
Joseph MarroccoJoseph Marrocco, AIF®Executive DirectorWealth Advisor
About 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

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now