Prosperity is defined by what is important you and you reaching your goals.
So, what is important to you?
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 ripples of our partnership will be felt for generations to come.
Prior to coming to Edward Jones, I was a general manager of production in an automotive plant of 350-plus employees across multiple shifts. I also have led an engineering department focusing on efficiency, reducing cost and continuous improvement. My greatest joy was motivating people to accomplish goals that they thought were not possible. I loved watching them grow in their career and I was honored to be part of their success. Taking the satisfaction I found in helping others and my analytic background in engineering to my career search, I was drawn to Edward Jones.
As my career background is versed, so is my education. I graduated with a Bachelor of Science in mechanical engineering from Iowa State University. While a student at Iowa State, I had a wonderful opportunity to do a work/school internship in Germany for nine months. I hold a General Securities Representatives (Series 7), Uniformed Combined State Law Examination (Series 66) registrations, and life and health insurance licenses. Recently, I finished my master's in accounting from University of Alabama at Birmingham.
I met my husband, Andy, at Iowa State in an engineering class we had together. In the 17 years together, we have lived in four different states and are now happy to call Pell City home. We have a son and a daughter, and, on the weekends, you can find our family at the soccer fields or out enjoying the lake life.
I am honored to partner with you and your family to help you prosper for generations to come.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- College Savings
My Personal Interests
- Coaching Sports
- Spending Time with Family
- Community Outreach
- Home Improvement
Office Address3644 Vann Rd Suite 120
Trussville, AL 35235
Phone NumberAnna M Otterson at (205) 655-3940
|Mon||08:00AM - 04:30AM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 05:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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