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This profile was last updated on 8/25/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. William M. Swayne II

Wrong William M. Swayne II?

Chief Executive Officer

WMS Financial Planners Inc
809 Fairview Pl. N. Suite 130
Seattle , Washington 98109
United States

Company Description: WMS Financial Planners, Inc. is a locally-owned, independent firm. We pride ourselves on being able to offer our clients more of the attention that they deserve....   more

Employment History

  • Chief Executive Officer and Founder
    WMS Financial Planners Inc
  • Director of Investments
    WMS Financial Planners Inc
  • President and Chief Operating Officer
    Telegen Corp
  • Board
    Telegen Corp
  • Founder and Chief Executive Officer
    WMS Financial Planning
  • Founding Chair
    Marketing Committee of TICA
  • Officio Director
  • WMS Financial Planners's Chief Executive Officer and Founder
    Accredited Solution
  • Director of DPP Investments
    Accredited Solution

Board Memberships and Affiliations


  • MBA , finance
    City University
  • BS , psychology
    University of Washington
  • BS , business management
34 Total References
Web References
WMS Financial Planners, Inc, 16 Mar 2015 [cached]
William M. Swayne II, MBA, CLU, CFP, ChFC, is the founder and CEO of WMS Financial Planning, Inc. Mr. Swayne's career in the financial services industry began in 1972 after graduating from the University of Washington with a BS in psychology. He received his honorable discharge in 1970 from the United States Air force Securities Service after serving four years as a Romanian linguist during the Vietnam conflict.
In addition to his duties as CEO, Mr. Swayne teaches retirement planning classes and conducts numerous financial planning workshops yearly for the general public. Since opening in 1973, WMS has become one of the leading financial planning firms in the Pacific Northwest.
Our Team
William M Swayne II
William M. Swayne II, WMS's CEO and founder, began his career in the financial services industry in 1972, after graduating from the University of Washington. Mr. Swayne received his honorable discharge in 1970 from the US Air Force after serving 4 years as a Romanian linguist during the Vietnam conflict. Following his service to his country, he completed his MBA in finance from City University and earned his CERTIFIED FINANCIAL PLANNERTM certification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Raised in Seattle, Mr. Swayne is active in many private and public organizations, serving as a national board member of Youth for Christ USA for the last 5 years, ex-officio director of the TICA/REISA (formerly the TIC trade association) board, and founding Chair of the Marketing Committee of TICA. Bill has been married for 38 years to his wife, Candace Swayne, co-founder and president of WMS.
Board, 13 Jan 2015 [cached]
Bill Swayne CEO, WMS Financial Planners, Inc
William ..., 8 Dec 2003 [cached]
William Swayne:
2209 Eastlake AVE E
Seattle, WA 98102
Mr. William Swayne was Telegen's President and Chief Operating Officer (COO) from July 2000 through August 15, 2001 and served on Telegen's Board of Directors from July 2000 through October 2002.During his tenure as COO, he managed the rebuilding of the company's day to day operations after confirmation of the bankruptcy plan, primarily focused on facilities and personnel.He resigned as COO in August 2001 over differences with existing management's operational philosophy, but stayed on as a Board member to attempt to direct the company at that level.He then resigned from the Board in October 2002 citing a lack support for his proposals throughout his tenure, not holding an annual meeting nor allowing the election of additional board members and the lapse of D&O insurance by the two remaining Board members (Stevens & Crystal).
Bend Economy 2 • View topic - PDX BIG-ZERO Tells 1031 Story about Bend Fucking PDX People, 22 Aug 2015 [cached]
Accredited Solution, LLC, founded by William Swayne and Joseph Spagnoli, is a full service, personal financial planning firm.
Real Estate Investment Securities Association REISA : Bill Swayne III, 11 Dec 2010 [cached]
Bill Swayne III Real Estate Investment Securities Association REISA : Bill Swayne III
Bill Swayne III
William Swayne III of WMS Financial Planners Inc. was elected to serve a two-year term as a registered representative on the Board. He is the Director of DPP investments for the family of WMS companies including Accredited Solution, a national advisory firm providing advisory services to representatives and institutions. Located in Seattle, WA, he handles all DPP investments and has been involved with assisting clients and advisors in all aspects of securitized investments from purchases to sale and/or workouts.
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