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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Joseph DeMarzo
Senior Vice President, Wealth Management Advisor
NMLS #799681
100 Campus Drive
Floor 03
Florham Park NJ 07932
(973) 301.7760
(973) 301.7760
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
| Joe has been with Merrill since 2006. He began his career learning the business from the ground up, starting in the Operations area where he developed a deep understanding of Merrill’s extensive resources and how to leverage them to serve clients effectively. Building on that foundation, Joe transitioned to become a Financial Advisor. Joe is passionate about helping families, individuals, and business owners simplify the complexities of their financial lives. He partners with a team of Merrill specialists to provide personalized strategies based on risk tolerance, time horizon, liquidity needs, and overall investment goals. His expertise spans long-term financial planning, trust and estate services, insurance solutions, and retirement strategies. Additionally, Joe assists clients with access to banking services, home financing, and credit through Bank of America, N.A., ensuring a comprehensive approach to achieving financial goals. Known for his thoughtful and client-first approach, Joe takes pride in building lasting relationships and delivering clear, actionable guidance. His ability to listen, understand unique circumstances, and craft tailored solutions has earned him the trust of those he serves. Joe and his wife Lauren live in Madison, NJ with their two children, and he is proud to be a fourth-generation Madison resident. He earned his Bachelor of Science degree from Fairfield University in 2005 and a Master of Business Administration from Seton Hall University in 2010. Outside of work, Joe serves as the head coach of the Madison Jr. Football Varsity team, volunteers as an Auxiliary Patrolman for the Madison Police Department, and is a devoted fan of New York Giants football. |
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| To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com NMLS ID - 799681 |
| I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. |
About Me
Philosophy
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Meet Our Professional Staff
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael L. Venturi
Employee Benefits Specialist
Bank of America, N.A.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Diana De Jesus
Wealth Management Banking Specialist
Merrill
Insights
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Joseph DeMarzo is registered to do business in CA, CO, CT, DC, DE, FL, GA, HI, ID, LA, MA, MD, ME, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, WA, WV.