About Us
Carl Scott
Branch Manager
President, AWA
Registered Investment Advisor Representative, RJFS
Carl W. Scott, Sr., is a graduate of Roosevelt University in Chicago, Illinois, where he earned a Bachelor of Science degree in business administration. Carl has more than 30 years of experience in financial services. He began his career with financial management positions in accounting and corporate planning and analysis with General Electric Company and Allied Van Lines. His financial management expertise was broadened as comptroller of Highland Community Bank, also in the Chicago area. In 1980 Carl returned home to Houston as controller of Gulf Coast Cable Television, later acquired by Warner Cable. For the last 21 years Carl has worked in the personal financial services industry. He began as a registered securities representative with Dean Witter Reynolds (later Morgan Stanley), and joined Raymond James Financial in 1997 as a registered securities principal, establishing an independent financial planning business. Under his leadership the business has grown and attracted other experienced financial advisors. After 10 years of successful independent operation, Carl, along with three of the professionals in his branch, formed Aegis Wealth Advisors, LLC., An Independent Firm. Carl and his partners expect this collective effort to precipitate continued growth in client population and services provided by the company. Carl holds numerous securities and insurance industry licenses. He also successfully attained a certificate of completion in personal financial planning from the University of Houston. Carl has involved himself in community over the years, serving on the boards of several public interest organizations. Carl and his family are members of Windsor Village United Methodist Church. He is also current president of the Houston chapter of the National Association of Securities Professionals.
Christopher Grant
Vice President, AWA
Registered Investment Advisor Representative, RJFS
Christopher J. Grant started his career in the financial services industry in 2000 and is one of the founding partners and treasurer of Aegis Wealth Advisors, LLC., An Independent Firm. Prior to his financial service career, Christopher was an auditor for a Fortune 500 company and a microbiology analyst with a Fortune 500 company with more than 10 years of experience. Christopher is a graduate of Texas Southern University, a registered investment advisor representative, and a registered representative with Raymond James Financial Services, Inc., an affiliate of Raymond James & Associates, Inc, member of the New York Stock Exchange. As an independent professional advisor, he offers each client a personalized financial strategy, not a generic investment program. Clients' individual portfolios are based on their unique situations, attitudes, preferences and goals. Each plan is designed to withstand change, both in the market and in a client's circumstances, so that it can work with and for them at every stage of their life. His approach to financial planning is straightforward: He focuses on becoming a partner in building the future his clients desire. He thoroughly explains the investment strategies he recommends, making clients fully comfortable with all aspects of their investment programs. His mission is to help clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products and personal financial services. Licenses / Certificates: In the community Christopher gives back as a member of NASP (National Association of Securities Professionals) and also serves as the membership chair. He is involved in Wall Street Fast Track, a program that targets high school teens who are interested in the financial services industry. He and his wife, Ana, have lived and worked in the Houston area for more than 15 years. They have been married since 1992 and have one son, Christian, and one daughter, Krista.
John R. Lovett, Jr., was born in Baytown, Texas, and raised in Shepherd, San Jacinto County, Texas, on a farm settled c.1850 by his great-great-grandfather. He attended Texas A&M University, graduating in 1992 with Bachelor of Science degree in animal science. After graduation, John began his career in the financial services industry in the Houston office of Lehman Brothers. John became securities licensed and registered in 1994 while employed at PaineWebber in Houston. He joined Raymond James Financial Services, Inc., in January 2001. John has all requisite licenses and registrations to serve the stock, bond, futures and insurance needs of his clients, including being a registered representative, registered securities principal, registered investment advisor representative, as well as holding NFA Managed Futures and Texas Department of Insurance Group 1 (Life, Health & HMO) licenses. John holds the Certified Funds Specialist (CFS) designation and has other advanced certifications in progress. As an independent financial advisor, his practice is focused on asset management of eleemosynary organizations, pension plans and individual retirement plans. He and his wife, Mary-Olga, a shareholder in Greenberg Traurig law firm, live in Hilshire Village, Texas, and have one son, Jack (age 14 months).
Rosalind Wilkins Haith is a native Texan. She holds a Bachelor of Fine Arts degree in drama from the University of Texas at Austin. Rosalind began her professional career with Chevron where she worked in the Transportation, Planning and Services Division of Supply and Distribution handling contract negotiations and lobbying in the southeastern United States. After 22 years with Chevron she made the decision to move into another arena, the financial services industry. As a partner with Aegis Wealth Advisors, LLC., An Independent Firm, Rosalind brings more than 13 years of experience in the financial services industry. Over nine years were spent with Morgan Stanley where she was a Vice President. The balance she spent as President and CEO of Haith Financial Group. Her licenses include: general services representative, registered investment advisor representative with Raymond James Financial Services; National Futures Association NFA and a Group 1 insurance license. In an ever-changing world, success is determined by effective choices and the ability to make decisions from an understanding of the big picture. Rosalind has shown the ability to do this in all areas through consistent, dependable professionalism. The primary keys to her success have been her commitment to:
Rosalind is active in the community and is currently serving and the president of the Shepherd Trace Homeowners Association. She is a volunteer in both Alief ISD and Houston ISD. Rosalind is a member of Windsor Village United Methodist Church.
Yvette Powell has been with Raymond James Financial Services since 2003. She joined the branch initially as a consultant working on special projects relating to office organization. Yvette joined Aegis Wealth Advisors, An Independent Firm, in the position of office manager. Yvette's professional tenure in the financial services industry has covered numerous positions of responsibility in sales and marketing. Her immediate experience prior to joining Raymond James Financial Services and Aegis Wealth Advisors was 10 years with Banc One Investment Advisors Corporation where she held several securities industry licenses. Having spent more than 10 years in the financial services industry, Yvette’s professional experience is well attuned to the necessary business components of effectively managing the needs of a professional sales office, and, most importantly, implementing excellence in client service relationships and managing expectations. She is committed to success and supporting sales growth opportunities. When she isn’t engaged in her professional pursuits, Yvette enjoys a myriad of interests including playing chess, wine, art history, inline skating, bicycling, black/white photography and traveling. However, her most precious moments are spent with family and friends, along with the wonderful companionship of her beautiful shih-tzu dog, Valentine.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice |
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