William H. McCance
President and CEO, Trust Advisory Group

With over 30 years of experience, William H. McCance serves as the Chairman and President of TAG Group Inc., a diversified financial services company owning a broker dealer, a Registered Investment Adviser and an insurance GA. He started his career on the floor of the New York Stock Exchange and has held a variety of positions from specialist clerk to CEO of an independent broker dealer. He has worked for large Fortune 500 wirehouses (Drexel Burnham Lambert, Smith Barney), a large pension consulting firm (Clifford Russell an affiliate of the Frank Russell Company), a captive insurance company with over 5,000 reps (AXA/Equitable), a wholesale insurance company (Hartford Life), an independent broker dealer (Advisory Group Equity Services, Ltd) and his own financial services firm.


Too Many Financial Advisers 'Die with Their Boots On'

Too Many Financial Advisers 'Die with Their Boots On'

Does your financial adviser have a succession plan in place? Many don't, and that’s bad news for their clients. Here's what investors should do to pro…
April 29, 2020