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Otterson Allison Wealth Management Group of Raymond James

OTTERSON-ALP_RJ_017r_LR

245 Riverside Ave., Suite 500, Jacksonville FL 32202 • 904.348.5420 • raymondjames.com/ottersonallison

Describe your practice.
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.

Define the added value of your services in relationship to your fees/costs:
Our portfolio management is done internally and not outsourced to a third party. Our actively managed accounts are individually built and monitored in accordance with 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.

Do you offer financial planning?
Yes, we offer financial planning and much more. We first address the client’s long-term goals. Then, we create a financial plan based on their risk tolerance, asset allocation target, and financial resources. Our plan will provide a comprehensive strategy for the client to pursue those goals with the highest degree of confidence possible as we provide them the comfort and discipline to stay the course.

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

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 returned to Wharton in 2005 for her Investment Strategist Certification. She has been in the industry for over 31 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 U.S. Naval Academy and currently serving as an officer in the U.S. 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 15 years. Her experience includes several years in different operational capacities at other firms. She holds a business degree from University of Central Florida. She also holds the Chartered Retirement Planning CounselorSM designation.

Norman R. Allison, Senior Vice President–Investments
Norm became a member of the Florida State Bar Association in 1966 and practiced law for several years before branching into investing. He holds a Bachelor of Business Administration from the University of Pittsburgh and a Juris Doctor from Duquesne Law School. Later, he decided to take his interest of economics and the markets to a professional level and become a financial advisor. Norm has used his extensive market experience to advise clients now for over 31 years. He is married with adult children.

Katharyn Smith, Financial Advisor
Katharyn began her career as an analyst in the Institutional Fixed Income Research department of Raymond James. She later decided to pursue her interest in financial planning and she joined the Otterson Allison Wealth Management team as a financial advisor. Katharyn is a graduate of Rhodes College and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ professional designation.

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