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Rosalind H

Series 63, Series 65

Houston, TX

Raymond James Financial

Rosalind Haith is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 designations and 31 years of industry experience. She has worked with Raymond James since 2004 and was previously affiliated with Aegia Wealth Advisors. Haith is also the CEO of Haith Financial Group, Inc., a support company based in Houston. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a broad network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Carl S

Series 63, Series 65

Houston, TX

Raymond James Financial

Carl Scott Sr. is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 1997, including roles at affiliated firms. He is also the CEO and President of Vision Wealth Advisors, Inc., a support company related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytic tools and supports a broad advisor network with specialized municipal and public-finance expertise.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William H

Series 66

Houston, TX

Raymond James Financial

William Haith II is a Series 66-licensed financial advisor with Raymond James Financial in Houston, TX, bringing three years of industry experience. He previously operated Haith Financial Group for ten years before joining Raymond James Financial Services Advisors, Inc. Haith Financial Group is listed as a support company, though no active business hours are reported. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs analytical tools and risk profiling to tailor non-discretionary investment consulting aligned with clients’ goals and supports a broad network of advisors through specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

Houston, TX

Raymond James Financial

Christopher Grant is a financial advisor at Raymond James Financial in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services since 2000. Outside of advisory work, he is an independent agent selling Medicare products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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