Friends and Family of McNair & Company

Fred V. McNair IV
Current and Third Generation Founder
Frederick V. McNair III, Lieutenant, USN
Second Generation Founder
Frederick V. McNair Jr.,Captain, USN
Original Founder

Founded in 1931, we are a third-generation estate planning firm that has been providing objective advice, creative life insurance solutions, and exemplary service for families and businesses. We have worked with affluent families, entrepreneurs, and executives throughout the U.S. to implement more than $2 billion in trust-owned life insurance arrangements since 2000.

We have learned over the last 90+ years that successful relationships result when partners master and perform their designated roles. Our role is to collaborate with mutual partners and guide you in your endeavor to preserve, create, and enhance/transfer your hard-earned assets to those you designate.

A Proud History

The McNair family has a rich history of competitive excellence.

A four-time NCAA All-American and NCAA doubles finalist in 1973, Fred IV was co-captain of the University of North Carolina men’s varsity tennis team. In 1976, he and Sherwood Stewart were ranked the No.1 doubles team in the world after winning the French Open and the Grand Prix Masters titles. In 1977 at the 100th Anniversary of the Wimbledon Men’s Singles Championships, Fred IV advanced to the third round and played the longest match of the tournament winning 15-13 in the fifth set. Fred IV was also a member of the team that won the 1978 U.S. Davis Cup.

A Legacy of Tennis

Fred III and Fred IV, Davis Cup Finals,
Washington, D.C. 1999

The McNairs are the only family to have competed in the U.S. Men’s Singles Tennis Championship for three consecutive generations. Fred IV competed at both Forest Hills and Flushing Meadows in the “Open Era” from 1969-1982. In 2001, Fred IV was formally inducted into the NCAA Intercollegiate Tennis Hall of Fame.

Fred IV served as President of the Mid-Atlantic Tennis Education Foundation (MATEF) and as Chairman of the U.S. Olympic Tennis Committee in 2004-2006.

Today, Fred IV remains actively engaged in tennis and enjoys playing golf with friends and family at Congressional Country Club. McNair envisions his clients as doubles partners, collaborating with them and ultimately implementing a legacy of love that will impact their families for generations.

The legacy continues...

Fred IV and Frederick III, six-time National Father & Son Doubles Champions

Roger Federer and Fred IV, Rome, Italy, 2019

Rafael Nadal and Fred IV, World-renowned Blue Course at Congressional Country Club, Bethesda, Maryland, 2021

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An advocate of client rights and best practice standards for financial service professionals, Fred McNair IV is an active voice in the financial service community. He has been published and quoted in the financial media and has been featured in several regional publications.

“Whose Policy is it Anyway? The Management of Insurance Policies for ILITs”

2002 | Journal of Practical Estate Planning

“McNair & Company”

2002 | Exclusively Northern Virginia

“Jumbo Impaired Risk Cases Can Sail Through”

2000 | National Underwriter

“That's Only the First Hurdle for Ex-athletes to Clear”

2000 | CNN Money

McNair in the Media

AALU Lunch Honoring Senator Mark R. Warner (VA), May 2013 Bob Burke, MassMutual; Senator Warner; Fred McNair; David Stertzer, AALU CEO

Fred IV with President George H.W. Bush at the 2008 AALU Meeting

Fred IV, Senator Mark R. Warner (VA) and 2013 GWU CHMN/Board of Trustees Russ Ramsey

John C. Lee IV, former Senator John Breaux (LA), Fred McNair IV at MATEF Tennis Hall of Fame Induction, 2002

Fred McNair; Cal Simmons; Sean Ballington, American Heart Association Heart Ball 2014

5 Park Place, Suite 529

Annapolis, MD 21401

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.

130 Springside Drive, Suite 300, Akron, Ohio 44333. (800) 765-5201. McNair & Company is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.