Personalized Investment Strategies Group of Raymond James

  • Rose A. Mouzouris, WMS

    Financial Advisor

    Wealth Management Specialist

Rose A. Mouzouris began her financial career in the NYC real estate industry in 1994. She then continued her path in 1997 into the insurance industry and 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 Group that offers personalized investment strategies along with risk management, trust/confidentiality 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, market-linked notes, closed-end funds, ETFs, unit trusts, REITS, annuities and more.

Rose also specializes in executive services - 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. Rose also works very closely with many top executives, attorneys, accountants, third party administrators (TPAs) and other professionals to help ensure all financial objectives are achieved.

Rose holds series 6, 7 and 63 certifications; life and health licenses; and the wealth management specialist designation. Rose lives in the North Shore of Long Island with her husband and their two kids.