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Joseph Xerri, Local Financial Advisor, Receives 2012 FIVE STAR Wealth ManagerSM Award
Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM Award
A graduate of Brooklyn College, and formerly a CPA, Xerri has been a financial advisor for over twenty-five years. He joined A.G. Edwards & Sons, Inc. a predecessor firm of Wells Fargo Advisors, in 1994. Xerri is President-Elect of the Rotary Club of South River-East Brunswick. He and his wife Connie, reside in Freehold.
Less than 1% of wealth managers in the New Jersey area have received this honor for 2012 from the FIVE STAR Wealth ManagerSM Award Program. Five Star Professional relied on a range of sources, including firms, peers, regulatory authorities and consumers, in order to identify wealth managers who provide quality services to their clients.
The 2012 Survey conducted by Five Star Professional, an independent third-party research firm, who received 1312 nominations among all wealth managers in the New Jersey area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. 400 wealth managers were named 2012 Five Star Wealth Managers which represents less than 1% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance.
For more information go to: www.fivestarprofessional.com/
About Wells Fargo Advisors
With $1.1 trillion in client assets as of December 31, 2011, Wells Fargo’s brokerage businesses are comprised of 15,263 full-service financial advisors and 3,548 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com)
Investment and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate