Southern Florida & Caribbean

Mutual of Omaha Advisors

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Areas Served:
Southern Florida including Boca Raton, Sarasota, and Ft. Meyers, Puerto Rico and 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

Our Mission
We help our customers protect what they care about and achieve their financial goals.

Helping to Guide Others
With offices in Guaynabo, PR and throughout Southern Florida, Puerto Rico and the Caribbean, our advisors are helping to make a difference in the lives of others. Our team of dedicated professionals maintains 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 the right strategies.

Mutual of Omaha Advisors Difference
To help our advisors meet their goals, we provide uncommonly comprehensive training, personal branding and marketing strategies complete with an extensive library of material, a true career path and a meaningful financial investment to their future.
Learn more about how our approach separates us from others in the financial industry.

News & Updates

  • Are you and your partner on the same page? Take time now to talk about your finances. Commit to pursuing shared goals, track your progress then...

  • The Pandemic Has Changed The Way We Eat

    Sapna Batheja, assistant professor in the Department of Food and Nutrition Studies at George Mason University, discusses the pandemic's impact on...

    Read News Article
  • February is American Heart Month, time to commit to heart-healthy habits, like eating right, exercising and tracking cholesterol and blood...

  • Tax day is just around the corner. Spend some time now gathering W-2 forms, end-of-year statements and other documents you need to prepare your...

  • There’s no better way to say “I love you” than by making sure you have enough insurance. Now’s the time to review your coverage in order to help...

  • There are so many ways that life insurance can help with weathering a financial storm. If there is someone you care about who would suffer without...

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