Derek Mohamed

Wealth Manager, First Republic Investment 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, First Republic Investment Management
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.
Email me
Check the background of the firm and its investment professionals on .

Team Connections