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This profile was last updated on 1/10/16  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. William M. Swayne II

Wrong William M. Swayne II?

National Board Member

Youth for Christ USA
 
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Science Degree , with honors
    University of Washington
  • MBA , finance
    City University
  • Masters of Business Administration degree
    City University
36 Total References
Web References
William M. Swayne II - ...
www.wmsfp.com, 10 Jan 2016 [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, 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
www.yfc.net, 13 Jan 2015 [cached]
Bill Swayne CEO, WMS Financial Planners, Inc
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)
William ...
www.sec.gov, 8 Dec 2003 [cached]
William Swayne:
2209 Eastlake AVE E
Seattle, WA 98102
206-726-1633
...
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).
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