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  (239) 939-4455   trevor.harrelson@omnifinserv.com

OMNI Financial Services

OMNI Financial Services

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  2. Bob DiBella

Bob DiBella

Photo of team member
Bob DiBella
Financial Consultant
Phone: 
321-586-1331
Fax: 
321-586-1332
E-mail: 
bob.dibella@omnifinserv.com
application/pdf iconOFS Service Models DiBella.pdf

Working in the financial industry comes with responsibility and knowledge. I present myself as a qualified Financial Advisor with over 30 years of experience, and a first class team. I understand that success can be defined in a variety of ways, so my approach to financial services is custom tailored to fit your own unique financial vision. It is my commitment to develop solutions that are on target with your needs and to implement them competently, responsibly and with confidence. It is my plan to provide independent and sound investment advice and financial services whatever your financial situation. I will guide you and you decide.

I would value a chance to speak with you personally, to better understand what’s important to you as it relates to your finances. If you have any questions or would like more information, please feel free to contact me. I look forward to a positive relationship.

Services Offered: 

Meet Bob DiBella

  • Community figure in Brevard County
  • Providing Financial Services for over 30 years
  • Brevard County Resident since 1984
  • Married to childhood sweetheart for over 43 years (as of this printing)
  • Two children and three awesome grandchildren
  • Enjoy Golfing, Reading, and Ballroom Dancing
  • Board Member - Brevard Symphony Orchestra
  • Board Member - Kol Mashiach Synagogue
  • Member - Brevard Sister-City Program
  • Feed a Family Foundation Committee Member
  • Board Member of the Florida Institute of Technology We Venture and mentor through their Ignite 360 Mentoring Program
  • Member of the Brevard County Investment Committee
  • Member, Past President - Space Coast Chapter of the National Association of Insurance and Financial Advisors (NAIFA)

Credentials

  • Licensed to sell Life & Health Insurance
  • Securities License Series 7, 63, 66
  • CLTC - Certified in Long Term Care
  • Former SVP Director MFS Investment Management, Japan
  • IAR – Investment Advisor Representative

Professional Services

Business

  • Business Succession Planning, Buy/Sell Agreements and Funding
  • Executive Compensation, Bonus Plans and Key Man Protection
  • Employee Benefits

 

Personal

  • Family Protection, Education Funding Strategies, Life, Disability and Long-Term Care Insurance
  • Financial Planning, Retirement Planning and Wealth Management
  • Asset Protection and Estate Planning
  • Charitable Giving Strategies

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

 

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Additional info

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Contact info

  •   12610 New Brittany Boulevard, Fort Myers, Florida 33907
  •   (239) 939-4455
  •   trevor.harrelson@omnifinserv.com

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OMNI Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907 239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network. All Rights Reserved.

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