Patricia "Patty" S. Otterson,
CIMA®
Senior Vice President, InvestmentsManaging Director
Patty Otterson is an experienced and dedicated financial advisor with a passion for helping her clients pursue their financial goals. With decades of experience in financial services and a sharp focus to deliver personalized investment portfolios for each client, Patty believes she brings a wealth of knowledge and high standard of service to her day-to-day role.
Patty is a trusted advisor who genuinely cares about her clients financial well-being. She has been recognized as Forbes Top Women Wealth Advisors Best in State 2024. Her enduring client relationships and the honor of serving wonderful people remain the most rewarding aspects of her career.
Patty is a CIMA® (Certified Investment Management Analyst) designee holder, which is earned by financial professionals who are recognized to possess demonstrated acumen in investment policy, asset allocation and risk management. Her past experiences as a CPA have equipped her with an understanding of tax-related issues. She also graduated from Grove City College in Pennsylvania with a bachelor’s degree in accounting.
Beyond investments, she and her team provide comprehensive wealth management services, including longevity planning, private wealth strategies, trust services and business-related guidance. Patty believes her unwavering commitment to her clients’ best interests elevate the approach she provides.
Outside of work, Patty is an active ballroom dancer, proficient in sailing and actively involved in her church and faith-based organizations. She also serves as a board member for a charitable hospital foundation in Jacksonville, as she is passionate about contributing to her community’s well-being.
Originally from Pittsburgh, Patty has resided in Jacksonville with her husband John for over 40 years – the place where her impressive career began.
Patricia Otterson was named on the 2025 edition of the Forbes list of Best-in-State Wealth Advisors† as well as the 2025 Forbes Top Women Wealth Advisors Best-In-State List.
† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
