Taking care of your family and other people in your life
- 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
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 588931
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management 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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.