Greene Wealth Managementof Raymond James
Client Service Associate
Diana Schott has more than 20 years’ experience in the investment business, and has worked in brokerage offices in Indianapolis and Dayton as a financial assistant and operations manager. She is from the Middletown, Ohio, area and attended Miami University for two years, where she majored in communications. She is married with a 19-year-old daughter who currently attends Miami Oxford in Business Honors.
Vice President, Investments
For more than 14 years, Lou Vision has dedicated his career to serving individuals and businesses as a financial advisor. His focus is on developing custom financial and estate plans for those who are serious about accomplishing their life’s goals. Additionally, Lou specializes in serving individuals who are divorced or widowed and in need of a greater level of expertise to help them rebuild, as well as in providing a better focus for his clients’ personal and financial goals.
Beginning as a financial advisor with A.G. Edwards & Sons in 1997, Lou quickly built a successful practice that earned him accolades within the business community including the Dayton Business Journal’s “40 Under 40” award in 1999 honoring “Dayton’s next generation of leaders.”* Lou’s practice is centered on his conviction to serve his local community. He has served as chairman of the Finance Committee and Local Missions Ministry at Far Hills Community Church and as treasurer of the Downtown Dayton Rotary Club.
Lou earned a Bachelor of Science in mechanical engineering from Drexel University in 1990 through a full scholarship from the United States Air Force ROTC. His first (and only) assignment was to Wright-Patterson Air Force Base, Ohio, from 1991 to 1996 where he served as a project engineer and program manager on F110 turbofan engines, which are used on the F-16 fighter aircraft. While serving in the USAF, Lou earned an MBA in finance from Wright State University through its evening school program. Lou was honorably discharged from the USAF as a captain in 1996.
Originally from the Philadelphia area, Lou now lives in Waynesville, Ohio, with his wife, Faith, and three children, Zach, Mia and Seth. He enjoys traveling with his family, coaching and cheering his kids in their various sporting activities, and serving others through the local missions ministry of Fairhaven Church
*A panel of judges reviewed nominations from members of the business community and selected the 40 winners based on three main criteria — business leadership, community leadership and career path. Past performance is not indicative of future results. Individual experiences may vary.
Carl Whitener, WMS
Vice President, Investments
Carl Whitener has been dedicated to helping individuals and businesses strengthen their financial well-being for 24 years. In 1985, Carl joined E.F Hutton as a financial consultant after spending 20 years with a retail chain consisting of 39 stores in the Cincinnati, Dayton and Columbus areas, where he served as a senior vice president and business operations director until leaving and joining E.F. Hutton.
Carl spent three years with E.F. Hutton before the company was sold in 1988. He then worked at Cowen and Company from 1990 until 2000. Cowen & Company was then sold to Lehman Brothers in 2000. He joined A.G. Edwards at that point and stayed there ten years until it was sold to Wachovia Securities and eventually to Wells Fargo Advisors. Carl then joined Raymond James in January 2010.
Carl was able to build a very successful business rather quickly after entering the financial service industry. He is extremely proud of the fact that he has been able to consistently secure new clients through recommendations he receives from existing ones. He prides himself in the fact that his clients’ best interest always comes first.
Carl grew up in Beavercreek, Ohio, and attended both high school and college locally. His degree and major are in business administration. He has also completed numerous professional development courses relevant to the financial services industry including Wealth Management Specialist. (WMS) Carl is married and has six daughters who all live locally. He is also blessed with 15 grandchildren.
Vice President, Investments
Harry Williamson has been dedicated to helping individuals and businesses for more than 18 years. Today he is a vice president of investments at Raymond James. He provides his clients with sound investment strategies designed to build wealth through comprehensive planning. Harry works closely with each of his clients to thoroughly understand their goals, objectives and underlying financial positions. He then creates a customized wealth management “road map” with the ongoing goal of providing the highest level of personalized service complemented by his access to a diverse group of money managers and industry experts.
Harry holds a Bachelor of Science in business and began his career in 1993 with Merrill Lynch in Dayton, Ohio. In 1995, he moved his practice to A.G. Edwards & Sons, where he created a very successful practice. In early 2010, he joined Raymond James.
Outside of the office, Harry donates his time and experience to serving community and faith-based nonprofit organizations in the Dayton area. He leads a very active lifestyle and enjoys golf and participating in marathons and triathlons.
Harry resides in Springboro, Ohio, with his wife, Jenny, and three children, Sam, Luke and Kate.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 7/23/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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.