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MEMBER PROFILE

 

Derek Mohamed

Mohamed Merola Private Wealth at J.P. Morgan

 

Member profile details

Membership level
Greater Boston Sponsor
First name
Derek
Last name
Mohamed
Title
Managing Director, Wealth Manager
Company
Mohamed Merola Private Wealth at J.P. Morgan
 

CONTACT INFORMATION

City
Wellesley
State
Massachusetts
 

PROFILE INFORMATION

Call me when
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CPWA (Certified Private Wealth Advisor), CRPC (Certified Retirement Planning Counselor), AAMS (Accredited Asset Management Specialist)
In Business Since
1999
Website
https://wealthpartners.jpmorgan.com/boston-(wellesley)/mohamed-merola-private-wealth
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