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.

Website: https://trustadvisorygroup.com/

Too Many Financial Advisers 'Die with Their Boots On'
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Financial Planning

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