Freehold Resident Receives Five Star Wealth Manager Award

A Freehold resident's hard work has been acknowledged by Wells Fargo Advisors, a national brokerage firm based in St. Louis.

Wells Fargo Advisors recently announced that Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM award. Xerri, a Freehold resident, is a current 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-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 Manager^SM 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.