SENIOR Financial Advisor

Bedford Otey

Bedford Otey is a financial advisor who focuses on providing top-flight service to physicians and dentists. His paternal grandfather was the only physician in a small town in South Dakota for many years. Having watched how high the demand was on his grandfather and grandmother, Bedford is committed to serving physicians and their families to help reduce anxiety about their unique financial needs. Because of these experiences, he is passionate about caring for those who are caregivers themselves and helping them achieve their financial and life goals.

Bedford currently holds his Series 7, Series 66 and Montana Real Estate licenses as well as his Life and Health certifications. Initially, he began his career in banking. After completing his Master’s degree, he also spent many years as the head of a large and fast-growing nonprofit organization. In addition to being a regular conference and retreat speaker at events across the country, Bedford is an Ironman triathlete, golfer and regularly performs in productions with the local opera company. He and his wife, Robin, live in Bozeman, Montana with their three young children and enjoy taking advantage of all the outdoor activities their city offers. They are involved in their church, the arts community and they root vigorously for the St. Louis Cardinals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Bedford Otey

Contact Info

  • Bozeman
    2020 Charlotte St
    suite 115
    Bozeman, MT 59718
    United States

Support Team

Located in Bozeman, MT