In 1982, Patty left her career as a CPA to pursue her fascination with the equity markets. In the past 40 years, she has had the pleasure of working in a truly dynamic industry and the privilege of serving truly wonderful people.

Patty got her start with the accounting firm of Ernst and Whinney (the precursor to Ernst & Young). After spending several years as a CPA and tax accountant, she left to begin her investment services career at Dean Witter Reynolds (now Morgan Stanley Smith Barney). She also held positions with Prudential Securities, where she began her partnership with Norm Allison in 1994, and Alexander Key (a division of SunTrust Investment Services) before joining Raymond James in 2009.

A graduate of Grove City College:, Patty holds a Bachelor of Arts in Accounting. In addition, she has earned the Certified Investment Management Analyst (CIMA^®) designation and her Investment Strategist Certificate from The Wharton School of the University of Pennsylvania.

Patty's commitment to community is evident in her involvement with several local organizations. She is currently serving as co-chair of the DePaul Society council of Ascension St. Vincents Foundation. She is also actively involved with St. Johns Presbyterian Church, where she previously served on the board of deacons and also as an elder. Previously she served on other boards in the community that serve the needs of children in underprivileged areas.

Patty Otterson, Senior Vice President, Investments, Managing Director, of Otterson Allison Wealth Management Group was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 4, 2022.