Joseph Xerri, Local Financial Advisor, Receives 2013 FIVE STAR Wealth ManagerSM Award

Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM Award

Dec 22 , 2012 - East Brunswick, - Wells Fargo Advisors, a national brokerage firm based in St. Louis, recently announced that Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM award. Xerri is a financial advisor in the firm’s East Brunswick office.
A graduate of Brooklyn College, and formerly a CPA, Xerri has been a financial advisor for over twenty-six years. He joined A.G. Edwards & Sons, Inc. a predecessor firm of Wells Fargo Advisors, in 1994. Xerri is President of the Rotary Club of South River-East Brunswick. He and his wife Connie, reside in Freehold.

Less than 2% of wealth managers in the New Jersey area have received this honor for 2013 from the FIVE STAR Wealth ManagerSM Award Program. Five Star Professional relied on a range of sources, including firms, peers, and regulatory authorities, in order to identify wealth managers who provide quality services to their clients.

The 2013 Survey conducted by Five Star Professional, an independent third-party research firm, who received 4049 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. 733 wealth managers were named 2013 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. 

About Wells Fargo Advisors

With $1.2 trillion in client assets as of September 30, 2012, Wells Fargo provides investment advice and guidance to clients through 15,167 full-service financial advisors and 3,110 licensed bankers.  This vast network of advisors, one of the nation’s largest, serves investors through locations 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.   www.wellsfargoadvisors.com

Investment products and services are offered through Wells Fargo Advisors, LLC.

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 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 has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States.  Wells Fargo & Company was ranked No. 26 on Fortune’s 2012 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.  

  
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