I originally started off college in a 8 year MD program and planned on being a doctor like the rest of my family but I had a real passion for finance so I switched 2 1/2 years into my program to pursue this passion. What I did love about medicine is that you got an opportunity to help others every day and make an impact. Financial Planning and Wealth Management was an opportunity to merge my passion for finance and helping others. Financial Planning means different things to different people depending on where they are in life and what they want to accomplish. I specialize in working with physicians, dentists and business owners due to my background and interests.

Drawing on over three decades of financial industry experience, Hany has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Having been through numerous market corrections and volatility, Hany serves as the close family advisor his clients rely on for an experienced perspective, thoughtful solutions and responsive service. His sincere approach to building long-term relationships and his genuine empathy has earned his clients’ confidence throughout all market conditions.

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!!