James Taylor leads The Taylor Group of Wells Fargo Advisors, a premier wealth management team, headquartered on Park Avenue and managing more than $5.7 billion* for ultra-high-net-worth executives in Silicon Valley and beyond.

Recognized by Forbes in 2025 as the #1 Next-Gen Advisor in New York City, James is known for his command of tax planning, estate structuring, charitable strategies, and concentrated stock management for leaders in the global technology sector.

James works with executives at companies including Nvidia, AMD, Alphabet, Meta, Microsoft, Tesla, and leading AI firms. His strategies integrate cutting-edge planning techniques that include:

• Concentrated stock diversification
• Tax-efficient liquidation strategies
• 10b5-1 management
• SLATs, GRATs, IDGTs, ILITs
• CRUTs and charitable estate planning
• Donor-advised fund integration
• Family governance and multigenerational planning
• Executive liquidity event preparation

James created the 'Live More, Worry Less' framework to help families achieve financial clarity, structure, and confidence through disciplined planning.

He serves on the UNICEF New York Board, sits on the Board of Trustees at Marist College, and founded The Taylor Foundation, which supports global humanitarian initiatives and local community impact.

James is an avid golfer, skier, and a member of The Economic Club of New York.

Wells Fargo Advisors does not provide legal or tax advice.

*as of April, 2026

Awards received:

• Forbes Top Next-Gen Wealth Advisors Best-In-State – 2020 – 2025
• Forbes America’s Top Next-Gen Wealth Advisors – 2020 - 2025

<sup>2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View full disclosure

2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. View full disclosure</sup>

Shane is a Managing Director of The Taylor Group of Wells Fargo Advisors, headquartered in Manhattan, New York. While the team is known for serving high-net-worth families through wealth management, tax minimization strategies, and estate planning strategies, Shane focuses on guiding senior executives of publicly traded companies navigate their tangled compensation in a tax-efficient manner.

Shane has been ranked in the Forbes 'Best-In-State Top Next Generation Wealth Advisors List'2 from 2023 - 2025, most recently claiming #5 in NYC in 2025. He has also been named to the Forbes ‘Best-In-State Wealth Advisors List’1 in 2025 and 2026, and was named to Financial Times’  ‘Top 40 Under 40’ list.

Originally from Suffern, New York, but raised in Red Bank, New Jersey. Shane attended Red Bank Catholic High School and graduated from the University of Alabama with a bachelor’s degree in finance and minored in Economics. Currently residing in Rumson NJ with his wife Lana and daughter Georgia, Shane enjoys traveling and rooting on the Tide in his free time.

Wells Fargo Advisors does not provide legal or tax advice.

<sup>22026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View full disclosure

12025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View full disclosure</sup> 

Marcus is a Senior Vice President for The Taylor Group of Wells Fargo Advisors. Through holistic, goals-based planning, he aims to add value to his clients’ lives by helping them reach their financial goals and striving to ensure their lasting, multi-generational legacy. Marcus is originally from Southern California, but currently resides in the South Bronx. He graduated from Columbia University with a Bachelor of Arts in Political Science and Business Management. During his time as an undergraduate, he played on the varsity football team and was a brother of Kappa Alpha Psi Fraternity, Inc.  

Marcus began his career in the Financial Services Industry at Merrill Lynch, where he quickly demonstrated his skills as a First Quintile Advisor in the Financial Advisor Development Program (FADP). In 2025, he was named to the Forbes 'Top Next-Gen Wealth Advisors Best-In-State' List.

Outside of work, Marcus is interested in all things art and fashion, and is an avid fitness and cooking enthusiast.

^{2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View full disclosure}

Michaella is a Senior Vice President with a focus on relationship management for The Taylor Group of Wells Fargo Advisors. Michaella joined our team in 2016 and quickly became part of The Planning Committee. A fast riser, Michaella achieved top-quintile performance in the country during her financial advisor training. She was also ranked in the Forbes 'Top Next-Gen Wealth Advisors Best-In-State' List in 2025.

Michaella is originally from Rumson, NJ and currently resides there with her husband Brian. She graduated with a BA in Economics and Geography from Bucknell University, where she competed in cross country and track & field.

She still enjoys running in her free time.

