Personalized Investment Strategies Groupof Raymond James
 
 

About Us


Locust Valley Branch




Financial Advisor Image
Scott A. Abraham
Senior Vice President, Investments
Wealth Management Specialist
Financial Advisor

Since 1987, Scott has been guiding clients through volatile markets and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him one of the leading financial advisors in the industry. He joined Raymond James & Associates, Inc., in 2006 as a Senior Vice President of Investments.

Scott helps his clients obtain their goals of consistent returns with an emphasis on preservation of capital, managing/minimizing risk, and capital appreciation. He values long-term relationships, and aims to get to know each client on a personal level, as successful investing begins with a clear understanding of the client's financial needs and objectives. Scott's main intent is to create long-term investment strategies well-suited to each client's unique situation.

He plans, designs and implements investment strategies, and provides comprehensive retirement planning services for corporations and individuals. His clients know that he is there to support them today and that he'll be there in the future with the same professionalism and commitment they have come to expect. That's why clients have been turning to him generation after generation. He will also coordinate his efforts with other professionals (accountants, lawyers, estate planners, etc.) to help the realization of all financial objectives.

Scott holds series 7 and 63 certifications; life and health insurance license; and the wealth management specialist designation. He lives in Brookville, NY with his wife and their twin daughters.




 

 

Financial Advisor Image
Rose A. Mouzouris
Wealth Management Specialist
Financial Advisor

Rose began her financial career in the NYC real estate industry in 1994. She then continued her path into the insurance industry in 1997. By 1999 she permanently entered the Financial Services industry.

In 2003, she accepted a position as a Junior Partner to Scott Abraham. Together they created a Wealth Management team that offers personalized investment strategies along with risk management, diversification and most of all extraordinary service. In February 2006, they moved over to Raymond James & Associates.

Rose and Scott work diligently to effectively manage their client’s portfolios and investment strategies. The diversified strategies that they create may include stocks, bonds, options, initial public offerings, CDs, mutual funds, closed-end funds, ETFs, unit trusts, REITS, annuities and more.

Rose also specializes in estate and trust management, investment and asset consolidation, retirement planning (401K,403B, IRA, Roth IRA, SEP IRA, Protfit Sharing, Pension, etc.), international / offshore investment management, college 529 savings/planning, life insurance, disability insurance and long term care insurance.

Rose holds series 6, 7 and 63 certifications; life and health licenses; and the wealth management specialist designation.
 


 

Robert Witter
Financial Advisor

After many successful years in the retail apparel and footwear industry, Rob transitioned his career over to the financial services industry. In 1997, he joined Prudential Securities as a financial advisor.

In 2005, Rob joined Scott Abraham's Wealth Management team in the Locust Valley, NY branch. He accepted a position as a financial advisor and registered client associate. In February 2006 Rob moved with Scott and his team to Raymond James & Associates.

Rob specializes in all life insurance products, 529 College Savings Plans, Pension and 401(k) plans. Rob also assists in gathering equity research and technical analysis for the team’s trading strategies. He also assists in monitoring clients' portfolios and investments on a daily basis.

Rob holds a Series 7, 63 and 65 certifications as well as life and health insurance licenses. He resides in Northport, NY with his wife and son.


 

Betty Lottes
Client Service Associate

Betty has had a long and successful career in the financial industry that began in 1979. She started working with Merrill Lynch as an operations and cashier specialist. Then in the early 1980s she worked with Shearson/American Express as well as Morgan Stanley Dean Witter as a client associate. In 1983 she joined Advest, Inc., as a client associate and operations specialist.

She then accepted a position in February 2000 with Scott A. Abraham as a client associate in Advest’s Locust Valley, New York branch. By February 2006, Betty followed Scott and his team over to Raymond James & Associates.

Betty’s primary responsibilities include account servicing (checks, wires and direct deposits, IRA distributions, etc). She is also responsible for depositing certificates, and most importantly, making sure all accounts are operating smoothly and that all the required documentations are in place for each particular client's needs.

Betty resides in Glen Cove, NY with her two daughters.


About Raymond James

Raymond 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.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

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.

Financial Advisor Image
Scott A. Abraham Senior Vice President, Investments Wealth Management Specialist Financial Advisor
230 Birch Hill Road
Locust ValleyNY 11560
Phone: 516-671-4023
Fax: 516-759-0583
Toll-Free: 800-625-6057
Contact Us

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.

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