By Kenneth Corbin
Wells Fargo Advisors has recruited an eight-person Pennsylvania advisory team from Morgan Stanley, where they oversaw nearly $1.5 billion in assets. The Bartoli Private Wealth Management Group, based in Lemoyne, Pa., joined Wells Fargo on Tuesday.
The advisors in the practice are brothers Stephen, David, and Patrick Bartoli, as well as Craig McLean and William Duval. The team also includes support staffers Leigh Beshaw, Kristen Rodriguez, and Andrea Taylor.
Morgan Stanley declined to comment on the departure.
The Bartoli team is the third practice managing more than $1 billion that Wells Fargo has brought on board this month. Last Friday, the bank's brokerage unit added the $6 billion Taylor Group in New York City and AGT Private Wealth Group, a $1.6 billion practice in Frisco, Texas.
Ken Terranova, the market leader for the greater Pennsylvania division of Wells Fargo Advisors, says the Bartoli team will be "empowered to collaborate closely with specialized teams across the firm." Wells Fargo will provide "hands-on support and strong local resources to deliver a truly high-touch experience," he says in a statement.
Prior to the move, the Bartoli brothers had spent their entire careers with Morgan Stanley, which Stephen joined in 1999, David in 2000, and Patrick in 2013, according to regulatory records.
McLean is a 43-year industry veteran who first registered with Lehman Brothers in 1983 before moving to Citigroup in 1993 and Morgan Stanley in 2009. Duval is a relative newcomer to the industry, having joined Morgan Stanley just last year. All five brokers are dually registered as investment advisors.
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
May 07, 2026 12:25 ET (16:25 GMT)
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