Mr. Deygoo joined First Republic in 2017 after nine years with Merrill Lynch Wealth Management as a Senior Financial Advisor. In his capacity, Timothy provides clients with comprehensive financial planning, including portfolio management, tax minimization strategies, retirement analysis and trust and estate planning, as well as specializing in corporate, solo and nonprofit retirement plans. His clients consist of high net worth families, entrepreneurs and their businesses.
His work has led him to be recognized on the 2018 Forbes Top Next-Gen Wealth Advisor and 2019 Best-in-State Next-Gen Wealth Advisor lists in New York.
Mr. Deygoo is a graduate of New York University’s Stern School of Business where he obtained his degree in Finance and Organizational Behavior with a specialization in Entrepreneurship. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Wealth Management Experience: Since 2007
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