Joseph DeRoss is Executive Director and Head of Field Marketing in Wealth Management Marketing. Joe has more than 20 years of experience in financial services marketing and joined Morgan Stanley in 2017.
Joe leads field engagement efforts to drive modern marketing adoption and enhances our Financial Advisors’ client acquisition and marketing strategies to align with the firm’s Modern Wealth Management framework. 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, and with his three children. In his spare time, Joe enjoys youth soccer and drag racing, and admits to being a long suffering New York Jets and New York Knicks fan.