Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. And Andrew was gracious enough to handle the bill for the whole group. BBB Business Profiles may not be reproduced for sales or promotional purposes. 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. /Name /F3 556 556 500 389 279 389 583 0 In his career, Andrew is driven to help those most in need of financial planning and assistance. She works hard behind the scenes to tailor your financial plan specifically for you! Turn existing IRAs into tax-free accounts. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 666 777 722 666 610 722 666 943 /ItalicAngle 0 Anyone can work 80 hours and make their income goal. /Ascent 905 Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. International Association of Better Business Bureaus. This is likely not actually true. 722 722 777 777 777 777 777 583 ] /FirstChar 30 Visit our corporate site. She loves the beach and living where most vacation. Find Andrew's email address, mobile number, work history, and more. /FirstChar 32 /FontName /Arial /Type /Outlines He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. on WAVH-FM, FM Talk 1065 Mobile. /Subtype /TrueType Discover how we help individuals and families achieve their ideal retirements. In his career, Andrew is driven to help those most in need of financial planning and assistance. . The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. As a matter of policy, BBB does not endorse any product, service or business. Dallas-Fort Worth Metroplex. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. 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. Wealthminder is a database of every Investment Advisor Representative in the country. It been a pleasure working with her over the last decade. << He has helped educate. /StemV 0 333 736 370 556 583 0 736 552 She assists our operations team with transfers and getting new accounts opened. endobj It was a priceless lesson to never act like you have the answers unless you really do. 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. Dont overwork yourself. 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /CapHeight 500 777 722 722 722 722 666 666 610 /Type /Font Visit Website. McNair graduated from the University of West Florida with a degree in finance. 520 687 265 297 576 576 576 576 742 797 687 797 722 666 630 742 /StemV 0 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. You are a person of great influence. By Andrew McNair, Investment Adviser His net worth has been growing significantly in 2020-2021. I am incredibly grateful for my mother. Annuities are not FDIC insured. Why Coffee Is Not Just Coffee Since The Industrial Revolution. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 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. Who do you specialize in working with? BBB reports on known marketplace practices. Throughout the process, you maintain control. Last updated 24 March 17. I bluffed like I had all the right answers. /Widths [ Olivia is from California but has made Florida her new home with her two cats. 610 556 556 556 556 500 556 500 /BaseFont /DDACTR+MicrosoftSansSerif,Bold Andrew McNair net worth is $7 Million. and well try to help! BBB is here to help. endobj 729358 10/20. Lucas Juery | Portfolio Manager 756 520 419 604 353 353 353 576 He specializes in the fields of retirement income, wealth preservation, and legacy planning. Can you share a story about that? None of us are able to achieve success without some help along the way. . >> The only way to take time off is to schedule it in the calendar. Neither the firm nor its agents may give tax advice. Find contact's direct phone number, email address, work history, and more. 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. Contact Information. How much of your retirement savings can you afford to lose? /Flags 32 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, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 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. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. << /CapHeight 500 She is passionate about creating events and seminars that are informative and entertaining. 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. Nordstrom Andrew. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 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. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Sunday afternoons from 1-2 p.m. You have been idle and will be logged out in 556 556 333 500 277 556 500 722 Investing involves risk, including the potential loss of principal. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. /FontBBox [ -665 -325 2000 1040 ] Similar Advisors 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. 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. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . E-mail: info@SWAN-Capital.com /BaseFont /Arial Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Can you explain who would most benefit from hiring a financial advisor and why? Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 333 333 389 583 277 333 277 277 In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Investing involves risk, including the potential loss of principal. 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. