Bill Swayne's Location
Seattle, WA, US
Bill Swayne's Work
- Director of Investments @ WMS Wealth Management, LLC
- member @ REISA
- Representative @ REISA
- Marketing @ CAI Investments, LLC
- Registered Representative @ Independent Financial Group, LLC
- TIC Manager @ WMS Financial Planners, Inc.
- TIC Manager @ WMS FInancial Planners, Inc.
- Representative @ Pacific West Securities
- Director of Advisory Services @ Credit Union Advisory Services, LLC.
- Director of TIC's and Securitized Real Estate @ Accredited Solution, LLC
Bill Swayne's Education
- University of Phoenix
BS (Business Management)
Bill Swayne's Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Social Media
- Financial Planners
- Fixed Annuities
- Bonds
- Mergers
- Insurance
Bill Swayne's Summary
Bill Swayne, based in Seattle, WA, US, is currently a Director of Investments at WMS Wealth Management, LLC, bringing experience from previous roles at REISA, CAI Investments, LLC and Independent Financial Group LLC. Bill Swayne holds a BS in Business Management @ University of Phoenix. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Social Media and more, Bill Swayne contributes valuable insights to the industry. Bill Swayne has 2 emails on RocketReach.
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ViewRobert Swayne
Electrical Engineer, Pe at The Burns Group
Philadelphia, Pennsylvania, United States11
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