Who is Nakiim Bey and some of his thoughts? 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.
Mr. Bey possesses strong communication skills and approaches legal strategies with the necessary level of understanding and respect that clients deserve. Mr. Bey prioritizes creating strong client relationships and customer satisfaction. He builds lasting relationships with those looking for wealth building services. If you are looking for private wealth management in New York, Mr. Bey has the skills you need and the experience & knowledge to address a variety of financial, and legal concerns. His practice focuses on properly recognizing the client’s needs and implementing an appropriate strategy in an effective and efficient manner to build and preserve wealth.
Experience You Can Trust! At Woodberry Wealth Management & Associates, we strive to become the leading wealth management firm in New York. Our unique blend of skills and services allow us to fully protect and grow the wealth of our clients. We work with a skilled team of licensed attorneys, accountants, tax professionals, licensed insurance agents, and financial advisors. Whether you need a brief financial check-up focused on a few specific areas, or a long-term relationship for ongoing investment management and financial advice, we can help you get on track, and promote substantial financial growth.
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. Read additional information on Nakiim Bey.