Investment Advisor Representative
Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM). She has lived in the Tampa Bay area for over 15 years and has experience in banking, accounting, and franchising. Recipient of the 2021 Women -n- Charge Grant, and graduate of the 2020 Southern Diocese Lead Program. Nermine is passionate about educating women and small business owners on how to achieve their financial independence. Nermine is a financial planner that strategizes on how best to achieve her clients’ goals while specializing in investing and tax saving solutions. Working alongside in-house CPAs at UWM, her goal is to help her client’s money work harder, smarter and more tax efficiently. In her spare time, she loves cuddling with her three young girls, volunteering at her church ministry programs and watching The Tampa Bay Lightning bring home the Stanley Cup!!
Company: Unified Wealth Management
Address: 220 Pine Ave. N, Suite A
Networking Chapter Location: Power Gals of Wesley Chapel
Investment Advisor Representative
I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – or would one day like to retire, please take the time to explore our website and the wealth of information we offer. I offer personalized, hands-on service, and educate my clients about financial concepts and products. Let me help you take the mystery out of investing, insurance, estate conservation, and preserving wealth. Understanding the many challenges of retirement today and knowing the biggest concern for many is people outliving their money, I focus on money management, as well as other issues that are critical to your financial well being.
Company: New Century Financial Group
I am Melinda, your money mentor. I am a licensed financial coach for over 10 years and teach people about budgeting, life insurance, debt elimination, wills, living wills, durable power of attorney, term life insurance, annuities, investments, Mutual funds, college funds, Financial needs analysis, Financial planning, Financial advising. I am authorized to offer legalshield, ID shield, Vivint Smart home automation. We offer hope and opportunity to middle America. We are growing and expanding our business and looking for agents & business partners who can work with us to earn additional income and then transition into a full-time business. We offer leadership, mentorship and professional training. We do financial wellness workshops, Financial literacy, financial education.
Networking Chapter Location: Power Gals of Carrollwood
Maria "Puebly" Elizarraga
Service and sell life insurance, help people save and protect their money, prepare for retirement.
Company: Financial 1st Responders
Catherine Semidey Luna
Certified ProAdvisor for Intuit Quickbooks
Company: Intuit Qickbooks
I develop ongoing one-to-one partnerships with clients and take time to understand what's truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, I offer personalized financial planning advice and a range of product solutions. My focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life.
Company: Ameriprise Financial
Office Phone: 813-868-8749
Family Tree Financial Group is an Independent Financial Firm, consisting of a Team with nearly 70 years combined experience across multiple specialties. We are fully licensed in Florida and across the country. We work with your personal situation to create a customized approach tailored specifically to you. At FTFG, we don’t work for the insurance or investment companies….We work for our clients!
Company: Family Tree Financial Group