Advisor Moves · Wells Fargo · Recruiting
Wells Fargo Lands $1.7 Billion RBC Team as Recruiting Momentum Continues
Wells Fargo Advisors recruited The Sheresky Samsen Group from RBC Capital Markets, a Greenwich, Connecticut team overseeing more than $1.7 billion in client assets, extending one of 2026's strongest recruiting runs.
By Advisor News Network
July 8, 2026
4 min
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Wells Fargo Advisors continues to build on what has become one of the industry's strongest recruiting stories of 2026 with another splashy billion-dollar hire.
The firm this week recruited The Sheresky Samsen Group from RBC Capital Markets and has onboarded Managing Directors Steven Sheresky, Jeffrey Sheresky and Jeffrey Samsen, along with Senior Vice President Kenneth Sheresky.
The advisors, who are now based in Greenwich, Connecticut, oversee more than $1.7 billion in client assets and are joined by senior registered client associates Jeannine Barlotta and Stanley Weeks. They report to Anthony Arico, Wells Fargo Advisors' Metro North Market Leader.
The move is another notable recruiting victory for Wells, which has quietly re-emerged as one of the industry's most active destinations for established advisor teams. After spending years focused largely on stabilizing its advisor force following the company's broader corporate challenges, Wells has shifted back onto the offensive.
A Broad Recruiting Run
Including the firm's FiNet independent channel, Wells has notched several recent wins with recruits coming from a broad spectrum of firms across the industry:
- James Taylor and Shane Drumm, who managed roughly $6 billion in assets and generated $19M in revenue, joined Wells' Private Client Group in New York.
- Bartoli Private Wealth Management Group, which had managed $1.5 billion and generated $9 million in revenue at Morgan Stanley in Lemoyne, Pennsylvania.
- Jay D. Arbetter, Jason E. Taraszki, Rusti D. Rogger and Henry W. Jordan, who had $1.6 billion in assets and almost $11 million in revenue and joined from UBS in Frisco, Texas.
Wells is offering one of the most competitive deals on the street and had sparked the recruiting war that prompted UBS to reset offers with 550%, 16-year deals. Wells has also benefited from renewed investments in technology, banking capabilities and lending solutions, areas executives increasingly cite as differentiators when competing for experienced advisors serving affluent clients.
It's also the only one of the four wirehouses to offer a path to independence, and eventually RIA ownership, in-house.
Four Decades Across Wall Street's Biggest Firms
For The Sheresky Samsen Group, the latest move represents another chapter in a career that has spanned four decades and several of Wall Street's biggest firms.
The team began its wealth management career at Bear Stearns in the mid-1980s, remaining through J.P. Morgan's acquisition of the firm following the financial crisis. They later joined Morgan Stanley in 2013 before moving to RBC Wealth Management in 2020.
When RBC recruited the team in 2020, it said the advisors managed approximately $650 million in client assets. Earlier, when they left Morgan Stanley in 2013, the team had overseen roughly $290 million, illustrating the significant growth of the practice over the past decade.
TagsWells FargoRBCSheresky Samsen GroupRecruitingGreenwichFiNet
