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Your Team
Nadeem S. Salem, J.D., ChFC®
Financial Advisor
Jessica Perry
Director of Administrative Services
Our Planning Team
Strategic Alliances
Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
Through Eagle Strategies, Nadeem S. Salem, J.D., ChFC® can provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Nadeem S. Salem, J.D., ChFC® and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/18/22.)
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Nadeem S. Salem, J.D., ChFC® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council is an annual company recognition program based on agent production from July 1 - June 30.
Nadeem Salem has been a financial advisor since 1983. He concentrates his practice on wealth preservation planning, with an emphasis on wealth accumulation, retirement distribution planning, and investment management. He works primarily with business owners, retiring professionals, and other high-net-worth individuals. Nadeem’s focus since establishing Salem Financial Group is to create Sharia based investing for a growing and affluent Muslim clientele.
Nadeem established his practice in financial services directly upon graduation from The University of Toledo in 1982. He oriented his practice around business owners during the following eight years. In 1991 he decided to enter law school, based primarily on the emphasis he had in place on estate planning for his clients. He became licensed to practice law in the state of Ohio in May 1996, although he currently does not engage in the practice of law.
Nadeem’s special interest in making sure young people have a head start in their personal, professional, and financial lives, led him to establish “The Financial Foundation for the Future” program. Nadeem is confident that this program will prepare young people for the future by allowing them to work closely with a personal coach to deal with issues important to them as well as their parents.
Nadeem graduated from the University of Toledo in 1982 and from the University of Toledo School of Law in December 1995.
Nadeem has served as president of the Greater Toledo Association of Arab Americans (GTAAA); President of the Northwest Ohio American Arab Chamber of Commerce, legal advisor for the Islamic Center of Greater Toledo and has served as a member of the board of the Toledo Area Planned Giving Council. He is a member and past chairman of the St. Charles Hospital Foundation Board of Trustees. He is also the past chairman of the board of the Toledo Lucas County Port Authority. Nadeem is married to Nada and they have three children, Adam, Samantha, and Noah.
Nada and I are raising three great kids. Or should I say, they’re raising us? Samantha and Adam are the twins who are nothing alike and Noah is the baby of the family who never misses an opportunity to remind us of that.
I made the unfortunate decision years ago to be a fan of Detroit sports. Needless to say, I graduate from yelling at the T.V. to cowering in a corner when the Lions play, waiting for the disappointment, which tends to come quickly.
Being a proud American and equally proud of my Lebanese heritage, I have two favorite foods. As an American, Pizza does it (sorry Italy). One is not a true Lebanese unless you can crave a good Knafe’…Look it up.
I love all kinds of books, but I keep going to “The Prophet” by Khalil Gibran for motivation, life lessons and quotes to use in talks so that I can look smart. From a finance perspective, the best short read written and a time-tested winner is “The Richest Man In Babylon.”
Sadly, I am news junkie and watch and read and sometimes debate. When I think I overdid it, I cower in the corner watching the Detroit Lions, eating Knafe’ and reading Gibran for words of wisdom such as “don’t discuss politics and religion.” Those words aren’t there but they should be.
Jessica Perry is the newest addition to the Salem Financial Group office, joining our team in late October 2019. She works as an administrative assistant, and ensures that our clients receive the best service possible. Jessi received both her bachelor’s and master’s degrees through the University of Toledo. Prior to her employment at Salem Financial, Jessica worked as a Recreation Therapist where she would provide animal-assisted therapy to children and adults in local hospitals.
Meet Jessi! In her spare time, Jessi enjoys walking her dog, Rawlings, and hanging out by the pool and soaking up whatever Ohio sunshine she can! Her favorite binge-worthy series of all time is Golden Girls; a real classic in her eyes, and it pairs perfectly with a big bowl of popcorn and a bag of Peanut M & Ms. Her weekly ritual is to get tacos and margaritas with family and friends at their favorite local spot. Jessi would love to travel to Croatia one day and explore the Mediterranean.