Derek Mohamed
Wealth Management Partner
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Derek Mohamed is the Managing Director and Wealth Manager of First Republic Private Wealth Management and a partner of Crews and co. First Republic Wealth Management develops wealth management strategies that address your complete financial picture. First Republic clients work with a single wealth advisor who coordinates a team of banking, investment management, trust, and brokerage professionals who work together and with you to best address your unique situation.

Derek is a highly credentialed Wealth Management Advisor who has extensive experience assisting business leaders and entrepreneurs with the complexities of illiquidity, M&A transactions, life-changing liquidity events, and other unique challenges. He holds numerous professional designations, including CEPA, CPWA®, AAMS®, and CRPC®, and he has been named to the prestigious Forbes “Best-in-State Wealth Advisors” list several times.

Derek is also passionate about health and fitness and won the world championship as part of Team CrossFit New England at the 2011 CrossFit Games. He holds a degree from Assumption College and has trained at the College for Financial Planning and Investments and Wealth Institute.

Experience

  • Over the last 20 years, Derek has successfully built an experienced team to help address affluent clients’ biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, helping to ensure that their assets aren’t unjustly taken, and charitable giving.
  • A longtime Crews & co. client, Derek generated over 200% growth in his own company, Mohamed-Merola Wealth Management, in just five years.

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The Growth Method is a full-business operating system designed for scale. Don't just run a good business—grow a great one.

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