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  • Otterson Wealth Advisors
    245 Riverside Ave Suite 500 Jacksonville, FL 32202-4927 T: 904.348.5437
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Otterson Wealth AdvisorsOtterson Wealth Advisors
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Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Read
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Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
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Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
Retirement & Longevity
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Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
Read
Bouncing back after a job loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Estate planning: Your loved one's long-term care
Ensure your family member with special needs is cared for after you’re gone.
Estate & Giving
Sophisticated wealth management
Empower your financial future
Otterson Wealth AdvisorsOtterson Wealth Advisors

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  • 245 Riverside Ave Suite 500 Jacksonville, FL 32202-4927
  • T 904.348.5437
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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