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.1
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
1 SHOOK considered advisors born in 1980 or later with a minimum four years’ relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records and firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.
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