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James Witter, CRPC®
James Witter Branch Manager

As the Branch Manager for Gateway Investments, James Witter is responsible for ensuring that advice practices are adhered to, making sure that company standards are met, and develops plans to meet suitability requirements.  He also ensures that the firm’s professionals are properly trained, knowledgeable of, and comply with established procedures and protocol.

In addition to being branch manager, Jim is an investment consultant specializing in wealth management and financial advisory planning.  His clients are mainly businesses, attorneys, certified public accountants, and physicians.  “I joined Gateway in 2008, because I believed I would be able to build my business unimpeded and free from outside influence. I recognized that the firm was goal oriented, customer driven and dedicated to their advisors.”

Prior to joining Gateway Investments, he served as the branch manager for the Locust Valley, New York office of Merrill Lynch where he handled pension and retirement planning for corporations and families.  “At Gateway, I help families and organizations to communicate effectively with each other, in order to make better decisions concerning their goals and objectives for retirement.  I believe that my goal as an advisor is to facilitate the planning process.  I direct my clients to come to their own conclusions on how they want to spend their retirement years.  I then build sustainable and lasting solutions according to their needs and desires, based on their financial desires.”

Jim is a Chartered Retirement Planning Counselor (CRPC), a member of the Nassau County Irish Americans in Government, the Knights of Columbus, St. Thomas the Apostle Council 11588, the American Legion, Cathedral Post 1087 Ancient Order of the Hibernians, Division 20 and a Board member of the West Hempstead Chamber of Commerce all located in West Hempstead, New York, where he resides. 

Jim received a Bachelor of Arts degree in Communications from the University of Dayton, a BSc. in Finance from University College, University of Maryland, Oxford UK, an MSc. in Banking and Money Management from Adelphi University and is an honorably discharged Veteran of the United States Air Force. Licenses include Series 7, 9, 10, 31, 63, 65, and Life and Health Insurance. 

Jims’ hobbies include officiating youth track and field, and baseball.  He is a former board member and player of the New York Rugby Club where he assists in the mentoring and coaching of inner city youth through the youth rugby football program.

390 Old Country Road, 2nd Floor
Garden City, NY 11530
Phone 516-240-1740   Fax 516-240-1799
Branch Phone 877-244-7162


Careers & Opportunities

Securities, insurance and advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC.  Gateway Investments is a marketing designation.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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