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Wrong William Swayne?

William M. Swayne

Chief Executive Officer

WMS Financial Planners Inc

HQ Phone:  (206) 726-1633

Direct Phone: (206) ***-**** ext. ***direct phone

Email: w***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Registered Representative

Independent Financial Group , LLC


Romanian Linguist

United States Air Force


Officio Director

The International Cat Association Inc


Affiliations

Youth for Christ

National Board Member


Marketing Committee of TICA

Founding Chair Member


Accredited Solution , LLC

Founder


REISA

Member


Pacific West Securities

Representative


REAL ESTATE INVESTMENT SECURITIES ASSOCIATION INC

Secretary


Agathos Foundation

Advisory Board Chairman


National Association for Youth for Christ

Board Trustee


GlobeSt.com LLC

Advisory Board Member


Education

Bachelor of Science Degree , with honors

University of Washington


MBA

finance

City University


Web References(37 Total References)


Our Leadership : WMS Financial Planners, Inc.

www.wmsfp.com [cached]

William M. Swayne II - CEO


Board

www.yfc.net [cached]

Bill Swayne
CEO, WMS Financial Planners, Inc


www.wmsfp.com

MPT is a Nobel Prize winning economic model created in 1990 by Harry Markowitz and William Sharpe.


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.


www.wmsfp.com

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.


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