

The Taylor Group at Morgan Stanley

Our Mission Statement
Our Story and Services
- Named to Forbes 'Best-in-State Wealth Management Teams' 2024 - 2025: The Taylor Group
- Named to Forbes 'Best-in-State Wealth Advisors' in 2022, 2023, 2024
- Named to Forbes 'America's Top Next-Generation Wealth Advisors' 2020, 2021, 2022, 2023, 2024
- Named to Forbes 'Best-in-State Next Generation Wealth Advisors' 2019, 2020, 2021, 2022, 2023, 2024
- James Taylor ranked #8 and Shane Drumm ranked #39 in Top 40 under 40 in Financial Planning Magazine 2025
The Taylor Group is known as of one of the top teams in the country managing over $3.3 billion* in client assets. They work exclusively with Engineers, C-Suite Executives and Senior Management in publicly traded companies in Silicon Valley.
The team's founding member, James Taylor, has been ranked by Forbes 15 times. Most recently in 2024, he was ranked #4 in New York City on Forbes' Top Next-Gen Wealth Advisors Best-In-State list. Shane Drumm also made his second appearance on the list, coming in at #25 in New York City. The team was also ranked as a whole in Forbes' Best-In-State Wealth Management Teams list for 2024 and 2025.
Internally, James has been named to Morgan Stanley's Chairman's Club in 2025, which is an elite group of the top 1.5% of Morgan Stanley financial advisors in the country. In addition to demonstrating leadership through best practices of wealth management, this accolade recognizes James's consistent excellence in providing a wide range of investment products and wealth management services to clients. James Taylor ranked #8 and Shane Drumm ranked #39 in Top 40 under 40 in Financial Planning Magazine 2025.
The team has been coveted for their elite service model of comprehensive quarterly reviews, monthly financial planning calls, and weekly commentary around the financial markets. James states, "our team purposefully limits our number of clients so that we can provide the attentive and detailed service that significant wealth demands and deserves. We have the privilege of advising C Suite Executives, Engineers, and Senior Management at publicly traded companies in virtually all areas of financial strategy, including concentrated stock management, asset and liability management, trust and estate planning strategies, retirement planning services, and access to cash management and lending solutions."
*as of Dec 2024
Disclaimers:
2024 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes America's Top Next-Gen Wealth Advisors & Forbes Top Next-Gen Wealth Advisors Best-in-State
2020 - 2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2020 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes America's Top Next-Gen Wealth Advisors & Forbes Top Next-Gen Wealth Advisors Best-in-State
2019 -2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019 -2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes Best-In- State Wealth Advisors
2022 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
- Owning equity in the company you work for makes you more than an employee, it makes you a shareholder. Our clients understand that decisions they make around company stock and options are some of the most consequential they'll face in their financial life. We are part of a small group of Morgan Stanley advisors that have earned the designation of Workplace Advisor - Equity Compensation. Our team has trained for and experienced these complex issues and are equipped with the tools and resources necessary to construct a robust equity compensation strategy.
- Retirement PlanningFootnote1
- Alternative InvestmentsFootnote2
- 401(k) Rollovers
- Trust ServicesFootnote3
- Business PlanningFootnote4
- Wealth ManagementFootnote5
- Wealth PlanningFootnote6
- UGMA/UTMAFootnote7
- Trust AccountsFootnote8
- Stock Plan ServicesFootnote9
- Stock Option PlansFootnote10
- Professional Portfolio ManagementFootnote11
- Planning for Education FundingFootnote12
- Philanthropic ManagementFootnote13
- Long Term Care InsuranceFootnote14
- Life InsuranceFootnote15
- Cash Management and Lending ProductsFootnote16
- Financial PlanningFootnote17
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm's most affluent clients, including some of the world's most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley's substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM
- Comprising 25% of the Barron's Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
- Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client's experience. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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Meet The Taylor Group
About C. James Taylor
In November 2020, James moved his team to Morgan Stanley after seeing the competitive advantage given his team’s clientele. The Taylor Group works with Senior Executives at publicly traded companies and specializes in tax-efficient strategies around executive compensation. The team also assists in advising clients around trust and estate planning strategies, legacy formation and transfer, education planning, and providing various lending and liquidity options.
James was recognized as the youngest and first African American Chair-Elect in Merrill’s history while serving on The Advisory Council to Management (ACTM) and frequently delivering keynote speeches across the country. Given all of James’ accomplishments, he has been acknowledged industry-wide as a top practitioner by Forbes for 14 consecutive years. Most recently, in 2024, James was named to the Forbes' Top Next-Gen Wealth Advisors Best-In-State list, ranking #4 in New York City and #32 nationwide. Additionally, he was included on the Forbes Best-In-State Advisors list in 2024 and was named to Morgan Stanley’s prestigious Chairman's Club in 2025, which is an elite group of Morgan Stanley financial advisors in the country. James was also recognized by Forbes as one of 'America's Top Next-Generation Wealth Advisors' in 2020 - 2024.
