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portrait of Jeffrey W Otway
FINANCIAL ADVISOR

Jeffrey W Otway

CFP®
9540 W 144th Pl, Suite 1a, Orland Park, IL 60462opens in a new window
Accepting New Clients
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About Jeffrey

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. Holding true as a lifelong learner, I recently obtained the CFP® certification to help better serve my clients best interests.

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...

Focus Areas

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

Work History

  • Edward JonesNovember 2020 to Current
  • TD AmeritradeJune 2018 to October 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Saint Xavier UniversityBachelor of Arts

Personal Interests

  • Hockey
  • Reading
  • Gardening
  • History and Museums

Team Members

  • Kelly Sol
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(708) 966-4118

Fax

(866) 207-3518

Office Address

9540 W 144th Pl
Suite 1a
Orland Park, IL 60462opens in a new window

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