Picture of Richard Otis

    Richard Otis

    CLTC, CPA*


    Check the background of this investment professional on FINRA's BrokerCheck

    About Richard

    Rick Otis is a Financial Services Representative with SouthWEST Financial Group, a general agency of Massachusetts Mutual Life Insurance Company. Rick's broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.

    Rich is a graduate from Arizona State University. He is a Certified Public Accountant and is Certified in Long Term Care (CLTC) investments.

    In his free time, Rick enjoys traveling, and spending time with his family, especially his grandchildren.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Richard Otis CPA, CLTC is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 6010 82nd Street, Suite 100, Lubbock, TX 79424, Tel: (806) 795-9393

    *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Texas

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Colorado, Florida, Georgia, Maine, Nebraska, Nevada, New Mexico, New York, North Carolina, Texas, Massachusetts

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Florida, Georgia, Massachusetts, Mississippi, Nevada, New Mexico, New York, Texas, Virginia

    Richard Otis CPA, CLTC, El Paso, TX, CA Insurance Lic.# 0D57473

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