Dwayne Taylor

Trust. Accountability. Performance.

These three principles have guided my approach to wealth management throughout my career and remain the foundation of every client relationship.

For more than 30 years, I have helped affluent individuals, families, business owners, executives, and professionals navigate the complexities of wealth management. By working with a select group of clients, my team and I are able to provide the personalized attention, responsiveness, and sophisticated planning strategies often associated with a family office experience.

I believe successful wealth management begins with understanding what matters most to each client. Through thoughtful conversations and ongoing collaboration, I help clients develop customized strategies designed to address their unique goals, priorities, and evolving financial needs. Whether planning for retirement, managing concentrated wealth, mitigating risk, or preparing a legacy for future generations, my focus is always on delivering advice that is both objective and tailored.

Prior to joining Wells Fargo Advisors in 2015, I held senior advisory roles at several leading financial institutions, including UBS and Morgan Stanley. These experiences have provided me with extensive knowledge of domestic and international markets, as well as the ability to help clients navigate a wide range of market environments.

I earned a Bachelor of Business Administration in Finance and Investments from Bernard Baruch College (CUNY) and maintain licenses in life, health, accident, and annuity insurance.

Outside of the office, I am passionate about mentoring young people and promoting the values of teamwork, leadership, and self-confidence. I also support a number of charitable organizations and enjoy sports, motorcycling, and the outdoors. I reside in Nassau County, New York, with my wife and our two daughters.