Updated
Updated · Barron's · May 1
Wells Fargo hires Taylor Group from Morgan Stanley
Updated
Updated · Barron's · May 1

Wells Fargo hires Taylor Group from Morgan Stanley

8 articles · Updated · Barron's · May 1
  • The New York team managed $5.94 billion in client assets and includes James Taylor, ranked No. 146 on Barron’s 2025 private wealth teams list.
  • The group, which serves Silicon Valley engineers and executives, has moved to Wells Fargo Advisors’ GM Building branch in Manhattan with 10 support staff.
  • The hire adds to Wells Fargo’s recruiting push after it brought in the Weikes Slattery Group from JPMorgan in February, a team overseeing $3.1 billion.
What is luring Wall Street's top billion-dollar advisor teams to Wells Fargo?
Can human advisors still justify their value as AI targets their elite clients?