Omar Morillo is a wealth advisor in the Miami office at Octavia Wealth Advisors, helping foreign and domestic clients develop individual financial strategies. A fierce advocate of the fiduciary standard, Omar is adept at building trust and engagement by going above and beyond for his clients. He believes strongly in simplifying the complexities of financial planning so clients can build actionable pathways for achieving their goals. Omar is dedicated to continual learning and to deepening his ability to provide advanced risk management and retirement planning solutions. He takes care to assist his clients in respectful accordance with their personal values.
Before joining Octavia in 2021, Omar spent several years as a financial advisor with AXA Equitable Advisors. Prior to that, he was a financial advisor at Penn Mutual.
Omar holds a Bachelor of Applied Science in business from Broward College. He went on to complete the Executive Certified Financial Planner (CFP®) Certificate Program at the University of Miami. Omar is also an Accredited Investment Fiduciary (AIF®) and a Chartered Financial Consultant (ChFC®).
On the personal side
Omar is happily married and lives in South Florida. He has two children and a mischievous dog named Choco. Omar loves to travel with his family. He also enjoys cooking, and when he finds a bit of free time, Omar likes to read.