Regional Vice President
I turn financial chaos into clarity. My mission is to make finances fun and to educate and empower families.
Company: Diamond Financial
Preferred networking location: St. Petersburg
Best way to contact me: Phone
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.
Phone: (813) 267-3278
Address: 10008 N. Dale Mabry Hwy Ste 100, Tampa FL 33618
Preferred networking location: Temple Terrace
Best way to contact Angelique: 813 267-3278
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
Address: 220 Pine Ave. N, Suite A
Networking Chapter Location: Power Gals of Wesley Chapel
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.
Address: 10008 N Dale mabry hwy ste 100, tampa 33618
Networking Chapter Location: Power Gals of Carrollwood
Financial Advisor, CDFA | NMLS # 1790298
Company: The Bedard Group at Morgan Stanley
Phone: (352) 401-3822
Mobile: (717) 991-9952
Toll-free: (800) 237-1700
Best way to contact me: Call or text 717-991-9952
Mariah understands that financial planning looks a little different for everyone. This is why she and her team believe in a comprehensive approach, not just planning for the distant future, but also for the things that are important to you here and now. They will help you identify your goals, find any gaps you may have, and create a plan to achieve the things that truly matter to you. She and her team do this by utilizing generational wealth management strategies and properly implemented insurance plans.
Mariah is also fluent in American Sign Language and has made it a part of her team's mission to help as many people within the Deaf Community as possible. She strongly believes everyone should have full access to their own personalized financial plan. She can help answer questions you may have regarding your Investments, Work Benefits, Insurances, Credit Cards, Tax Strategies, Retirement plans, and more. Reach out to schedule your consultation.
Company: Financial Planning - Opta Financial
Schedule an appointment with me: https://calendly.com/optafinancial-mpeaster
Networking Chapter Location: Brandon
Justina Jessie Reid-Nelson
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
Preferred networking location: New Tampa
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: Jackie Bennett Financial Group
Drive Planning is a private investment company. Looking to help you Keep More, Make More and Live More.
Company: Drive Planning
Address: 715 Peachtree NE Suite 100-200 Atlanta, GA 30308
Preferred networking location: St Petersburg
Best way to contact Kara: email, phone, text or LinkedIn