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- Trust & Estate Services2
- Education Funding Strategies1
Joseph Marotta is a senior financial advisor and CERTIFIED FINANCIAL PLANNER professional working out of the Florham Park, NJ branch for Merrill Lynch. Joe began his career in finance in 1997 working in the Capital Markets division for Thomson Reuters. By 2006 he began working with families and individuals to help them reach their financial goals, first at Wells Fargo Advisors and now at Merrill Lynch. Joe places an emphasis on wealth management strategies and utilizes a disciplined process in order to get a firm understanding of the client’s needs before making recommendations. He believes that taking the time to learn about a client’s specific needs is the best way to help them. Prior to his career in finance Joe proudly served his country as an officer in the U.S. Marine Corps.
Joe is a graduate of Villanova University and lives in Glen Ridge, NJ with his wife and their 3 children. In his spare time he enjoys carpentry and volunteers his time by participating in several charities that help financially disadvantaged students and veterans.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Joe follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
Villanova University, B.A. 1990
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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