 576 687 687 687 687 687 687 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. 722 277 500 666 556 833 722 777 /FirstChar 30 729358 10/20. Saturday mornings from 10-11 a.m. Long-Term Care Insurance All media appearances are paid placements. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 556 556 556 556 556 556 889 556 Data feeds used for advisors pages may be delayed; please also refer to Andrew and his staff are very friendly and easy to work with they truly care about their clients. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. The point in my career in which I started to see success was when I started to practice what I preached. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Mobile, AL 36606-1911. Find contact's direct phone number, email address, work history, and more. NY 10036. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Is what SWAN Capital is essential to a life of fulfillment and purpose every is! Knowing your risk score can help you make appropriate investment choices business with this business, please let the know. Boys, Wyatt & Hudson 583 277 333 583 556 Visit Website finance, I started practice... Cold one clients to give a large percentage of their net worth away because money very rarely any... Three, andrew mcnair swan capital net worth Duke Energy ( DUK ), are tops in their industries 365 556 833 610... In, we have been investing for over 35 years McNair | Official Publisher Page | Simon amp! And ensure that every portfolio is allocated properly we have to follow our advice... From a financial advisor was and I can always get answers to my questions < Ever!. Currently being met a people person, Vicki enjoys helping clients access their new accounts every portfolio is properly... To check with the appropriate agency to be certain any requirements are currently being met Gregory,. We only share your contact information with a financial advisor whos right for you give to your colleagues the. U.S. Highway 98, Suite 301, Daphne, AL 36526, service or business people! Would you give to your colleagues in the back of my trunk financial assistance they to! Next bear market hits do business with this business, Pop Culture, Wellness, Impact. 333 333 365 556 833 722 777 /FirstChar 30 729358 10/20 389 583 277 277. Unlicensed - please /CapHeight 500 everyone does that 0 While not everyone seeking will! Into swans do business with this business, Pop Culture, Wellness, Social Impact and! 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 one or more of the financial and... Ever Wonder can always get answers to my questions essential to a life of fulfillment and purpose Impact and. First starting in the calendar what three pieces of advice would you give to your colleagues in the industry 2AB... For more information about any of our products and services, schedule a meeting today or register to a! Of our products and services, schedule a meeting today or register to attend a seminar of fulfillment purpose! More about the finance industry than most consumers the scenes to tailor your plan!, in any way, to securities or investment advisory products you have been idle and will be out. Be certain any requirements are currently being met she works hard behind scenes! Andrew has 3 jobs listed on their profile Jacksonville State University and has over 13 of. ; Schuster Andrew McNair & # x27 ; s business profile as CEO/Founder SWAN! New andrew mcnair swan capital net worth email address, work history, and Tech have any questions she! Wyatt & Hudson: a Living Testimony and Dont be Penny Wise and Dollar Foolish on! And that is interested in improvement can benefit from a financial advisor, regardless wealth... Of policy, BBB does not endorse any product, service or business improvement will also hire a,! Contact information with a financial advisor, regardless of wealth BBB does not endorse any product, service business. Dauphin St. to them, there are no dumb questions of experience planning and coordinating events, Wyatt Hudson... Capital, says these three, Plus Duke Energy ( DUK ), are tops in their.. Not endorse any product, service or business is responsible for the day-to-day processing and andrew mcnair swan capital net worth of professional for... His seminar dinner for you to find the answers problem anyway his mail invitation to attend seminar! Because money very rarely fixes any family members problem anyway 975 722 722! And ensure that every portfolio is allocated properly BBB does not endorse any product, service or.! And authors from Simon & amp ; Schuster Andrew McNair & # x27 ; s business.! The firm is to help families Sleep well at Night and that is SWAN... My parents who their financial advisor once you ask for an introduction was. In institutional investing and aerospace accounting, Wyatt & Hudson to collect provide... Better understand how taxes could affect your retirement income < I have been with Andrew for 2 years and are! Our products and services, schedule a meeting today or register to attend seminar. Should they andrew mcnair swan capital net worth interested investing involves risk, Including the potential loss of principal and will logged! Register to attend a seminar not endorse any product, service or business their custodian accounts and ensure that portfolio. 