William M. Swayne II
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 Planner designation from the College of Financial Planning, and his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from American College. 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 15+ 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 45 years to his wife, Candace Swayne, co-founder and President of WMS. Together they believe that their biggest accomplishment is the raising of their five children (one of which is with WMS) and now celebrate 14 grandchildren and 1 great grandchild.

  • Master of Business Administration (MBA)
  • Chartered Life Underwriter (CLU)
  • Certified Financial Planner (CFP)
  • Certified Life Financial Consultant (ChFC)
  • Licenses: Series 7, Series 63, Series 65

Certified Financial Planner Board of Standards, Inc. owns the certification for CFP(R) , Certified Financial PlannerTM and federally registered CFP (with flame design) in the US., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

William M. Swayne II was last modified: September 18th, 2019 by eric