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 advisorcareers.com .

Check the background of this investment professional on FINRA BrokerCheck.

Office Locations

Main Division Office

B7 Tabonuco Street Suite 1401 Guaynabo , PR 00968
Phone
787-782-5252
Fax
787-622-8175

Boca Raton

851 Broken Sound Parkway NW Suite 240 Boca Raton , FL 33487
Phone
561-752-3004
Fax
561-752-0725

Ft. Myers

1520 Royal Palm Square Boulevard Suite 250 Ft. Myers , FL 33919
Phone
239-939-0589

Miami

2525 Ponce de Leon Blvd. Suite #300 Coral Gables , FL 33134
Phone
305-200-8709

Our Team

    Sam Abdullah

    Sales Director

    Bryan Filson

    Sales Director

    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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