Southern Florida & Caribbean - Boca Raton Mutual of Omaha Advisors
|Day of the Week||Hours|
|Mon||8:00 AM - 5:00 PM|
|Tue||8:00 AM - 5:00 PM|
|Wed||8:00 AM - 5:00 PM|
|Thu||8:00 AM - 5:00 PM|
|Fri||8:00 AM - 5:00 PM|
- Southern Florida
- Boca Raton
- Ft. Myers
- Puerto Rico
- Virgin Islands
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Dedicated Professionals Guiding Others
Careers at Mutual of Omaha
We have a long history of developing talented individuals. Our comprehensive advisor training is built similar to a graduate school education in entrepreneurship. We have an advanced curriculum providing our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor.
We have designed marketing strategies and tools to bring you valuable exposure, in the beginning of your career and throughout. A world-class CRM, extensive material library and resources to help build your digital brand are all available to help your business thrive.
We promote a work environment that takes your life into consideration as much as it does the lives of your clients. This includes providing future options allowing you to grow with one company. As you grow, so will your opportunities. For many new advisors, that means managing and growing their own team. From leading your success to leading a team, we have different paths for career growth.
When you are in our comprehensive training program and meet the criteria of activity, you will be compensated with no future strings attached. We believe in those we hire, and we believe in the quality of our training. We show what we believe through a financial commitment to our people.
We have assembled an incredible team around our advisors that are available to provide guidance, assistance with financial strategies, a wealth of knowledge, coaching, formal mentoring, and a joint-meeting strategy. We know that it is our job to support our advisors - not products - through our infrastructure of support.
About Mutual of Omaha Southern Florida & Caribbean - Boca Raton
Our advisors are helping to make a difference in the lives of others and maintain the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer's wants and needs, do our advisors recommend a suitable strategy.
If you want to make a difference in the lives of others in a meaningful career, we encourage you call your local office or visit advisorcareers.com. Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I’m an avid fitness buff and enjoy golf, film, reading, and travel. Fun fact: I’ve gone sky diving and scuba diving.
I moved from New York City to Florida in 2020 and started with Mutual of Omaha in Fall, 2022 as a Sales Director in the Boca Raton, Florida DSO. I cherish the opportunity to recruit, train, coach, guide, and develop the next generation of Mutual of Omaha Financial Advisors. My goal is to create a high-performing team of Advisors who help clients lead their best financial lives, with a long-term financial planning strategy at the heart of everything we do. Some of the qualities that I look for are polished interpersonal and social skills, emotional intelligence, empathy, a genuine desire to help others, very strong work ethic, excellent organizational skills, coachability, flexibility, and quick learners who can synthesize and interpret vast amounts of information.