Wells Fargo lands $6B team from Morgan Stanley

A 19-person team led by young private wealth advisors has jumped from Morgan Stanley to Wells Fargo’s offices in Manhattan.

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The Taylor Group of Wells Fargo Advisors is led by the advisors Cordia “James” Taylor, Marcus Briscoe and Roger McGlynn, as well as the sibling pairs of Shane and Kyle Drumm, Cameron and Michaella Irvine, and Jamison and Hunter Embury. The team had previously managed $5.94 billion in client assets at Morgan Stanley.

Joining the advisors are 10 support staff members. The team will work out of Wells Fargo’s GM building in Manhattan.

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Most advisors at The Taylor Group started their careers in the 2010s or 2020s

All the advisors on the team have been in the industry for less than 20 years. The member with the most experience, Taylor, started in 2009 at Hennion & Walsh, moved to Merrill in 2011 and then Morgan Stanley in 2020.

Shane Drumm started at Merrill in 2017 and moved to Morgan Stanley in 2020. His brother, Kyle, started at Merrill in 2022.

Michaella Irvine started at Merrill in 2018 and moved to Morgan Stanley in 2020. Her sister, Cameron, started at Morgan Stanley in 2021.

Briscoe started at JPMorgan in 2018, moved to Merrill in 2019 and then to Morgan Stanley in 2020. McGlynn had an initial stint at Morgan Stanley starting in 2013, moved to Merrill in 20167 and went back to Morgan Stanley in 2020. Jamison and Hunter Embury both started at Morgan Stanley in 2023.

“This is a highly driven team that operates with precision and purpose,” Patrick Baumann, New York City market leader for Wells Fargo Advisors, said in a statement. “They’re keen to take advantage of Wells Fargo’s full balance sheet, which gives them a clear runway to serve their clients holistically.”

The Taylor Group is not the only multibillion-dollar AUM team Wells Fargo has drawn to its New York offices this year. In February, it announced it had recruited The Weikes Slattery Group, a team with $3.1 billion in client assets under management and $17 million in annual revenue production, from JPMorgan.