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.

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