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.