Derek Mohamed

Derek Mohamed

Managing Director, Wealth Manager
Wellesley, MA
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2018-2022

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Derek Mohamed

Managing Director, Wealth Manager
Wellesley, MA
  • Wealth Management Experience: Since 1999
    Derek Mohamed is a Managing Director and Wealth Manager with First Republic Private Wealth Management. Prior to joining First Republic in 2023, Mr. Mohamed served as a Managing Director and Wealth Management Advisor at Merrill Lynch, UBS and Morgan Stanley. He has over two decades of experience helping successful families — including many CEOs and business owners — make smart decisions with their money. As the founding partner of the Mohamed-Merola team, he has modeled the practice after how family offices work with the world’s wealthiest families. Mr. Mohamed is very active in his community. He has been a volunteer youth hockey coach for many years and also supports a number of educational institutions and nonprofit organizations, such as Boys & Girls Clubs of MetroWest, the Navy Seal Foundation and Grace Church. He is also a proud and active member of YPO (Young Presidents’ Organization).
  • Professional Designations
    He holds the professional designations of Certified Exit Planning Advisor, Accredited Asset Management Specialist®, Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor℠.
  • Education
    Mr. Mohamed graduated summa cum laude from Assumption University with a bachelor of arts degree in economics. He has also attended the College for Financial Planning, the Investments and Wealth Institute and the Exit Planning Institute.
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