Northern Florida

Mutual of Omaha Advisors

We are proud to be making a difference in the lives of others throughout Northern and Central Florida.

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 .

Check the background of this investment professional on FINRA BrokerCheck.

Office Locations

Main Division Office

8875 Hidden River Parkway Suite 160 Tampa , FL 33637

Lake Mary

1064 Greenwood Blvd Suite 118 Lake Mary , Florida 32746

Our Team

    Waldemar Marques Ortiz

    Sales Director

    Robert Liebman

    Managing Director


    Roger Fishel

    Sales Director

    Todd Myers

    Field Sales Consultant

    Debi Gold

    Advisor Recruiting Technician

    Zachary Parks

    Advisor Recruiter

Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

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