Outside of Morgan Stanley, James serves on the New York Board of UNICEF as well as the Board of Trustees at Marist College. He is an advocate for charitable causes around the country including St. Jude Children's Research Hospital, Fight ALS Now, and Autism Speaks. James is an avid golfer, skier, and a member of The Economic Club of New York.
Disclaimers:
Forbes America's Top Next-Gen Wealth Advisors & Forbes Top Next-Gen Wealth Advisors Best-in-State
2020 - 2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2020 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes America's Top Next-Gen Wealth Advisors & Forbes Top Next-Gen Wealth Advisors Best-in-State
2019 -2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019 -2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes Best-In- State Wealth Advisors
2022 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 827304
About Shane Drumm
Born in Suffern, NY but raised in Red Bank, NJ Shane currently resides in Chelsea, NYC with his wife Lana. Shane graduated from the University of Alabama with a Bachelor’s Degree in Finance and minor in Economics. In his free time, Shane enjoys traveling and rooting on the Tide.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC for the period 3/31/23 - 3/31/24.
Forbes America’s Top Next-Gen Wealth Advisors & Top 2023 Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
NMLS#: 1673358
About Reed Webster, CFA®
Reed focuses on customized asset allocation issues and managing assets under a tax sensitive, equity, fixed income framework called Portfolio Management, which offers a personalized approach to asset management. Reed utilizes Morgan Stanley’s research universe as well as outside research sources such as Morningstar Research to manage a large cap equity portfolio.
Reed received his M.B.A. from Northwestern’s J.L. Kellogg Graduate School of Management in 1991 and A.B. from Dartmouth College in 1983. Reed earned the Chartered Financial Analyst (CFA®) accreditation in 1998. Reed is an avid racquet sports and fly-fishing enthusiast. Reed is actively involved in several charities and is a Board member of the following organizations: The MetroSquash Center of Chicago, The Atlantic Salmon Federation, and The Friends of Dartmouth Squash. Reed lives in Lake Forest, IL and Delray Beach, FL.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
About Marcus Briscoe
While at Columbia, he was a member of the Varsity Football Team and brother of Kappa Alpha Psi Fraternity, Inc. Outside of work, Marcus is interested in all things art and fashion, and is an avid fitness and cooking enthusiast.
CA Insurance License #: 1788625
About Michaella Irvine
She graduated with a BA in Economics and Geography from Bucknell University. At Bucknell, she competed on the Cross Country and Track & Field teams, and now enjoys running in her free time.
About Cameron Irvine, CFP®
Cameron graduated from Elon University with a major in Finance and minor in Economics. Originally from Rumson, New Jersey, Cameron currently resides in Tribeca, NY. Cameron is passionate about financial education and actively volunteers for Invest In Girls, a non-profit organization with the 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.
About Jamison Embury, MBA
Jamison graduated Summa Cum Laude from Marist College at the top of his class, receiving his Master of Business Administration with a concentration in Financial Management. From Westchester, NY, Jamison enjoys spending time with family and friends, as well as volunteering his free time coaching lacrosse.
About Samantha Lynch, CFA®*
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.
*This role cannot solicit or provide investment advice
About Roger McGlynn
About Paul Santavicca, MBA
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. He graduated from Marist College with a BA in Mathematics and an MA in Psychology.
About Julia Dinota, CRPC®*
Julia is from Westchester, NY and graduated from Quinnipiac University with a BS in Business Management and minor in Computer Information Systems. In her free time, Julia enjoys being outdoors, and spending time with family and friends.
*This role cannot solicit or provide investment advice
About Hunter Embury, MBA
Hunter graduated Summa Cum Laude and at the top of his class at 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 Jamison. Hunter is originally from Westchester, NY, and enjoys listening to music and spending time with friends and family outside of the office.
About Kyle J. Drumm
Kyle graduated from the University of Alabama with a major in Finance and a minor in Economics. Originally from Monmouth County, New Jersey, he currently resides in Manhattan. Outside of the office, Kyle enjoys golfing and spending time with family and friends.
About Henry Saleeby
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.
About Aidan Kelly, MBA
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.
About Isabella Tonuzi
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.
About Christina Livaccari
Christina graduated from the University of Miami with a B.A. in Psychology and Business. Originally from New Rochelle, New York, she enjoys being outdoors, playing soccer, and spending time with family and friends.

Contact C. James Taylor

Contact Shane Drumm
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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