Wells Fargo is off to a strong recruiting month after picking up its third advisory team with more than $1 billion in AUM since the beginning of May.
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Bartoli Private Wealth Management Group joined Wells Fargo Advisors on Tuesday in Lemoyne, Pennsylvania. The eight-member team had previously managed $1.5 billion in client assets at Morgan Stanley.
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Bartoli Private Wealth is led by the brothers Stephen Bartoli, David Bartoli and Patrick Bartoli — all private wealth financial advisors — along with private wealth financial advisors Craig McLean and William Duval. Joining them at Wells Fargo are three support staff members.
The Bartoli brothers started their careers at Morgan Stanley: 1999 for Stephen, 2000 for David and 2013 for Patrick. McLean began at Lehman Brothers in 1983, moved to Smith Barney in 1993 and then Morgan Stanley in 2009. Duval started at Morgan Stanley in 2025.
Bartoli Private Wealth's move follows two other large recruiting deals for Wells Fargo this month. Wells has added The Taylor Group, a 19-person team that had managed roughly $6 billion at Morgan Stanley in New York, and AGT Private Wealth Group, a 14-person team that had managed roughly roughly $1.6 billion at UBS in Frisco, Texas.
