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Financial Services

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Amanda Murphy

Vice President, Investments

For me clients are more than just clients, they are family.  As you go through the many stages of life; from marriage to childbirth, saving for children’s college, their marriages and children being born, retirement, and end of life, I am there with you.  Whether you are looking to start your investing, generational wealth planning or charitable giving I can assist you by focusing on your needs and personal desires.  Together we can plan for your best life!

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Business Name: Raymond James

Phone: (727) 359-2007

Email:  amanda.murphy@raymondjames.com

Website: Amanda Murphy - Trinity, FL

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

Best way to contact: Phone or Email

Home Chapter: Trinity

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Membership Expiration Date: November 30th, 2025 
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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 

Best way to contact me: Phone

Home Chapter: Brandon

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

Best way to contact me: Text or Email 

Home Chapter: Carrollwood Mixer

Member Discount Offered: 20% discount on fee-based account Program Fee at all AUC levels.

Membership Expiration Date: September 17th, 2025
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Dana Harris

Licensed Risk Advisor 

I'm Dana Harris, and I'm dedicated to transforming the way families approach long-term care and wealth building for children. I design comprehensive care strategies that ensure quality, dignified support for our loved ones while also easing the burden on families. My focus is on creating sustainable solutions that not only address immediate care needs but also pave the way for intergenerational prosperity.

I work directly with families to develop tailored long-term care plans that adapt as needs evolve. At the same time, I'm passionate about empowering children with the financial tools and education they need to build lasting wealth. By integrating innovative financial initiatives with practical care solutions, I strive to create a future where both our elders and our youth thrive.

Being featured in the Power Gals Directory is an honor, and it fuels my commitment to help others secure a robust financial and care legacy. Together, we can build a future where care and wealth go hand in hand for every family.

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Business Name: New York Life

Phone:  (813) 825-7575

Email:  dmharris01@ft.newyorklife.com

Best way to contact me:  Phone, Text, or Email

Home Chapter:  Wesley Chapel

Membership Expiration Date: February 21st, 2026
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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

Best way to contact me: info@vilardifinancial.com

Home Chapter: Trinity

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==

Best way to contact me: Call or Text

Home Chapter: Cheval

Membership Expiration Date: November 11, 2025
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Lisa Gonzalez 

Mortgage Loan Originator and Financial Services

Mortgage Loan Originator based in Wesley Chapel helping Tampa Bay buyers navigate home financing process with clarity and care. Whether it is your first home or fresh start, I make the loan fit the life. Mortgage Solutions with a Personal Touch!​​

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Business Name: Primerica 

Phone:  (813) 502-3059

Email:  lisagonzalez@primerica.com

Website:  https://Primerica.com/lisagonzalez

Best way to contact me: Phone

Home Chapter: Land O Lakes 

Membership Expiration Date: May 15th, 2026
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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

Best way to contact me:   Phone or Email

Home Chapter:  Port Richey

Membership Expiration Date: October 19th, 2025 
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Melinda Turner

Regional Vice President

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 Financial Services

Phone: (727) 858-0709

Email:  moneymakingmelinda@gmail.com

Website: http://primerica.com/bryanturner

Home Chapter:  Carrollwood 

Membership Expiration Date: March 8th, 2026 
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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

Best way to contact me:  Phone or nadja.davidson@duvallfinancialgroup.com

Home Chapter: Palm Harbor

Membership Expiration Date: August 2nd, 2026 
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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 working 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.  Most recently, Nermine was voted in the top 10 Financial Advisors in Tampa's Best Of The Bay 2024! 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

Home Chapter: Westshore

Membership Expiration Date: July 10th, 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

Best way to contact me: Text 

Home Chapter: St. Pete

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Membership Expiration Date: August 26th, 2025
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