Joseph MarroccoJoseph Marrocco, AIF®
Executive Director
Wealth Advisor

"I bring 30 years of strategic wealth management experience to coordinate the entirety of each client’s financial life."

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.



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