Unified Wealth Management LLC

Nermine Bolos is a financial advisor with Unified Wealth Management LLC in Oldsmar, Florida, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Trinity Angels, W&S Brokerage Services, Western & Southern Life, and Primerica. Outside of her advisory work, she serves as an ambassador for the Greater Pasco Chamber of Commerce and co-leads the Westshore Chapter of the Power Gals Networking Group, a professional women's networking organization. Unified Wealth Management LLC provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporations, trusts, nonprofits, and businesses. The firm follows a fiduciary standard and employs a client-specific planning process, managing diversified portfolios primarily on a non-discretionary basis.

Zachary Hobby is a financial advisor with Unified Wealth Management LLC in Oldsmar, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at DiMarco & Associates CPAs and Mutual Trust Company of America Securities. Outside of advisory work, he serves as Director of Operations at a CPA firm and owns a consulting LLC. Unified Wealth Management LLC provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporations, trusts, nonprofits, and businesses. The firm emphasizes a fiduciary, client-specific planning process and manages diversified portfolios primarily on a non-discretionary basis.