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This profile was last updated on 1/13/15  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
Background

Employment History

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

Board Memberships and Affiliations

Education

  • MBA , finance
    City University
  • BS , psychology
    University of Washington
  • BS , business management
34 Total References
Web References
Board
www.yfc.net, 13 Jan 2015 [cached]
Bill Swayne CEO, WMS Financial Planners, Inc
William M. Swayne II, MBA, ...
www.wmsfp.com, 3 June 2014 [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.
Bend Economy 2 • View topic - PDX BIG-ZERO Tells 1031 Story about Bend Fucking PDX People
bendeconomy2.informe.com, 19 Oct 2014 [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
www.reisa.org, 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.
Real Estate Investment Securities Association REISA : Board of Directors
www.reisa.org, 10 Sept 2011 [cached]
Bill Swayne III, Secretary
...
Bill Swayne III (term expires 12/11)
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