From Successful Business to Personal Financial Security: A Wealth Management Road Map for Entrepreneurs and Their Families (Paperback) (ISBN-13: 9780615959221)

Derek Mohamed helps a select group of successful individuals and families understand and answer the great questions of their financial lives. As a Wealth Advisor at UBS Financial Services in the greater Boston area, Derek and his team employ a 5-step consultative wealth management process to help address his client's most pressing financial challenges. He uses this consultative process to gain a detailed understanding of his client's deepest values and goals and then employs customized solutions designed to address each client's unique needs. Derek has been a Wealth Advisor at UBS since 2007. During this time, he has successfully built an expert team to help address his affluent client's biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets aren't unjustly taken, and charitable giving. Successful individuals and families work with Derek to: - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Obtain an independent second opinion from a top financial advisor in their community. -Make smarter decisions in today's uncertain political, economic and social environment. -Integrate their team of advisors and Derek's expert team to streamline and optimize the financial decision-making process Prior to working at UBS, Derek spent eight years as a Wealth Advisor at Morgan Stanley. A Summa Cum Laude graduate from Assumption College, Derek also earned the designation of Chartered Retirement Planning Counselor (CRPC(R)) from the College for Financial Planning and is an Accredited Asset Management Specialist (AAMS). When he's not helping his clients solve their financial challenges, Derek enjoys spending time with his family - wife Nicole, and children David, Bella, and Zachary. Derek enjoys hiking and other outdoor activities and is actively involved in coaching his oldest sons' ice hockey team. Derek is also passionate about health and fitness, and has been competing in Crossfit for the last 5 years. He is the only man in the world to have competed in every team competition at the world Crossfit Games, and was part of a team (Team Crossfit New England) that won the world championship in 2011.