Professional

I have been serving my clients in multi-states in the financial services industry for over 15 years based out of Houston, Texas. I have dedicated my career to thoughtful, comprehensive financial planning for my diverse client base.

Prior to Northwestern Mutual, I served as an Agency Director at MetLife and upon the merger with Mass Mutual, took on the role of Managing Sales Director. As a Financial Advisor, I recently accepted the promoted role as a Field Director at Northwestern Mutual where I will not only serve my clients, but also direct the growth of the South Asian market for Houston. I intend to imbed the Northwestern Mutual culture of serving the community with education, development, implementation and promotion of financial programs that provide thoughtful, and diverse products and strategies for my client's.

I focus on wealth management, asset protection, profit sharing, defined benefit retirement plans and special needs planning. I am well-versed in all aspects of qualified and non-qualified plans, including 401k, 403b, 457, KEOGH, Roth IRA, and SEP plans.

Professional Honors

  • Million Dollar Round Table (MDRT) in recognition of exceptional financial knowledge and outstanding client service (2003 to 2016 with MetLife)
  • National Association of Insurance and Financial Advisors (NAIFA)(2003 to 2016 with MetLife)
  • MetLife Chairman's Council (2015)
  • MetLife President Conference (2010 to 2014)
  • MetLife Leaders Conference (2003 to 2009)

Omar Saeed, LUTCF®

Financial Advisor

 

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