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Financial Services

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Angelique Powell

Representative

I assist clients with their financial planning to include providing term life insurance, a complimentary financial plan to help save money and eliminate debt, referral program for legal services, wills, auto and homeowners insurance and Vivint Smart Home Automation.

Business Name: Primerica

Phone:  (813) 267-3278

Email:  APOWELL.86BLF@PRIMERICA.COM

Website:  http://www.primerica.com/angiepowell 

Address:  10008 N. Dale Mabry Hwy Ste 100, Tampa FL 33618

Preferred networking location:  Temple Terrace

Best way to contact Angelique:    813 267-3278

Membership Expiration Date: October 14th, 2024 
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Debbie Rioux 

Regional Vice President

I turn financial chaos into clarity. My mission is to make finances fun and to educate and empower families.

Business Name: Diamond Financial

Phone:  248-980-2357

Email:   debrioux@yahoo.com

Website:   https://www.primerica.com/debbierioux

Preferred networking location: St. Petersburg

Best way to contact me:   Phone

Membership Expiration Date: November 27th, 2024 
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Jacqueline Bennett

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.

Business Name:  Jackie Bennett Financial Group

Phone:  806-236-3113

Email:   jbennett@ncfg.com

Website: https://www.jackiebennett.com

Membership Expiration Date: May 12th, 2024
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Leah Hall

Financial Advisor, CDFA | NMLS # 1790298

Business Name:  The Bedard Group at Morgan Stanley

Email:   Leah.Hall@morganstanley.com

Phone: (352) 401-3822

Mobile: (717) 991-9952

Toll-free: (800) 237-1700

Website: Leah Hall, CDFA™ | Ocala, FL | Morgan Stanley Wealth Management

Best way to contact me: Call or text 717-991-9952

Membership Expiration Date: April 10th, 2025
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Lori Smith 

LIFE Insurances Agent

Helping Family's in need. 

Business Name: Primerica

Phone:  727-495-3396

Email:   ljsrunaway@gmail.com

Website:  https://livemore.net/Lorismith

Preferred networking location: New Port Ritchey 

Best way to contact me:   Phone or Email

Membership Expiration Date: October 19th, 2025 
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Mayra De La Torre

FINANCIAL PROFESSIONAL & INSURANCE AGENT

Life insurance, Income protection, Fixed annuity for retirement, Long term care.

Business Name: New York Life

Phone:  407-243-7951

Email:   mdelatorre@ft.newyorklife.com

Website:  https://www.newyorklife.com/agent/mdelatorre

Preferred networking location: Lutz

Best way to contact me:   Phone

Membership Expiration Date: March 7th, 2025
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Melinda Turner

Financial Consultant

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. 

Business Name: Primerica

Phone: 727-858-0709

Email:  moneymakingmelinda@gmail.com

Website: http://primerica.com/bryanturner

Address: 10008 N Dale mabry hwy ste 100, tampa 33618

Networking Chapter Location: Power Gals of Carrollwood 

Membership Expiration Date: March 8th, 2025 
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Monica Velez 

Regional Leader

Our mission is to help families earn more income, become properly protected, debt free and reach financial independence. We specialize with IRAs, 401(k)S, insurance and investments.

Business Name: Primerica

Telefono:  727-277-9688

Email:    monicavelez78@gmail.com

Website:  http://livemore.net/mvelez

Preferred networking location: Palm Harbor 

La mejor manera para contactarme: Direct Line 727-277-9688

Membership Expiration Date: November 27th, 2024 
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Nermine Bolos

Investment Advisor Representative/Financial Planner

Nermine Bolos is a Financial Planner and Investment Advisor Representative with Unified Wealth Management (UWM). She has lived in the Tampa Bay area for almost 20 years and has experience in banking, accounting, insurance, 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. As a financial planner, Nermine 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 spending time with her husband and their four daughters, volunteering at her church ministry programs and watching The Tampa Bay Lightning bring home the Stanley Cup!!

Business Name:  Unified Wealth Management

Phone:  813-569-9740

Email:   nbolos@unifiedwm.com

Website: https://www.UnifiedWM.com

Address: 220 Pine Ave. N, Suite A

Networking Chapter Location: Power Gals of Westshore and Power Gals of Lutz

Membership Expiration Date: July 10th, 2025 
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Nikie Head

Owner

I am a virtual Bookkeeper on a mission to help small businesses level up through financial clarity.

Business Name: A. Head Business Services LLC

Phone:  352-834-1448

Email:   nikie@aheadbusiness.net

Website: https://www.aheadbusiness.net/getting-ahead

Preferred networking location: Dade City

Membership Expiration Date: April 5th, 2025
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Valerie Gomes 

Financial Professional

Tax Free Retirement/ Family Bank/ Million Dollar Baby / Life Insurance and Annuities.

Business Name: World Financial Group

Phone:  (203) 219-1673

Email:  valerie.wfg.gomes@gmail.com

Website:   http://www.wfgconnects.com/valeriegomes

Preferred networking location:  St Pete/ Pinellas Park

Membership Expiration Date: August 16th, 2024
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