In 1982, Patty left her career as a CPA to pursue her fascination with the equity markets. And for more than 31 years since, 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 AnalystSM 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 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 April 21, 2020.
Check out the Forbes 2020 Top Women Wealth Advisors click here
Investment Management Consultants Association is the owner of the certification mark "CIMA®," the service marks "Certified Investment Management AnalystSM," "Investment Management Consultants AssociationSM," and "IMCASM." Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, 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. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-woment-advisors/#28abc5bd51f4 for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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