^{2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure}

             

Cameron is a Senior Vice President for The Taylor Group of Wells Fargo Advisors. With her CERTIFIED FINANCIAL PLANNER^® designation, Cameron is committed to helping her clients achieve their financial goals by using a customized approach, tailored to the distinct needs of each.

Cameron provides her clients with quality service by devoting her focus to investment planning, estate planning strategies, education planning and overall wealth management. Cameron was also ranked in the Forbes 'Top Next-Gen Wealth Advisors Best-In-State' List in 2025.Cameron graduated from Elon University with a major in Finance and minor in Economics.

Originally from Rumson, New Jersey, she currently resides in Tribeca, NY. Cameron is passionate about financial education and actively volunteers for Invest In Girls, a non-profit organization on a mission to create a generation of financially literate young women. Additionally, she is a member of the New York Athletic Club, where she enjoys networking with fellow professionals, and staying active through the club’s various athletic and social offerings.

^{2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure}

Jamison is a Senior Vice President for the Taylor Group of Wells Fargo Advisors, where he commits to helping clients achieve their financial goals by utilizing a customized and tailored approach for each. Jamison considers the full balance sheet and integrates estate planning strategies, tax-efficient investment planning, and education planning to help make each goal more achievable.

Jamison graduated Summa Cum Laude from Marist College, receiving his Master of Business Administration with a concentration in Financial Management. From Westchester, NY, he enjoys spending time with family and friends, as well as volunteering his free time by coaching lacrosse.

Wells Fargo Advisors does not provide legal or tax advice.

Roger is a First Vice President at The Taylor Group of Wells Fargo Advisors who began his career as a wealth manager after graduating from Union College with a Bachelor of Arts in Economics.

Committed to helping clients achieve their financial goals, his approach is one of collaboration. Through ongoing communication and drawing upon the resources of Wells Fargo Advisors, Roger works to bring customized solutions to help meet the distinct needs of his high-net-worth clients.

Roger currently resides in Manhattan and is an avid Chelsea FC supporter.

Hunter is an Assistant Vice President for The Taylor Group of Wells Fargo Advisors. Hunter is dedicated to helping clients achieve multi-generational goals by forging relationships that last just as long. Hunter focuses on overall wealth management with a holistic philosophy which includes tax-efficient investment planning, education planning, cashflow considerations, and estate planning strategies.

Hunter graduated Summa Cum Laude from Marist College, receiving his Master of Business Administration with a concentration in Financial Management. At Marist, he was a captain of the men’s lacrosse team along with his twin brother (and co-worker), Jamison.

Hunter is originally from Westchester, NY, and enjoys listening to music and spending time with friends and family outside of the office.

Wells Fargo Advisors does not provide legal or tax advice.

Kyle is an Assistant Vice President for The Taylor Group of Wells Fargo Advisors. With a comprehensive approach to financial services, he focuses on tax-efficient investment planning, estate planning strategies, and comprehensive fiscal health to well-equip his clients at each step of their financial journeys. His commitment to creating and explaining personalized strategies aim to establish a solid foundation for his clients and their heirs through empowered decision making.

Kyle graduated from the University of Alabama with a major in Finance and a minor in Economics. Originally from Monmouth County, New Jersey, he lives in Manhattan. Outside of the office, Kyle enjoys hitting the links and spending time with his family and friends.

Wells Fargo Advisors does not provide legal or tax advice.

Paul Santavicca brings a robust background in mathematics to his role as Client Performance Analyst at our wealth management team. With a keen analytical mind honed through his academic studies, he oversees critical operational strategies to help optimize client outcomes and streamline internal processes.

Beyond his professional endeavors, Paul leads a fulfilling life enriched by his passions outside of work. An avid coach and former division one lacrosse player, he devotes his time to mentoring young athletes in football and lacrosse imparting leadership and teamwork skills that extend beyond the playing field. Alongside his wife, Paul explores the world through dining and travel embracing new cultures and creating lasting memories.

Paul was born and raised in Yorktown, New York and now resides in Manhattan with his wife Roseann. He graduated from Marist College with a BA in Mathematics and an MA in Psychology.

Samantha is a Client Performance Analyst for The Taylor Group of Wells Fargo Advisors. Samantha is committed to helping her clients achieve their financial goals by using a customized approach, specifically tailored to each of her client's needs.

