Skip to content
  • T: 904.348.5437
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Patricia "Patty" S. Otterson
    • Caleb Cronic
    • Sherill Christopher
    • John Kennedy III
    • Our Partners
      • Our Partners
      • Joseph Weaver
      • Kenneth Grider
      • Trevor Bennett
    • About Raymond James
    • Legacy Norman Allison
  • Our Approach
    • Our Approach
    • Investment Process
  • Our Clients
    • Our Clients
    • Individuals & Families
    • Business Owners
    • Corporate Executives
    • Retirees
    • Pre-Retirees
  • Our Services
    • Our Services
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Education Planning
    • Retirement Planning
    • Investment Strategies
    • Investment Banking
    • Longevity Planning
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Client Access Videos
    • Worthwhile
  • Connect
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Otterson Wealth Advisors
    245 Riverside Ave Suite 500 Jacksonville, FL 32202-4927 T: 904.348.5437
    Map and Directions Map and Directions
Otterson Wealth AdvisorsOtterson Wealth Advisors
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Media
    • Article
A Survivor’s Survival Plan
5/6/2019
The surprises that come with widowhood don’t have to catch you off guard.
Family & Lifestyle
Sophisticated wealth management
Empower your financial future
Otterson Wealth AdvisorsOtterson Wealth Advisors

Connect

  • 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use