Describe your practice.
Our practice has always emphasized fee based asset management for most of the clients we serve. Understanding the client’s needs, risk tolerance and objectives is critical to implementing a custom portfolio that will reflect their unique situation. Because each portfolio is tailored to the needs of the client we can be flexible and make adjustments proactively when situations change. Each client is unique and we want our portfolios to reflect their individual needs.
Do you offer financial planning?
We offer several levels of services for financial, retirement and legacy planning depending on the complexity of the situation.
Patricia Otterson, CIMA • Senior Vice President, Investments
Patricia Otterson began her career as a CPA with a large national public accounting firm. In 1982 she changed her career path to become a financial advisor with Dean Witter Reynolds. She has held positions with Prudential Securities and Alexander Key, before joining Raymond James in 2009. She is also a Certified Investment Management Analyst.
Norman R. Allison • Senior Vice President, Investments
Norman Allison became an investment advisor in 1983 after owning a distribution company which was later sold. Norm holds a law degree from Duquesne law school and is a member of the Florida Bar.
John D. Schaefer • Financial Advisor
John Schaefer became a financial advisor after running his family business in Boston for a number of years. He joined Raymond James in 2008.
Sherill Christopher • Senior Registered Service Associate
Sherill Christopher has over 10 years experience in the financial services industry.
Raymond James 1301 Riverplace Blvd., Suite 1900, Jacksonville, FL 32207 • Tel. 904.348.5420 • raymondjames.com/ottersonallison
Raymond James & Associates, Inc. member New York Stock Exchange/SIPC