Joseph Marotta
First Vice President, Wealth Management Advisor
1700 Route 23
Wayne, NJ 07470
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.

Joseph Marotta is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER professional working out of the Wayne, NJ branch for Merrill Lynch Wealth Management. Joe began his career in finance in 1997 working in the Capital Markets division for Thomson Reuters. By 2006 he began working with families and individuals to help them reach their financial goals, first at Wells Fargo Advisors and now at Merrill. Joe places an emphasis on wealth management strategies and utilizes a disciplined process in order to get a firm understanding of the client’s needs before making recommendations. He believes that taking the time to learn about a client’s specific needs is the best way to help them. Prior to his career in finance Joe proudly served his country as an officer in the U.S. Marine Corps.

Joe is a graduate of Villanova University and lives in Montville, NJ with his wife and their 3 children. In his spare time he enjoys carpentry and volunteers his time by participating in two charities, one that help financially disadvantaged students and the other that helps veterans.
Joe follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.

About Me

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Donna M Calvanico
Wealth Management Client Associate
Nicole A Barber
Wealth Management Client Associate
Laura Ardis
Wealth Management Client Associate
Kerry L Carlo
Registered Senior Wealth Management Client Associate
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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
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.
Joseph Marotta is registered to do business in CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WI.