Wells Fargo hires 19-person Taylor Group with $5.94B

Wells Fargo has hired The Taylor Group, a 19-person advisory team from Morgan Stanley that managed $5.94 billion in client assets. The advisers and 10 support staff will work from Wells Fargo Advisors’ office in the GM Building in Manhattan. The group is led by Cordia “James” Taylor, Marcus Briscoe and Roger McGlynn and includes sibling pairs Shane and Kyle Drumm, Cameron and Michaella Irvine, and Jamison and Hunter Embury.

Most members of The Taylor Group began their careers in the 2010s or 2020s and have under 20 years of industry experience. Taylor entered the business in 2009 at Hennion & Walsh, moved to Merrill in 2011 and joined Morgan Stanley in 2020. Shane Drumm began at Merrill in 2017 and moved to Morgan Stanley in 2020; his brother Kyle started at Merrill in 2022. Michaella Irvine began at Merrill in 2018 and moved to Morgan Stanley in 2020; her sister Cameron joined Morgan Stanley in 2021. Marcus Briscoe began at JPMorgan in 2018, moved to Merrill in 2019 and then to Morgan Stanley in 2020. Roger McGlynn first joined Morgan Stanley in 2013, spent time at Merrill and returned to Morgan Stanley in 2020. Jamison and Hunter Embury both started at Morgan Stanley in 2023.

Patrick Baumann, New York City market leader for Wells Fargo Advisors, described the group as “a highly driven team that operates with precision and purpose.” He added the advisers are “keen to take advantage of Wells Fargo’s full balance sheet, which gives them a clear runway to serve their clients holistically.”

The hiring follows other recruiting activity in New York this year. In February, Wells Fargo announced it had recruited The Weikes Slattery Group from JPMorgan, a team that managed $3.1 billion in client assets and produced about $17 million in annual revenue.

The Taylor Group will work within Wells Fargo Advisors’ private wealth infrastructure and will have access to the firm’s broader balance sheet and product set to serve private wealth clients.