The climb of a wealth management professional : Nakiim Bey? Nakiim Bey specializes in wealth management, estate planning, business entity setup such as; corporations, LLCs and S. Corp. Also financial analysis while providing financial consultation for framing asset protection strategies, and estate & wealth planning. He develops financial strategies by guiding clients to establish financial targets, and matching goals with situations regarding appropriate insurance and annuity plans. His business model is aligned with strong ethical values and consults client regarding advantages and risks of using financial tools for wealth building and asset protection.
Nakiim Bey is a Registered Insurance & Annuity Broker and Financial Consultant with 17+ years of progressive experience in maintaining profitable relationships with clients while maximizing investment strategies designed to achieve financial goals. He is skilled at understanding clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement / estate planning in order to evaluate risk tolerance.
Nakiim Bey has a BA in Social Sciences, Professional certifications from Cornell University,LIR School; Executive Leadership,negotiations,coaching. University of Cambridge, Sustainability Leadership, Diversity, Innovation. Harvard Business School;Disruptive Strategy. Currently enrolled in the University of London Post Graduate LLM External Law program-International Business Law. Nakiim Bey is a member of the ABA, American Bar Association,Metropolitan Black Bar Association, National Association of Professional Agents, National Association of Tax Professionals.
Nakiim Bey is the founder of Woodberry Wealth Management & Associates. Mr. Bey began his professional journey as a paralegal at Sullivan & Cromwell and White Case Law Firm. He worked in the litigation department on the Enron Case, and the Ben Laden case regarding probate findings. Mr. Bey worked as a contract paralegal for eight years. When the economic recession hit, Bey fought back by starting anew in the financial industry while establishing his own business.
Our objective is to help our clients manage, grow, and protect their assets. Our clients include individuals, families, and corporations. We demonstrate a high level of professionalism and integrity by delivering top-level services and strategy plans. We understand the complexities involved in managing financial affairs. We offer innovative and personalized solutions for our clients, with a variety of wealth management and legal protection services. With over 15 years of experience, we ensure high-quality solutions while maintaining your confidence, protection, and privacy.
Mr. Bey is a qualified legal associate and has served extensively as a case manager and contract paralegal in litigation and corporate law. He is skilled with legal terminology & research techniques to prepare accurate legal documents. He demonstrated strong written, and oral communication skills, while delivering high-quality work under tight time constraints. Over the past few years, Nakiim has handled heavy case loads and assisted with all aspects of the litigation lifecycle from inception through appeal. Find even more info at Nakiim Bey.