For more than 20 years, Rose Mouzouris has worked diligently to personalize investment strategies for high-net-worth clients and businesses worldwide. She has built a solid reputation as a trusted Financial Advisor by providing extraordinary service and by having a clear understanding of her clients’ true needs and goals. Her commitment to excellence has allowed her to establish long-term relationships with her clients as she guides them through the different stages of life.

Rose began her financial career in the New York City real estate industry in 1994 before joining the insurance industry in 1997. By 1999 she had permanently entered the financial services industry and, in 2003 joined one of the leading financial advisors in the industry, Scott Abraham. Together the pair created a wealth management group that offers personalized investment strategies with an emphasis on risk management, trust/confidentiality and, most of all, extraordinary service. In February 2006, the Personalized Investment Strategies Group joined Raymond James & Associates.

Today, Rose and her group continue to work to effectively to manage their clients’ portfolios and investment strategies. The diversified strategies they create can include stocks, bonds, ETFs, mutual funds, CDs, options strategies , initial public offerings (IPOs), market-linked notes, closed-end funds, unit investment trusts, REITS, annuities and more.

Rose also specializes in chief executive services, such as Rule 144 for restricted and/or controlled stock sales, estate and trust management, investment and asset consolidation, retirement planning (401k, 403B, IRA, Roth IRA, SEP IRA, profit sharing, pension, etc.), international/offshore investment management, college 529 savings/planning, life insurance, disability insurance and long-term care insurance. Additionally, as the Managing Director, Rose collaborates with many top executives, attorneys, accountants, third party administrators (TPAs) and other professionals to help ensure clients’ financial objectives are achieved with the highest standards in place.

Rose is an Accredited Portfolio Management Advisor ^TM and a designated Wealth Management Specialist ^TM. Rose holds her Series 6, 7 and 63 securities licenses as well as her life and health insurance license. Rose is also a 2023 Chairman’s Council Member.

Chairman's Council Member 2023

Membership in the Chairman’s Council is Raymond James’ highest honor. This distinction is given to a select group of Raymond James financial advisors who have demonstrated the utmost commitment to the values that define our firm. Chairman’s Council membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.