A Morgan Stanley advisor who managed more than $75 million in client assets left the wirehouse to join the independent advisory channel at Raymond James, firm said.
James Maxwell, a 30-year industry veteran, generated $1 million in production during his time at Morgan, Raymond James said. Maxwell along with Kaitlyn Rath, a registered account executive, is making the move to independence operating as Maxwell Wealth Strategies of Pleasanton, Calif.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access