Financial Services

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Tara Smith

Client Engagement Manager

Covers all Financial Needs of any small business or individual needs. 

Company: BJM Group

Phone:  678-737-7905

Email:  tsmith@bjmgroup.com

Website: https://www.bjmgroup.com

Preferred networking location: Trinity

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Leah Bedard | Executive Member of Power Gals

Financial Advisor

Company: Morgan Stanley

Office Phone: 717-730-1830

Mobile: 717-991-9952

Email: Leah.Bedard@MorganStanley.com

Website: https://advisor.morganstanley.com/leah.bedard

Preferred networking location: Palm Harbor

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Nikie Head

Owner

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

Company: A. Head Business Services LLC

Phone:  352-834-1448

Email:   nikie@aheadbusiness.net

Website: N/A

Preferred networking location: Dade City

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Justina Jessie Reid-Nelson | Executive Member of Power Gals

Owner

Build your finances with a company that helps you to get out of debt, reach your financial goals & move forward with confidence. Providing the tools, knowledge & support needed to create a legacy.

Company: A1 Credit Source

Phone:  912-429-6606

Email:   n.jessie9717@gmail.com

Website: https://linktr.ee/JRNelson

Preferred networking location: New Tampa

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Mariah Peaster | Executive Member of Power Gals

Financial Representative

Providing a holistic approach to Financial Planning by not just planning for the distant future, but also for the things that are important to you here and now.

Company: Northwestern Mutual

Phone:  813-720-8799 

Email:  mariahpeaster@gmail.com

Website: https://mariahpeaster.nm.com

Address:   8800 Grand Oak Circle Suite 670, Tampa, FL 33637

Networking Chapter Location: Riverview 

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Sandra Strickland

Financial Services Professional

Financial Services

Company:  Legacy Wealth Partners

Phone:  (919) 539-5529

Email:  cstrickland@financialguide.com 

Address: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609 

Website: Legacy Wealth Partners

Networking Chapter Location: St. Petersburg 

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Jacqueline Rivas 

Financial Literacy Coach

The UCES Protection Plan was designed to support your financial opportunities by implementing positive habits to create and maintain a strong financial future. Our unique collection of services have been carefully selected to provide protection and opportunity over the many aspects of your finances- all combined into one easy-to-use system. Some of these services include credit restoration, credit builder & monitoring, identity theft protection, debt payoff and more!

Company:  United Credit Education Services

Phone:  727-241-9165

Email:   coachjackyrivas@gmail.com    

Website:    www.ucespp.net/jrivas2

Networking Chapter Location: St. Petersburg 

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Nermine Bolos

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

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 Wesley Chapel

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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.

Company:  New Century Financial Group

Phone:  806-236-3113

Email:   jbennett@ncfg.com

Website: https://www.jackiebennett.com

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Melinda Turner | Executive Member of Power Gals

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. 

Company: 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 

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Nicolle Lloyd

Owner/CEO

Legacy Solutions CPA is a local CPA firm specializing in tax preparation, planning and accounting services. The firm is owned/operated by Nicolle Lloyd, a Certified Public Accountant, with a Masters Degree in Accounting and 10 years of experience in the industry. Nicolle enjoys one-on-one relationships with clients for individual or business tax return preparation and planning. Certifications: Certified Public Accountant Quickbooks Proadvisor Platinum

Company:  Legacy Solutions CPA

Phone:  813-753-1420

Email:   nicolle.lloyd@legacysolutionscpa.com

Website: https://www.legacysolutionscpa.com

Address: 10668 New East Bay Road, Riverview, FL 33534

Networking Chapter Location: Power Gals of Westshore