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

  • “Cats do not have to be shown how to have a good time, for they are unfailing ingenious in that respect.” — James Mason

  • 4 Simple Ways To Make Your Home Office More Ergonomic...

    Because ergonomic chairs can be pricey.

    Read News Article
  • Proud of Mutual of Omaha's recognition as a 2021 Forbes Best-in-State Company for Permanent Life Insurance in Texas. Learn more about the basics...

  • It’s a good idea to double check. Let’s review your current plan, explore your options and find a plan that meets your needs. Medicare’s Annual...

  • You have insurance to protect your house and car. Why not have coverage to help replace your income if you became injured or sick and were unable to work?

  • People with a Medicare supplement insurance policy don’t need to reapply for coverage…even during Medicare’s Annual Enrollment. Contact our...

Contact Us

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