Director Of Investments
Current
Wms Wealth Management, Llc
Jan 2021 - Present
AeroLeads people directory · profile
Bill Swayne Iii Email & Phone Number
Director of Investments at WMS Wealth Management, LLC
at
WMS Wealth Management, LLC
1 work email found
@cuadvisoryservices.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
WMS Wealth Management, LLC
Role
Director of Investments at WMS Wealth Management, LLC
Location
Seattle, Washington, United States
Who is Bill Swayne Iii? Overview
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Quick answer
Bill Swayne Iii is listed as Director of Investments at WMS Wealth Management, LLC at WMS Wealth Management, LLC, based in Seattle, Washington, United States. AeroLeads shows a work email signal at cuadvisoryservices.com and a matched LinkedIn profile for Bill Swayne Iii.
Bill Swayne Iii previously worked as Director of Investments at Wms Wealth Management, Llc and member at Reisa. Bill Swayne Iii holds Bs, Business Management from University Of Phoenix.
Company email context
Email format at WMS Wealth Management, LLC
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*@cuadvisoryservices.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bill Swayne Iii. Compare company email patterns before reaching out.
Profile bio
About Bill Swayne Iii
Bill Swayne Iii is a Director of Investments at WMS Wealth Management, LLC at WMS Wealth Management, LLC. He possess expertise in investments, retirement planning, asset management, real estate, mergers and 30 more skills.
Listed skills include Investments, Retirement Planning, Asset Management, Real Estate, and 31 others.
Current workplace
Bill Swayne Iii's current company
Company context helps verify the profile and gives searchers a useful next step.
Wms Wealth Management, Llc
10 roles · 25 years
Bill Swayne Iii work experience
A career timeline built from the work history available for this profile.
Member
Current
Reisa
2004 - Present
~22 yrs 4 mos
Representative
Current
Reisa
2004 - Present
~22 yrs 4 mos
Marketing
Cai Investments, Llc
May 2017 - Jan 2021
Registered Representative
Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. WMS Financial Planners, Inc. and IFG are not affiliated entities. OSJ Branch:12671 High Bluff Drive, Suite 200, San Diego, CA 92130One or more advisors at WMS Financial Planners, Inc. are registered.
Feb 2012 - Apr 2017
Tic Manager
Wms Financial Planners, Inc.
Dec 2002 - Feb 2012
Tic Manager
Wms Financial Planners, Inc.
2002 - Feb 2012
Representative
Pacific West Securities
2001 - Feb 2012
Director Of Advisory Services
Credit Union Advisory Services, Llc.
2008 - Sep 2011
Director Of Tic'S And Securitized Real Estate
Accredited Solution, Llc
2007 - Sep 2011
1 education record
Bill Swayne Iii education
FAQ
Frequently asked questions about Bill Swayne Iii
Quick answers generated from the profile data available on this page.
What company does Bill Swayne Iii work for?
Bill Swayne Iii works for WMS Wealth Management, LLC.
What is Bill Swayne Iii's role at WMS Wealth Management, LLC?
Bill Swayne Iii is listed as Director of Investments at WMS Wealth Management, LLC at WMS Wealth Management, LLC.
What is Bill Swayne Iii's email address?
AeroLeads has found 1 work email signal at @cuadvisoryservices.com for Bill Swayne Iii at WMS Wealth Management, LLC.
Where is Bill Swayne Iii based?
Bill Swayne Iii is based in Seattle, Washington, United States while working with WMS Wealth Management, LLC.
What companies has Bill Swayne Iii worked for?
Bill Swayne Iii has worked for Wms Wealth Management, Llc, Reisa, Cai Investments, Llc, Independent Financial Group Llc, and Wms Financial Planners, Inc..
How can I contact Bill Swayne Iii?
You can use AeroLeads to view verified contact signals for Bill Swayne Iii at WMS Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bill Swayne Iii attend?
Bill Swayne Iii holds Bs, Business Management from University Of Phoenix.
What skills is Bill Swayne Iii known for?
Bill Swayne Iii is listed with skills including Investments, Retirement Planning, Asset Management, Real Estate, Mergers, Alternative Investments, Loans, and Series 63.
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