Financial Services
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
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
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
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
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
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
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
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
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
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
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
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
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