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Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM), and has experience in banking, accounting, and franchising. She is the 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 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 girls, volunteering at her church and watching The Tampa Bay Lightning bring home the Stanley Cup!!

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220 Pine Ave. N, Suite A, Oldsmar, FL
Business Keywords
Financial Planning, Retirement, Education Planning, Tax Strategies, Estate Planning, Life Insurance, Disability, Long-Term Care, Traditional IRA, Roth IRA,
ZIP Code
United States