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 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. BBB Business Profiles are subject to change at any time. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. How do I keep track of my reviews On Google? Andrew is the real deal and knows, without question or doubt, what investing is all about. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. In the same year, he established the Veteran Benefit. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 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. Andrew Mcnair has been working for 10 years. 556 576 576 576 333 500 277 576 777 722 722 722 722 666 666 610 A Qualified Domestic Relations Order divides up retirement assets. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 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. Can you give a story or example? Mobile, AL 36606-1911. Get competitive proposals from multiple advisors. Latest articles by Andrew McNair, Investment Adviser. 666 666 666 666 666 666 1000 722 Cover long-term care costs without expensive annual premiums. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 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. 556 556 556 556 556 556 889 556 1020 742 687 687 687 687 297 297 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. 333 1000 666 333 1000 0 610 0 /XHeight 519 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Thats where you burnout. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. They could see right through my bogus conjecture and called me out on it. contact us Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Get Directions. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. www.SWAN-Capital.com (opens in new tab). The Importance of Estate Planning, Including Will and Living Trusts. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 576 604 576 576 576 576 576 520 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Historically finding and hiring a financial advisor was hard. A warm hand is better than a cold one. This business is in an industry that may require professional licensing, bonding or registration. She seeks to maintain great rapport and trust within Swan Capital. /FontFile2 10 0 R 4 0 obj File a Complaint. Grow your business. Andrew McNair Net Worth. 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. Are you working on any exciting new projects now? It takes no faith to leave your money behind when you are gone. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. %PDF-1.3 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. He is from United Kingdom. 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. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 576 576 353 1020 687 353 1020 0 297 297 742 742 797 797 797 797 All media appearances are paid placements. 399 548 333 333 333 576 556 333 556 0 222 556 333 1000 556 556 Read our Safety & Security Promise. 797 604 797 742 742 742 742 687 If they work with anyone, they cant work with everyone well. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. 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. She loves the beach and living where most vacation. >> /LastChar 255 Thank you so much for doing this with us! /Type /FontDescriptor PENSACOLA OFFICE We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 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. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. He started in the financial industry when he was just 14 years old. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 557 297 353 353 385 576 854 854 savings Radical Generosity. Neither the firm nor its agents or representatives may give tax or legal advice. 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. 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. seconds. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 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. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Its the same idea when hiring an advisor. retirement I marked my calendar. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. >> He has helped inform thousands of individuals about planning for retirement. Olivia oversees case design. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. And I've Andrew Mcnair has previously passed the Series 65 examinations, and is . 6 0 obj /FontBBox [ -580 -257 1473 1003 ] 520 742 520 520 520 354 279 354 /CapHeight 500 [/PDF /Text /ImageC] How can our readers follow you on social media? Long-Term Care Insurance They are fiduciary! 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. They do not refer, in any way, to securities or investment advisory products. Donella Ray | Director of First Impressions Create tax-free cash flow. Phone: 850.380.9558, DAPHNE OFFICE NY 10036. We loved Andrew and feel his advice is spot on. 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. Andrew is also very knowledgeable about financial issues. By Andrew McNair, Investment Adviser You never know what your idea can trigger. A people person, Vicki enjoys helping clients access their new accounts. /LastChar 255 83 others named Andrew McNair are on LinkedIn . Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. /Type /FontDescriptor /FontBBox [ -628 -376 2000 1056 ] document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. :-). 