Rose A. Mouzouris


Wealth Management Specialist

Financial Advisor

ROSE.MOUZOURIS@RAYMONDJAMES.COM

 

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, 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. Rose lives in the North Shore of Long Island with her husband and their two kids.