Bill Dutra

Professional Experience

My goal is to work with clients to uncover solutions to their financial needs by using a comprehensive process with the goal of securing their future. With 30 years in the financial industry, I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I have been a resident of Florida for 23 years, and in my free time, I enjoy spending time with my wife, Liliana, daughter, Miranda and grandson, Christian. Additionally, I participate in community outreach programs as a member of the Chamber of Commerce and the St. Augustine Catholic Church.

Credentials

• FINRA Securities Series 6, 63, Registrations
• Licensed Life, Health and Variable Annuities
• Chartered Financial Consultant
• Chartered Life Underwriter

Professional Services

• Business Succession Planning, Buy/Sell Agreements and Funding
• Executive Compensation, Bonus Plans and Key Man Protection
• Employee Benefits
• Retirement Strategies
• Tax Sheltered Annuities
• Pension Transfer/Rollovers
• 401(k) & 403(b) Plans
• Group Variable Universal Life Insurance and Disability Insurance

• Family Protection, Life, Disability and Long-Term Care Insurance
• Retirement Strategies and Wealth Management
• Asset Protection and Estate Planning
• Fixed and Variable Annuities
• Disability Insurance
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Mortgage protection (funded through life insurance and disability insurance)
• Lump Sum Pension Distribution Strategies

William Dutra is a registered representative with Securian Financial Services, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. OMNI Financial Services is independently owned and operated.