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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now