Brad Ohmes

Brad Ohmes

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6157
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

To provide a greater sense of comfort, quality of life, and financial dignity for the customers I serve: through a goal oriented, client driven process.

PRODUCTS AND SERVICES

  • Managed Accounts
  • Wealth Management Services
  • Survivor Assistance
  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
    •  

QUALIFICATIONS

  • 5 Years in the Financial Services Industry
  • Licensed to sell Life, Health, and Variable Annuities in FL, MO, PA, and VA
  • Passed Series 6, 63, and 65
  • Obtained MetLife’s “Delivering the Promise” designation in 2010

PERSONAL

  • Moved to Sarasota in 2009 from St. Louis, MO
  • Enjoy hiking, the beach, reading, and traveling
  • Bachelor of Science in Criminology

ORGANIZATIONS

  • Big Brothers, Big Sisters of Sarasota, FL
  • Volunteered 250+ hours at Venice Regional Hospital

MY GOAL

My goal is to provide families and business owners
with assistance in building their financial freedom. 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.

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies. L0711193419[exp0812][FL,MO,PA,VA]