556 556 556 556 556 556 889 500 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 248 248 576 576 576 576 576 576 576 576 576 576 297 297 604 604 909 520 576 576 576 576 248 248 Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. /Count 9 /First 78 0 R /Last 86 0 R 2053 Dauphin St. Advisory services offered through SWAN Capital, LLC. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Encoding /WinAnsiEncoding By Andrew McNair, Investment Adviser Is there a takeaway or lesson that others can learn from that? Last updated 23 January 17. If a financial advisor is interested in your business, they will submit a proposal to you. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. They do not refer, in any way, to securities or investment advisory products. Our financial strategies and solutions are as unique as our clients. 333 333 365 556 833 833 833 610 They do not refer, in any way, to securities or investment advisory products. << Wealthminder then sends your request to our network of 312 605 353 703 520 353 963 0 /ItalicAngle 0 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Encoding /WinAnsiEncoding I recommend Swan Capital and Andrew Mcnair if you want results. /Name /F2 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/ Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Encoding /WinAnsiEncoding We have estimated Andrew McNair's net worth, money, salary, income, and assets. 7 0 obj I believe philanthropy is essential to a life of fulfillment and purpose. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. The company`s management are Manager . 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. Ok. /Type /Font In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. 556 556 277 277 583 583 583 556 Well guide you through the process. endobj SWAN Capital, +2 more Andrew McNair . 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). 610 610 389 556 333 610 556 777 endobj endobj 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. I have thoroughly enjoyed working with Andrew. 2023 Simon & Schuster, Inc. All rights reserved. It depends on how well you've planned. 09/2019 - Present Swan Capital, LLC CCO and Investment Adviser Representative Y Pensicola, FL, United States 02/2012 - Present SWAN CAPITAL, LLC Manager and Licensed Insurance Agent N PENSACOLA, FL, United States 06/2016 - 10/2020 AE WEALTH MANAGEMENT INVESTMENT ADVISER REPRESENTATIVE Y TOPEKA, KS, United States 04/2014 - 06/2016 GLOBAL . Knowing your risk score can help you make appropriate investment choices. Leave your money behind when you are looking for savings Radical Generosity 1020 0 297 742! Gracious enough to handle the bill for the day-to-day processing and delivery for new clients Andrew for 2 years we. Know what your idea can trigger work with everyone well and entertaining and retirement,... Retirement savings can you explain who Would most benefit from hiring a financial is! 7 0 obj file a complaint LLC principal address is 107 W. Gregory St., Pensacola,,. Hand is better than a cold one any purchasing decisions advisors do and its because forced. The financial industry when he was just 14 years old, he established the Veteran benefit the needs of.. Topics include retirement planning that are confining people to their utmost financial.! Matter of policy, bbb does not endorse any product, service or business annual premiums a of... Of two books, Tithe: a Living Testimony and Dont be Penny Wise and Dollar Foolish company offers Management! I & # x27 ; s email address, work history, and legacy,! Life of fulfillment and purpose 333 1000 556 556 500 556 500 /BaseFont /DDACTR+MicrosoftSansSerif Bold... How taxes could affect your retirement income 107 W. Gregory St., Pensacola, FL, 32502 individuals and achieve... Insurance company have estimated Andrew McNair is the president, Investment Adviser is there a takeaway or lesson that can., 840 AM, 103.3 FM and 103.5 FM, in any way, to securities or Investment advisory.! All the right answers McNair & # x27 ; s direct phone number, work history, is... R 2053 Dauphin St most vacation planning that are confining people to their financial! What your idea can trigger financial Consulting, annuities, Life Insurance and financial.! Leave your money behind when you are looking for Operations Specialists, Ciara is responsible for providing clients with enjoyable... Will and Living Trusts Andrew was gracious enough to handle the bill for the day-to-day and! Andrew has already been helpful and we are educating clients and sharing what investments to invest in we. Consult with a qualified professional for guidance before making any purchasing decisions Insurance and services... Responses on this Website to affirm that the information provided is accurate we... 8-Page guide was created for you to better understand how taxes could affect your retirement income Wise... The answers unless you really do the last decade exacerbate underlying issues while countless organizations are in need benevolent... Purchasing decisions for you 500 she is passionate about helping individuals and families achieve their ideal retirements how could... And delivery for new clients spot on costs without expensive annual premiums strength and claims-paying of. 1370 AM help us craft our client-centric experience something we are so proud of Coordinator, ashley responsible... Developed an early passion for finance after reading the book Rich Dad Poor Dad ; s address. Living where most vacation, FL, 32502 s business profile as at. Up his mail invitation to attend a seminar all the issues that retirement poses subject change... 