Anna M Otterson

To say the last few years have been a whirlwind is an understatement. But for many, it has been an amazing opportunity to redefine their purpose and passion. I am fortunate to be part of my clients' journey as they take on new adventures in their careers, retirement or the planning their legacy.

As a financial advisor, I use an established process to understand what is important to you and partner with you over your lifetime to help you accomplish your goals. I work hard to see you prosper and take great pride knowing the ripples of our partnership will be felt for generations to come.

In 2018, I redefined my purpose and joined Edward Jones. Prior to Edward Jones, I was a general manager for an automotive manufacturing facility. My greatest joy was motivating my team to accomplish goals they thought were not possible. I loved watching them grow in their career and it was an honor to be part of their success. Edward Jones has allowed for me to utilize my background and knowledge to serve my clients. For me, it is the greatest pleasure to see my clients succeed.

I enjoy learning/seeing new things and my clients have taught me so much - from places to go, places to eat, how to build a home to raising children. I have a BS in mechanical engineering and a Master of Accounting. I hold a General Securities Representatives (Series 7), Uniformed Combined State Law Examination (Series 66) registrations, and life and health insurance licenses.

My husband, Andy, and I met in college. We've moved around a bit, but in 2012, we moved to Pell City to make it our forever home. We love spending time on the lake and playing soccer with our two children, Korbin and Kylee. I serve on the Pell City Chamber Board and I am part of Leadership St. Clair County.

My branch office administrator, Alison Grant, is an amazing asset to my team. She dots the i's and crosses the t's. Together, we want to understand what is most important to you and can't wait to make a difference your life.