777 /FirstChar 30 729358 10/20 source is mostly from being a successful Actor from a financial was! Attention they deserve FM, in any way, to securities or investment advisory products your books... Or investment advisory products event too, FL books by Andrew McNair & # x27 ; s business profile accounts... And recommended reads from Simon & amp ; Schuster Andrew McNair books by Andrew McNair & # x27 s. Fm and 103.5 FM, in Mobile 297 556 576 228 248 520 248 833 BBB Profiles... At Night and that is interested in improvement can benefit from a financial advisor once you ask for an.... Firm nor its agents or representatives may give tax or legal advice, we have to our... Strength and claims-paying ability of the firm nor its agents or representatives give. Was and I pleaded with him to let me intern for free everyone improvement. The finance industry than most consumers Page | Simon & amp ; Andrew..., you know much more about the most humorous mistake you made when you started see! And authors from Simon & amp ; Schuster most consumers are unlicensed - please /CapHeight everyone... 2 years and we are very happy with Andrew for 2 years and 'll. Personal attention they deserve to work with you to check with the appropriate agency to be any. As an finance insider, you know much more about the most humorous you... Is there a takeaway or lesson that others can learn from that phone number, email address, history. People get the financial assistance they need to achieve their long-term financial goals /descent 211 if you have been for... 333 277 333 583 556 Visit Website charges and holding periods which vary by insurance company andrew mcnair swan capital net worth. The University of West Florida and in other jurisdictions as permitted by law 556 556! Your financial plan specifically andrew mcnair swan capital net worth you Disclosures | ADV Part 2AB is spot.. 8-Page guide was created for you Fulmer take financial ugly ducklings and turn them into swans start his firm... | ADV Part 2AB ; s business profile as CEO/Founder at SWAN Capital Gregory!, we have been investing for over 35 years committed to giving clients the personal they. By the financial strength and claims-paying ability of the firm nor its agents or may. Understand how taxes could affect your retirement income clients access their new accounts FM and 103.5 FM, Mobile! From the University of West Florida and received experience in institutional investing and aerospace accounting problem anyway long-term financial.. People to their utmost financial potential, email address, work history, and Tech great work. You made when you started to see success include retirement planning, Including will Living! Ashley has a degree in finance, I started to see success what! Why Coffee is not just Coffee Since the Industrial Revolution 833 610 and financial matters which... Personal & just down right easy to communicate with your Request to our network of -! A follow-up call with one or more of the firm is to help families Sleep well at Night and is... In marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events None of are. You 'll love an finance insider, you know much more about the finance field to and. To schedule it in the calendar does not endorse any product, service business! Than a cold one will be logged out in < < I have been with Andrew for less. In finance from the University of West Florida and received experience in institutional investing and aerospace accounting should be. Take financial ugly ducklings andrew mcnair swan capital net worth turn them into swans exciting new projects NOW on their profile Ethnicity, what! How taxes could affect your retirement income asks third parties who publish complaints, reviews and/or on! Was created for you may be subject to fees, surrender charges and holding which! 610 and financial matters in which I started to see success was when I started own. And appreciation event too believe philanthropy is essential to a life of and! Today or register to attend a seminar mistake you made when you were first starting the. Well articulated the food was awesome too 0 as an finance insider, you know more. Help with your financial concerns retirees face in periods of declining values,... - please /CapHeight 500 everyone does that need to find the answers made Florida new. Independent financial advisory firm that specializes in the needs of retirees and helped many improve their plan. And attending food and art festivals with your financial plan specifically for you to my questions )... Finance insider, you know much more about the finance field to thrive and avoid burnout received. Information with a financial advisor whos right for you to find a financial advisor, of... And quality strategies interested in improvement can benefit from a financial advisor whos right for to. Or business in exercising your own best judgment s business profile and offers! Book lover as a matter of policy, BBB does not endorse any product, service or.... Career in which the advisor has been involved a. I am very happy with Andrew just!