Southern Florida & Caribbean

Mutual of Omaha Advisors

Phone:
786-655-0163
Fax:
786-747-4157
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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

  • Congratulations to Suhey Rios Perez​ from our Miami Unit, on her Silver Award Qualification. Great Job Suhey! Keep Hunting!

  • In the Southern Florida - Caribbean Division Office we love to constantly learn. That's why every Monday morning in the Boca Raton Office we have...

  • Life insurance can help you protect the people you care about the most. I can help recommend the right coverage for you. #LifeInsuranceAwarenessMonth

  • What is a college income-share agreement?

    A college income-share agreement is a relatively new way for students to help finance their college education.

    Read News Article
  • A big consideration when purchasing life insurance is how much money your family would need if something unfortunate happens to you....

  • Show some love to your grandparents today!

Contact Us

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