Southern Florida & Caribbean

Mutual of Omaha Advisors

We are proud to be making a difference in the lives of others throughout Southern Florida, Puerto Rico and the Caribbean.

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

B7 Tabonuco Street Suite 1401 Guaynabo , PR 00968

Boca Raton

851 Broken Sound Parkway NW Suite 240 Boca Raton , FL 33487

Ft. Myers

1520 Royal Palm Square Boulevard Suite 250 Ft. Myers , FL 33919


2525 Ponce de Leon Blvd. Suite #300 Coral Gables , FL 33134

Our Team

    Edgardo Medina

    Sales Director

    Michael Chojnacki

    Sales Director

    Richard Philpott

    Advisor Recruiting Technician

    Sheldon Turner

    Field Sales Consultant

    Jaime Estrada-Febo

    Managing Director

    • LUTCF®

    Zory Rodriguez

    Sales Director

    Jose Fernando Bellavista

    Advisor Recruiting Technician

    Mildred Ortiz-Franco

    Advisor Recruiting Technician

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.

View Our Story
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