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
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowThe next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowWhere to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now