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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.

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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, 2025 
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CC Anthony

Financial Advisor

Financial Advisor serving the Tampa Bay area | Financial strategies designed for women, by a woman | Family Wealth Advisor | Retirement | Insurance | Estate Considerations | Business Retirement Plans | Education Savings.

 

Helping others has always been my passion and purpose. I entered financial services to make a real impact, especially for women who deserve to own their financial future. At Edward Jones, we provide personalized investment strategies designed for your unique journey. With expert support and cutting-edge technology, we empower women to secure their retirement, grow their wealth, and build a lasting legacy. My practice also focuses on military clients and self-employed physicians, inspired by my background of growing up with doctors and a deep connection to veterans. I bring a unique blend of expertise—degrees in culinary arts management, finance, instructional technology, and a doctorate in organizational leadership—paired with a passion for guiding women to financial freedom. Outside the office, I live boldly, competing in CrossFit and running races, while balancing family, travel, and faith. I'm all about embracing challenges and celebrating victories. If you’re ready for a strong, committed partner in your financial journey, let's connect.

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Business Name: Edward Jones

Phone:  813-964-0816

Email:  cc.anthony@edwardjones.com

Website: https://www.edwardjones.com/cc-anthony

Social Media:  Linkedin

Preferred networking location:  Odessa

Best way to contact me:    Love a text or email!

Membership Expiration Date: September 17th, 2025
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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.

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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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Jennifer Vilardi 

Owner - Licensed Agent

We are a full service financial company. Vilardi Financial partners with other financial businesses to suit all your needs. From Insurance, CPA, Trust Attorney, HR/Paryoll Services, Mortgage, Title Co., Real Estate and more.

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Business Name:  Vilardi Financial Center

Phone:  352-585-3011

Email:   jennifer.vilardi@vilardifinancial.com

Website: https://www.vilardifinancial.com

Social Media:   https://www.facebook.com/vilardifinancialcenter

Preferred networking location: Trinity 

Best way to contact me: info@vilardifinancial.com

Membership Expiration Date: August 27th, 2025
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Jo Balzano-Gray

Regional Vice President

24 years experience helping families and business owners create, navigate and execute their long and short term financial goals through education.

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Business Name:  Primerica Financial Services

Phone:  813-391-4983

Email:  jbalzanogray@primerica.com

Website:  https://therealhowmoneyworks.com/us/jobalzano-gray

Social Media:  https://www.instagram.com/jobalzanogray/profilecard/?igsh=MTM1cHp4c3ByOTlqeQ==

Preferred networking location: Cheval

Best way to contact me: 813-391-4983 call or text

Membership Expiration Date: November 11, 2025
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Lori Smith 

LIFE Insurances Agent

Helping Family's in need. 

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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.

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Business Name: New York Life

Phone:  407-243-7951

Email:   mayradelatorre@me.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. 

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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.

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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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Nadja Davidson

Wealth Strategist

Infinite Banking

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Business Name:  Nadja Davidson

Phone:  727-729-0478

Email:   threedavidsons@msn.com

Social Media: https://www.facebook.com/nadja.davidson.1?mibextid=LQQJ4d

Networking Chapter Location: Palm Harbor

Best way to contact me: Phone: 727-729-0478 or nadja.davidson@duvallfinancialgroup.com

Membership Expiration Date: August 2nd, 2025 
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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!!

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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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Susie Graybill

Financial Professional

I educate people and show them how to grow their money in a way that they don't have to give half of it back in taxes. I also educate on how to grow, save and protect their money.

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Business Name: Revolution Financial

Phone:  813-277-8370

Email:   sueg383@gmail.com

Website: https://www.susiesfinancial.com

Facebook:  https://www.facebook.com/susiegraybill729

Preferred networking location: Tampa/Sarasota

Best way to contact me:  813-277-8370

Membership Expiration Date: May 16th, 2025
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Valerie Gomes 

Financial Professional

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

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Business Name: Transamerica Financial Advisors

Phone:  (203) 219-1673

Email:  valerie.wfg.gomes@gmail.com

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

Preferred networking location:  Pinellas Park

Best way to contact me: Text 

Membership Expiration Date: August 16th, 2025
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