CONNECT

Address:

Atlanta Financial Center, 3343 Peachtree Rd #1850,
Atlanta, GA 30326
Our Satellite Office in Buckhead

7421 Douglas Blvd, Suite 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

About Hakeem J. Webb, MSFS

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Hakeem J. Webb, MSFS
 

CAREER HIGHLIGHTS 

 
Senior Investment Adviser, NCFA, Inc. Metro-Atlanta, GA, Danbury, CT
Present - Retirement plan specialist, Asset management, Private wealth management
  • Responsible and accountable for building productive relationships with existing defined contribution (DC) plan participant base and prospective customers.

  • Responsible for (DB) and (DC) retirement plan design and solutions

  • Assess economic trends

  • Assess global equity markets and their trends

  • Monitor investments in client portfolios with expertise in the following industry sectors; financial, technology, and health care

  • Prepare investment analysis reports for clients

  • Recommend investment strategies for clients; retirement plan sponsors,  high net worth individuals and small - to - mid size  businesses

Branch Manager, CFD Investments & Creative Financial Design, Waterbury, CT  

June 2006 - April 2009 - Retirement plan specialist & Asset management

  • Supervised and trained several independent financial advisors on branch policies & procedures

  • Trained advisors to build and retain relationships with plan sponsors. Specifically defined benefit (DB) & defined contribution (DC) plans.  For start-up companies and existing plans with upto $50 million in assets

  • Completed compliance reporting daily for each advisor and prepared for semi-annual and annual audits

  • Managed and processed work flow between advisors and clients

  • Developed extensive branch growth strategies for recruiting and acquiring advisors and/or offices

  • Active producer - see above duties

Financial Network Investment Corporation/ING, New York, NY & Waterbury, CT

February 1998 - May 2006 - Retirement plan specialist & Wealth management

  • Responsible and accountable for building and retaining productive (DC) plans with small/mid size businesses and supplemental retirement plans in the k-12 & higher education 403(b) market place.

  • Was the independent investment advisory representative to ING/USFS top 5 NorthEast retirement plan reps, formerly Aetna representatives.  My primary role was to provide holistic, advice based guidance. This included access to over 10,000 clients on their retirement, non-retirement, brokerage and cash management accounts.

  • Conducted company and mutual fund research

  • Suggested diversified client portfolios

  • Advised clients on portfolio performance and changes on a quarterly basis

  • Conducted regular portfolio reviews

  • Designed and implemented asset allocation programs and strategies for client portfolios

2002  I was promoted to OSJ Branch Manger

  • As Branch Manager I opened two offices, a financial planning office in Danbury, CT and a Wealth Management office on Wall Street, 60 Broadway, NY.

  • As Branch Manager I was responsible for and supervised 11 independent advisors

  • Business Branch Development - Developed a proprietary 403(b) retirement prospecting and selling system for k-12 school districts, colleges and universities. Resulting in access to 21 school districts, 2 colleges and several non-profit institutions

 EDUCATION & QUALIFICATIONS

With over 20 years of experience in various positions in the financial services industry Hakeem J. Webb has extensive knowledge of all aspects of  investing, asset management, retirement plan design and portfolio management.

Education:

  • Masters of Science degree in financial services, 2007

Designations & Licenses:

  • Certified Funds Specialist® (CFS®)
  • Certified Annuity Specialist® (CAS®) 
  • Certified Income Specialist (CIS™)
  • Board Certified Fund Specialist (BCM) 
  • Retirement Income Specialist (RIS)
  • License: Life & Health, Series 6,7,63,65,24
PERSONAL
 
He is  a lifetime member of Full Gospel Businessmen International;  he served on the IBF Standards Committee; former loan committee member of Waterbury Economic Development Corporation; and former Economic Development Chair for NAACP State Conference Connecticut;