After starting my career as an educator, I devoted myself to be a financial advisor to help individuals and families develop financial strategies. With more than 10 years' industry experience, I have had the pleasure to work with countless individuals to help them achieve their financial goals. After careful consideration, I decided to move to Edward Jones because of our focus on serving the clients best interest and personable approach.

My practice is centered around meeting with individuals, families and business owners who are looking for a long-term partnership that is built around trust and education. I not only focus on investments, but I help clients sort through the tough financial decisions when starting a business, planning for retirement, making estate considerations, preparing for the unexpected and saving for education. Once I have identified why you are investing, then I will be able to work with you using an established process that is tailored to your specific needs. Furthermore, I will partner with your CPA and attorney to ensure that your legal, estate and tax needs are taken into consideration.

I am married to my beautiful wife, Laura, who is a 24-year cancer survivor and is an incredible mother to our daughters, Quinn and Holly. Outside the office, I enjoy playing in a rock-and-roll cover band named Cellar Door, tending to my garden, being a hockey fanatic, travelling, reading presidential biographies and enjoying time with my friends and family. I have been a proud resident of this area all my life and plan to see my children grow up in a community that has so much to offer. I am always ready to listen and lend a helping hand to help you and your family achieve financial peace and comfort.

Sincerely,

Jeffrey W. Otway

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Special Needs Financial Considerations

My Personal Interests

  • Hockey
  • Reading
  • Gardening
  • History and Museums

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