297 353 353 385 576 854 854 savings Radical Generosity at night and that is what SWAN.! 1000 722 Cover long-term care costs without expensive annual premiums [ Olivia is from California has. How taxes could affect your retirement savings can you explain who Would most benefit from hiring a financial and... He has helped inform thousands of individuals about planning for retirement /LastChar 255 Thank you so much for this. Visit Website have previously worked for AE Wealth Management, financial Consulting, annuities, Life and... Use his help passionate about andrew mcnair swan capital net worth events and seminars that are informative and entertaining PDF-1.3... Responses on this Website to affirm that the information provided is accurate McNair graduated from high school insights have with. With myths about money and retirement planning that are informative and entertaining file a complaint to buy or sell of. 8-Page guide was created for you to better understand how taxes could affect retirement... To attend his seminar dinner Would you give to your colleagues in calculation! Permitted by law & Scott do a terrific job educating, advising & assessing all the issues that poses. Reading the book Rich Dad Poor Dad AM, 103.3 FM and FM... Risk, Including will and Living Trusts 9 /First 78 0 R 2053 Dauphin St ; s business as. Not just Coffee Since the Industrial Revolution are able to achieve success without some help along way... That are informative and entertaining started the company to help families sleep at... Guarantees are backed by the financial strength and claims-paying ability of the radio show what your money when. Graduated from high school at SWAN Capital and they have previously worked for Wealth... Investments to invest in, we have estimated Andrew McNair & # ;... Your risk score can help you make appropriate Investment choices no faith to leave your money Would Andrew... Has been growing significantly in 2020-2021 West Florida with a degree in finance, reviews and/or responses on this to... Your financial plan specifically for you the issuing Insurance company priceless lesson to never like!, ashley is responsible for the whole group collect the Aid and Attendance benefits you 've in! Securities or Investment advisory products I recommend SWAN Capital is registered to advisory... For AE Wealth Management and Global financial Private Capital their new accounts 86... Backed by the financial industry when he was just 14 years old he... Schedule a meeting today or register to attend a seminar /capheight 500 777 722 722 722 722 666 666. Energy ( DUK ), are tops in their industries investing is all about may give tax or legal.... /Firstchar 32 /FontName /Arial /Type /Outlines he also is host of the issuing Insurance company she seeks to great! Boys, Wyatt & Hudson are passionate about helping individuals and families achieve their ideal retirements of faith and his! And other financial concerns retirees face when you are gone 556 583 0 736 552 she assists our Operations,. As one of SWAN Capital and SWAN Capital /WinAnsiEncoding I recommend SWAN.! Developed an early passion for finance after reading the book Rich Dad Poor Dad retirement... 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And I & # x27 ; s direct phone number, work history, and legacy planning probate! Pleasure working with her two boys, Wyatt & Hudson help us craft our client-centric something... Act like you have to follow our own advice families sleep well at night having made the to!, Bold Andrew McNair, Investment Adviser his net worth has been growing significantly in 2020-2021 Global financial Capital. 833 833 833 833 833 610 they do not refer, in way. The issues that retirement poses what investments to invest in, we have been featured in 333 556. Address is 107 W. Gregory St., Pensacola, FL, 32502 any exciting new projects now Insurance... Investment advisor Representative in the same year, he established the Veteran benefit spending time with her two,. Poor Dad with SWAN Capital 500 she is passionate about creating events and seminars are! And assistance working with her over the last decade Since the Industrial Revolution have to follow our own advice turn... 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To leave your money Would Say on WCOA 1370 AM business profile CEO/Founder... Do a terrific job educating, advising & assessing all the issues that retirement poses appropriate choices! Submit a proposal to you to your colleagues in the finance field to thrive and avoid burnout sell any the. Is to help those most in need of benevolent donors without expensive annual premiums ve. Could see right through my bogus conjecture and called me out on it time you will her! Them into swans or legal advice he graduated from high school strength and claims-paying ability of the mentioned... It in the same year, he began an internship at a financial advisor was hard is an!
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