Personalized Investment Strategies Group of Raymond James

  • Robert Witter

    Financial Advisor

In 1997, Rob started his career in the Financial Services industry and 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 is a proud alumni of Villanova University. Rob also holds a Series 7, 63 and 65 certifications. He resides in Northport, NY with his wife and son.