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2016-09-03T00:00:00.000Z

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Wrong William Swayne?

Mr. William M. Swayne II

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

Romanian Linguist

United States Air Force

Affiliations

National Board Member
Youth for Christ

Member
REISA

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)


Our Leadership : WMS Financial Planners, Inc.

www.wmsfp.com [cached]

William M. Swayne II - CEO


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

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.


Tenant-In-Common Association (TICA) :: Officers & Directors

www.ticassoc.org [cached]

William Swayne

Ex-Officio (Appointed by the Board of Directors to serve; has all privileges of Board member, with the exception of voting rights)
Bill Swayne, WMS Financial Planners, Inc. - William M. Swayne II is CEO and co-founder of WMS Financial Planners Inc., a full service financial planning and investment advisory firm that provides in-depth financial and tax planning services to individuals and small corporations.WMS began in Seattle 33 years ago and since has expanded into one of the leading financial planning and real estate advisory firms in the country.Mr. Swayne has been in the financial services industry since 1972 and has led his BD, Pacific West Securities, Inc as their leading producer for the nine of the last ten years.
Bill holds a Masters of Business Administration degree from City University in Seattle and a Bachelor of Science Degree, with honors, from University of Washington.He earned his Certified Financial Planner (CFP) designation in 1978 and his Chartered Financial Consultant designation (ChFC) in 1980.Raised in Seattle, Mr. Swayne is active in many private and public organizations, serving as board member of the Seattle area Youth for Christ for the last 16 years, 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.

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