A complete list of active advisors currently associated with Unified Wealth Management LLC

Warmer can help you find a great advisor at Unified Wealth Management LLC or one who fits your needs even better.

Unified Wealth Management provides comprehensive financial planning and portfolio management to individuals (including high-net-worth clients), businesses, trusts and nonprofit organizations, delivering advice on retirement, tax, estate and investment matters. The firm manages roughly $151 million in client assets across several hundred accounts and implements strategies using ETFs, mutual funds and individual equities. The firm operates as a fiduciary and emphasizes a documented, client-specific process that evaluates personal, professional and business objectives to produce an Investment Policy Statement and tailored asset allocation. Its investment work draws on fundamental analysis, modern portfolio theory and technical tools to build diversified portfolios, with ongoing monitoring and quarterly reporting and largely discretionary trading for client accounts. The brochure discloses several outside-business affiliations that are less common among peers, including a formal connection to a local CPA firm and multiple insurance distribution roles and entities (including agency relationships with insurance carriers and an insurance-related LLC), with representatives noting modest portions of compensation tied to those activities and limited monthly time commitments. The firm also identifies specialized operational arrangements—such as recommending a separate custodian for captive insurance accounts—and discloses these relationships and potential conflicts of interest so clients can decide whether to use the affiliated services.

To learn more about the advisors currently working at Unified Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nermine Bolos	Oldsmar, FL	8
Zachary Hobby	Oldsmar, FL	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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