Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joseph Marotta is a 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.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Villanova University, B.A. 1990
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 588931
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.