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Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

The Taylor Group moves from Morgan Stanley to Wells Fargo Advisors with $5.9B in assets

New York, NY

The Taylor Group team page →

From · Wirehouses, Banks & BDs Morgan Stanley traditional channel To · Wirehouses, Banks & BDs Wells Fargo Advisors traditional channel

Summary

The Taylor Group and led by C. James Taylor, moved from Morgan Stanley to Wells Fargo Advisors in New York, managing $5.94 billion in assets with a 19-person team.

Sources

1
AdvisorHub $6B Morgan Stanley Team Jumps to Wells Fargo Advisors in NYC · May 1, 2026

More arrivals at Wells Fargo Advisors

Full profile →
Eric Smith Morgan Stanley · October 20, 2026 $400M Halloran Dooley Investment Group Santander Securities · October 15, 2026 $400M Lester Ernest Truist Wealth · October 15, 2026 $200M Mark Southwell Raymond James & Associates · October 15, 2026 $300M Strong Wealth Management Group UBS · October 6, 2026 $410M