Derek Mohamed

Wealth Manager, J.P. Morgan Wealth Management
Wellesley, MA
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2018-2022

Forbes/SHOOK Top Wealth Advisors (04/04/2023, data as of 06/30/2022); (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Derek Mohamed

Wealth Manager, J.P. Morgan Wealth Management
Wellesley, MA
  • Wealth Management Experience: Since 1999
    Derek Mohamed is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Mohamed joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management,, Mr. Mohamed was a Managing Director and Wealth Manager at First Republic and 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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