William M. Swayne III Director of Investments
Mr. Swayne has been advising clients and institutions in Financial and Securities industry since 2001, bringing his knowledge and expertise to several areas of the industry. With substantial experience with standard investments such as stocks, bonds and insurance related products, Bill has also provides exposure to a wide-range of alternative investment and tax strategies. This often includes real estate 1031 qualified property, energy investments, private equity, and real estate development offerings.
Initially for several years Bill focused on advisory services designed to assist investors with their investment and real estate portfolios. After identifying a need to represent the private investor and their interests in general offerings, Bill and WMS expanded their role in the issuance and development of alternative investments. With a goal to seek direct influence in the alternative products offered to his clients, Bill and WMS became involved in the structuring and capital raising of several alternative investments.
Further, this allowed WMS to leverage our experience and knowledge to the investment structuring and private syndication and have helped bring new product to the marketplace.
This third-party consulting has allowed us to be at the forefront of the alternative marketplace bringing substantial understanding and promoting more investor centric offerings. Specifically, WMS expanded its services by advising sponsor firms on fund structure, operating and assisting with development of capital markets.
Bill also firmly believes that educated and informed investors make better decisions. Bill has been presenting to investors and organizations for over 15 years on various topics such as investment strategies, retirement planning, real estate investing and management. Since 2002, Bill has been a leading provider of 1031 qualified replacement property, making WMS one of the original and most respected providers of 1031 exchange options in the industry.
Bill has a BS in Business Management, has been married to his wife Rose since 1996 and together are blessed with one son, William the 4th, and two beautiful daughters, Coral and Kaya. His hobbies include anything that can keep the kids engaged; golf, hiking, skiing and any sport that can get competitive!
Licenses: Series 7, Series 63, Series 65, Series 31, Insurance and Long-Term Care