Originally from Massapequa, NY, Samantha currently resides on the Upper West Side. She graduated cum laude from Marist College where she double majored in Mathematics and Business Administration with a concentration in Finance. Samantha earned her CFA charter in September 2023. She passed all three exams on her first attempt. She comes from a consulting background, where she conducted financial and market analysis, performed due diligence on investment opportunities, and provided litigation support for legal and financial disputes.

Samantha focuses on gathering and interpreting data from SEC filings, earnings reports, industry publications, and market trends to evaluate companies, assess risks, and prepare research reports.

She enjoys reading, being outdoors, and spending time with family, friends, and her dog.

Alan is a Client Performance Analyst and CERTIFIED FINANCIAL PLANNER^® for The Taylor Group of Wells Fargo Advisors. Alan is dedicated to helping clients achieve their financial goals through a personalized, strategic approach tailored to each individual's needs. Leveraging the advanced planning resources of Wells Fargo Advisors, Alan provides guidance across a spectrum of wealth management needs, including investment strategy, tax efficiency, retirement planning, cash flow optimization, education funding, risk management, and estate planning strategies. Alan's holistic approach allows clients to assess a range of strategies and confidently select the path best aligned with their long term goals.

Alan was born and raised in Brooklyn, NY, where he currently resides. He earned his undergraduate degree from the University of Buffalo, where he majored in Business Administration with a concentration in finance. Committed to education, he undertook the rigorous coursework required to become a CERTIFIED FINANCIAL PLANNER^® in 2025 - an elite industry designation that equips him with the knowledge and skillset to help his clients across a wide array of wealth management needs. Outside of work, Alan enjoys spending time with his family, traveling, and staying active with various sports including baseball, golf, and pickleball.

Wells Fargo Advisors does not provide legal or tax advice.

Tayte is a Client Performance Analyst on The Taylor Group of Wells Fargo Advisors, where she focuses on developing and implementing comprehensive wealth plans tailored to each client’s goals. In her role, she works across a full spectrum of wealth management needs, including investment strategy, portfolio construction, estate planning strategy, philanthropic giving, and education funding. As part of her day-to-day responsibilities, Tayte is actively involved in portfolio management, trading, monitoring market conditions, and helping position client portfolios in line with their investment strategy.

Prior to joining The Taylor Group of Wells Fargo Advisors, Tayte held multiple roles at Morgan Stanley and UBS across various wealth management teams, where she gained broad experience supporting high-net-worth clients and advising on their financial needs. Tayte passed the CERTIFIED FINANCIAL PLANNER^® exam in March 2025 and is currently completing the experience requirement.

 Tayte is originally from Rumson, New Jersey, and now resides in Tribeca, New York. She graduated summa cum laude from Auburn University, where she majored in Finance and minored in International Business. Outside of work, Tayte enjoys trying new restaurants, traveling, and running. She recently completed her first marathon in New York City and will be running both the Berlin and New York City Marathon this year. Tayte also volunteers with Invest in Girls, an organization dedicated to expanding financial literacy and education for students.

Wells Fargo Advisors does not provide legal or tax advice.

Henry is a Senior Registered Client Associate for The Taylor Group of Wells Fargo Advisors and joined the team in 2024. With three years of experience in the field, Henry provides catered investment management and wealth planning for clients along with seamless assistance regarding any client needs.

Henry graduated from Union College with a Bachelor of Arts in Economics while also being a member of the Varsity football team. Henry is originally from Greenwich, CT and enjoys being outdoors and spending time with family and friends outside of the office.

Aidan is a Senior Registered Client Associate for The Taylor Group of Wells Fargo Advisors. Aidan serves as a main point of contact for clients. He is committed to helping clients with each of their needs and ensuring quality service. Aidan focuses on providing a seamless process for all clients with administrative and operational support.

Aidan graduated from Quinnipiac University with an MBA and an undergraduate degree in Finance. Originally from New Jersey, he is an avid runner and enjoys spending time with family and friends.

Isabella is a Senior Client Associate for the Taylor Group of Wells Fargo Advisors. As the regular point of contact, Isabella strives to give clients excellent service and help ensure they have a great experience overall. She uses her keen attention to detail to support clients by providing administrative and operational support.

Isabella graduated from Marist College with a BS in Business Management and Entrepreneurship while competing for their Division 1 tennis team. She is originally from northern NJ, and in her free time enjoys outdoor activities, traveling, and spending time with friends and family.