Joseph DeRoss

Executive Director, Practice Strategy, Wealth Management, Morgan Stanley

Joe partners collaborates and consults with the firm’s Financial Advisors to deliver strategic marketing solutions that align with the Wealth Management business priorities to drive growth through client acquisition, deeper
engagement and retention. He also partners with field leadership in support of their business objectives, delivers targeted local acquisition and training programs, and supports competitive recruit marketing.

Prior to joining Morgan Stanley, Joe honed his skills — through marketing and traditional and online product management — in the high net worth and mass affluent segments at UBS, Merrill Lynch, the New York Stock Exchange and U.S. Trust. Joe received an MBA in Finance and a B.S. in Business Administration from St. John’s University, and holds FINRA Series 7, 63 and 24 registrations.

He resides in Manalapan, New Jersey, with his three children. In his spare time, Joe enjoys the Jersey shore, is an avid auto enthusiast, and admits to being a long-suffering New York Jets, New York Mets and New York Knicks fan.