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2016-01-10T00:00:00.000Z

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Wrong William Swayne?

Mr. William Swayne M. III

Founding Chair

Marketing Committee of TICA

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Marketing Committee of TICA

Background Information

Employment History

Registered Representative

Independent Financial Group LLC

Owner

WMS Financial Planners Inc

Chief Operating Officer

Telegen Corp

Affiliations

Board Member
YFC SA

National Board Member
Youth for Christ USA

Secretary
REAL ESTATE INVESTMENT SECURITIES ASSOCIATION INC

Advisory Board Chairman
Agathos Foundation

Board Trustee
National Association for Youth for Christ

Advisory Board Member
GlobeSt.com LLC

Chief Executive Officer
WMS Financial Planners Inc

Founder
Accredited Solution , LLC

Representative
Pacific West Securities

Education

Bachelor of Science Degree , with honors

University of Washington

MBA

finance

City University

Web References (49 Total References)


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.


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.


William M. Swayne II, MBA, ...

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 - CFP®, CEO and 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 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.


TICA Tenant-In-Common Association : Planning Committee

www.ticassoc.org [cached]

William Swayne II bill_s@wmsfp.com


TICA Tenant-In-Common Association

www.ticassoc.org [cached]

William Swayne, IITICA Tenant-In-Common Association

...
Name: William Swayne II
...
William M. Swayne II, WMS Financial Planners'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, Mr. Swayne completed his MBA in finance from City University and earned his Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.Raised in Seattle, Swayne is active in many private and public organizations, serving as a national board member of the Youth for Christ organization, ex-officio director of the TICA (the TIC Trade association) board for the last two years, and founding Chair of the Marketing Committee of TICA.Mr. Swayne was the first registered representative recipient of TICA's Champion of Excellence Award in 2006.

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