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This profile was last updated on 10/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. William M. Swayne III

Wrong William M. Swayne III?

Registered Representative

Phone: (858) ***-****  HQ Phone
Local Address:  Seattle , Washington , United States
Independent Financial Group LLC
12636 High Bluff Dr
San Diego , California 92130
United States

Company Description: Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Science Degree , with honors
    University of Washington
  • MBA , finance
    City University
49 Total References
Web References
Board
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Bill Swayne CEO, WMS Financial Planners, Inc
MPT is a Nobel Prize winning ...
www.wmsfp.com [cached]
MPT is a Nobel Prize winning economic model created in 1990 by Harry Markowitz and William Sharpe.
William M. Swayne II - ...
www.wmsfp.com [cached]
William M. Swayne II - CFP(R), CEO & Co-founder
...
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 PLANNERTMcertification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Raised in Seattle, Mr. Swayne is active in many private and public organizations, serving on the national board member of Youth for Christ USA for the last 10+ years, ex-officio director of the TICA/REISA (formerly the TIC trade association) board and founding chair member of the Marketing Committee of TICA. Bill has been married for over 40 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 [cached]
Accredited Solution, LLC, founded by William Swayne and Joseph Spagnoli, is a full service, personal financial planning firm.
WMS Financial Planners, Inc
www.wmsfp.com [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.
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