SWAN Capital

Lucas Juery is a financial advisor at SWAN Capital with three years of industry experience. He holds a Series 65 designation and previously worked at Airbus Defense & Space and the University of West Florida. SWAN Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and private pooled investment vehicles. The firm offers active asset management through model portfolios constructed from mutual funds, ETFs, stocks, and bonds, supported by fundamental analysis and periodic reviews.

Andrew Mcnair is a financial advisor at SWAN Capital with 12 years of industry experience. He holds a Series 65 designation and has worked at SWAN Capital since 2012, with prior roles at AE Wealth Management and Global Financial Private Capital. Outside of advising, he teaches a course on long-term care at Pensacola State College and is an author. SWAN Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and private pooled investment vehicles. The firm offers active asset management through model portfolios using mutual funds, ETFs, stocks, and bonds, combined with fundamental analysis and periodic rebalancing.

Jamie Via is a financial advisor at SWAN Capital with a Series 65 credential and one year of industry experience. Prior to joining SWAN Capital, Jamie held roles at First Command Brokerage Services and Family First Life, among others, and has experience in education and community organizations. SWAN Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and private pooled investment vehicles. The firm offers active asset management through model portfolios and serves as general partner and adviser to private funds investing in real estate and other income-producing assets.

William Moy is a financial advisor at SWAN Capital with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Command Brokerage Services, INC. Prior to his financial career, Moy served in the United States Marine Corps. SWAN Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and private pooled investment vehicles. The firm offers active asset management through model portfolios and also serves as general partner and investment adviser to private funds focused on real estate and other income-producing assets.

Jacob Hawkins is a financial advisor at SWAN Capital with a Series 65 designation and experience beginning in 2024. Prior to joining SWAN Capital, he held roles at Soulcial Kitchen, Ethos Consulting Group, Becker Dyer Stanton Funeral Home, Moila Country Club, Benedictine College, and Floyd Construction. SWAN Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and private pooled investment vehicles. The firm offers active asset management through model portfolios and manages private funds investing in real estate and other income-producing assets.