Joseph R. McNair, CFP®, JD, CPA

Joseph R. McNair, CFP®, JD, CPA

Joseph McNair 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 PlannerTM, he is an attorney licensed by both the Florida Bar and the State Bar of Georgia and is a Certified Public Accountant (CPA).


  • 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