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Joseph R. McNair, CFP®, JD, CPA

Joseph R. McNair, CFP®, JD, CPA

Joseph McNair joined Warren Averett in 2010 and specializes in the areas of comprehensive financial planning and institutional investment consulting.

His prior experience includes work with accounting firm PricewaterhouseCoopers, and Atlanta-based law firm Cohen, Cooper, Estep & Allen. In addition to being a Certified Financial Planner(TM), he is an attorney licensed by both the Florida Bar and the State Bar of Georgia and is a Certified Public Accountant (CPA).

Education

Bachelor of Science in Accounting LaGrange College, LaGrange, GA
Juris Doctor Georgia State University, Atlanta, GA
Master of Business Administration Georgia State University, Atlanta, GA

Professional Affiliations

  • Estate Planning Council of NW Florida
  • Financial Planning Association

Community Involvement

  • Leadership Pensacola, Class of 2016
  • The ARC Gateway Foundation Trustee, Treasurer

Ask Me About

  • Why personal financial planning requires a comprehensive approach
  • Educating your children to protect your family wealth for generations to come
  • Coordinating your financial decision-making using one centralized advisor
  • My experience with the Methodist Children’s Home of Costa Rica
  • My annual motorcycle trip to the best road in America
  • Catching redfish in the back bays around Perdido Key

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