William McCanney, MBA, CFP®, RICP®

Financial Advisor, Financial Planning Associate

Mr. McCanney started his career in 2016 at an investment bank specializing in mergers and acquisitions. He transitioned into financial advising by assisting a wealth advisory firm located near Philadelphia, PA.

William joined Morgia Wealth Management in 2022 to help individuals, business owners, and philanthropic groups determine their financial goals, offer investment advice, and implement personalized solutions.

He assists with comprehensive financial plans for individuals to help determine retirement savings needs, build long-term financial goals, and develop retirement spending strategies.

William earned his MBA with a concentration in finance from the University of Pittsburgh. He has his Bachelor of Science in Biochemistry and Molecular Biology from Gettysburg College. He has obtained his CFP® and RICP® designations. He is Series 7, 65, and 63 licensed and holds a Life, Accident & Health Insurance license.

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Logo for wealth management firm, Morgia Wealth Management
151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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