Page 34 - Demo

C. JAMES TAYLORNAMED TO FORBES AS A TOP ADVISOR 11 TIMESIf true success is hard-fought and attained through diligence, hard work, rugged determination, and a devotion to doing right by your clients, then James Taylor is the epitome of success. As an Executive Director and Senior Portfolio Management Director at Morgan Stanley, James has cultivated his talent for seeing the bigger picture, his financial acumen, and his unwavering commitment to service, and has created a thriving, purpose-driven team behind the Taylor Group at Morgan Stanley that takes a holistic approach to wealth management. MOST Magazine had the distinct pleasure of interviewing James and finding out what sets the Taylor Group apart with their elite service model, how James is truly living in accordance with his purpose, and why focusing on client satisfaction is the core of James%u2019 success. Trial and error often result in magic, and so does knowing when to pivot and how to embrace a more 360-degree approach. James figured all of that out early on, resulting in his journey that led to where he is today as one of the top teams on Wall Street managing north of $2 billion in assets. As one of ten kids in his family, growing up in a small town north of Manhattan, James learned the values of leadership and hard work, and soon realized he was comfortable around both numbers and people. The natural path was a career in finance, which he started at the young age of twenty-two, just out of school. That also happened to be right at the height of the Financial Crisis, which James says, %u201c helped shape my thinking around principal preservation strategies.%u201d Ever humble, James tells us that, %u201cFor me, the greatest accomplishments of my career have been a result of my loyal team, and amazing clients. Nothing that we have been able to achieve would have been possible without the trust and confidence that they have in us.%u201d That attitude is exactly why he has been able to achieve success, and in 2022, James was recognized as a %u2018Forbes Best-In-State Advisor%u2019 and was also named to the firm%u2019s prestigious Century Club, an elite group composed of the Firm%u2019s top Financial Advisors. %u201cSUCCESS IS HAVING AN IMPACT ON PEOPLE%u2019S LIVES, WHETHER THAT%u2019S COLLEAGUES, CLIENTS, FAMILY, FRIENDS%u2013 THAT IS MY PURPOSE.%u201d%u2022 Ranked in Forbes 11 consecutive times %u2022 Named to the Forbes %u2018Best-in-State Wealth Management Teams%u2019 list in 2024- The Taylor Group%u2022 Named to the Forbes top 100 in %u2018America%u2019s Top Next Generation Wealth Advisors%u2019 list in 2023%u2022 Ranked #10 in Forbes %u2018Best-in-State Next Generation Wealth Advisors%u2019 list in 2023%u2022 Named to Forbes %u2018Best-in-State Advisors%u2019 in 2022, 2023, 2024%u2022 Ranked #24 in Forbes %u2018Best-in-State Next Generation Wealth Advisors%u2019 list in 2022%u2022 Named to Forbes %u2018America%u2019s Top Next-Generation Wealth Advisors%u2019 list in 2020,2021%u2022 Named a %u2018Rising Star%u2019 for Diversity & Inclusion in Investment News Magazine in 2020%u2022 Named to Forbes %u2018Best-in-State Next Generation Wealth Advisors%u2019 list in 2019. 202034 MOST MAGAZINE - ISSUE 45