Our mission is to meet the financial needs of each individual client while balancing the complex forces at work in the market and adapting intelligently as conditions change. We know that everyone’s financial situation is unique and as a result, we strive to thoroughly understand the concerns of our clients.
At Otterson Allison Wealth Management Group of Raymond James, we focus on addressing the different worries that keep our clients up at night and more importantly, doing all we can to help them achieve their financial goals.
Our portfolio management is done internally and not outsourced to a third party. Our actively managed accounts are individually built and monitored to meet our client’s risk tolerance and financial goals. This internal management provides us the ability to manage risk more effectively. On a comparative basis, costs associated with our platform of custom managed accounts are very competitive with other platforms.
We offer several levels of services for financial, retirement and legacy planning depending on the complexity of the situation. We engage exceptional tools that enable us to quickly identify and enter client goals and then assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.
Patricia Otterson, CIMA®, Senior Vice President–Investments
Patty began her career as a CPA with a large national accounting firm. After a short time in public accounting she changed her career path to become a financial advisor and stock broker with Dean Witter Reynolds. She went on to achieve the Certified Investment Management Analyst designation from Wharton Business School in 2000 and then later she returned to Wharton in 2005 for her Investment Strategist Certification. She has been in the industry for over 30 years. Patty is involved in a number of community and charitable organizations. She is married and has a daughter who is a graduate of the US Naval Academy and currently serving as an officer in the US Navy.
Sherill Christopher, Sr. Registered Service Associate
Sherill has had extensive experience in the financial services industry–she has worked in the operations and compliance side of the industry for over 10 years. Her experience includes several years in different operational capacities at other firms. She holds a business degree from University of Central Florida. Recently she earned the Chartered Retirement Planning Counselor designation.
Norman R. Allison, Senior Vice President–Investments
Norman has had an interest in the stock market since his college days as he attended law school at Duquesne University in Pittsburgh Pa. After he achieved his law degree and became a member of the Florida Bar he started his own distribution company. Later, he decided to take his interest of economics and the markets to a professional level and become a financial advisor. Norms has used his extensive market experience to advise clients now for over 30 years. He continues to be a member of the Florida Bar. He is married with adult children.
Katharyn Smith, Financial Advisor
Katharyn earned a Bachelor of Arts degree from Rhodes College. She began her career in the Institutional Fixed Income Research department of Raymond James as an analyst and recently became a member of the Otterson Allison Wealth Management team. She is fully licensed as a financial advisor.
Diversification and strategic asset allocation do not ensure a profit against a loss. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
245 Riverside Ave., Suite 500, Jacksonville FL 32202 • 904.348.5420 • raymondjames.com/ottersonallison