Joseph MarroccoJoseph Marrocco, AIF®Executive DirectorWealth Advisor
LinkedInAbout Joseph
Joseph Marrocco is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of The Marrocco Henriquez Group, he offers comprehensive advisory guidance to help address the financial requirements of a wide range of successful clients, including high-net-worth individuals and their families, corporate executives and business owners.
Joe brings 30 years of strategic wealth management experience to coordinate the entirety of each client's financial life. He takes a macro view of assets to identify ways in which to intelligently leverage these investments over time. Joe taps his direct access to the firm's global resources, and works seamlessly alongside outside advisors to deliver highly customized solutions for liability management, trust and estate planning, tax mitigation and philanthropic giving. He has strong capabilities to help navigate the uncertainties of liquidity events and the sudden wealth that often accompanies major life transitions.
Over the course of his 30-year career that has spanned several major financial institutions, Joe has acquired a differentiated background that sets the practice apart. Known for his responsive nature, he embodies the principal of delivering exemplary service. Joe co-founded The Marrocco Henriquez Group more than 20 years ago to integrate investment management with his planning skills. Together, the team moved from UBS to J.P. Morgan in 2018, drawn to the intellectual capital and quality research of one of the most renowned financial companies in the world.
A graduate of Boston College, Joe hold a B.A. in Economics. His interest in finance and the markets began as a student at BC while he interned at Merrill Lynch in Boston.
Joe is a native of the Boston area, and he enjoyed the opportunity to raise his three now-grown children in Duxbury before seeing them move on to college. Heavily involved in the community, he was a longtime President of the Duxbury Youth Hockey Association, and has coached hockey and lacrosse to students from kindergarten through high school over his years in Duxbury. In his free time, he likes to travel, much of it over the past years to lacrosse games at the University of Richmond and Georgetown University, where he could be found loudly cheering on his children.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now