Bill Dutra ChFC®, CLU®


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.


  • 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.