The Taylor Group of Wells Fargo Advisors Joins Wells Fargo’s Manhattan Offices
A 19-person team led by young private wealth advisors has made a significant move from Morgan Stanley to Wells Fargo’s offices in Manhattan. The team, known as The Taylor Group of Wells Fargo Advisors, is comprised of advisors Cordia “James” Taylor, Marcus Briscoe, Roger McGlynn, Shane and Kyle Drumm, Cameron and Michaella Irvine, as well as Jamison and Hunter Embury. At Morgan Stanley, the team managed a substantial $5.94 billion in client assets.
Joining the advisors are 10 support staff members, and they will be based out of Wells Fargo’s GM building in Manhattan.
Experience and Background of The Taylor Group Advisors
Most of the advisors at The Taylor Group started their careers in the 2010s or 2020s, with all team members having less than 20 years of industry experience. Cordia “James” Taylor, the most experienced member, began his career in 2009 at Hennion & Walsh, later moving to Merrill in 2011 and then Morgan Stanley in 2020.
Other team members such as Shane and Kyle Drumm, Cameron and Michaella Irvine, Briscoe, McGlynn, and the Embury siblings also have a history of working at prominent financial institutions before making the transition to Wells Fargo.
Patrick Baumann, the New York City market leader for Wells Fargo Advisors, praised The Taylor Group, stating, “This is a highly driven team that operates with precision and purpose. They’re keen to take advantage of Wells Fargo’s full balance sheet, which gives them a clear runway to serve their clients holistically.”
Wells Fargo’s Attraction of Multibillion-Dollar AUM Teams
The Taylor Group is not the only multibillion-dollar AUM team that Wells Fargo has successfully attracted to its New York offices. Earlier this year, the bank announced the recruitment of The Weikes Slattery Group, a team with $3.1 billion in client assets under management and $17 million in annual revenue production, from JPMorgan.
Overall, Wells Fargo’s ability to draw such high-caliber teams highlights its position as a leading financial services provider in the industry.
