Joseph De Marzo
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joseph De Marzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2006, initially working in Operations where he developed a comprehensive understanding of the firm's resources. This experience laid the foundation for his transition to a Financial Advisor role, where he focuses on serving families, individuals, and business owners.
Joseph's expertise includes long-term financial planning, trust and estate services, insurance solutions, retirement strategies, and wealth management banking services through Bank of America. He partners with a team of specialists to provide personalized financial strategies tailored to clients' risk tolerance, time horizons, liquidity needs, and investment goals. His client focus areas encompass college education planning, divorce transition planning, equity compensation services, family wealth management strategies, and small business strategies.
He holds a Bachelor of Science degree from Fairfield University (2005) and a Master of Business Administration from Seton Hall University (2010). Joseph resides in Madison, New Jersey, where he is a fourth-generation resident. Outside of his professional work, he serves as an Auxiliary Officer for the Madison Police Department and is the head coach of the Madison Junior Football Varsity team.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Occupation focus
Founder/Business Owner
Demographic focus
Parents
Location
100 Campus Dr
Florham Park, NJ 07932
Most active in
Joseph D has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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