East Brunswick, NJ, Jan. 10, 2011 - Wells Fargo Advisors, a national brokerage firm based in St. Louis, recently announced that Joseph Xerri, AAMS, Vice President-Investments has received the FIVE STAR Wealth Manager ℠ award for overall satisfaction. 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 over twenty four years. He joined A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, in 1994.
Xerri is a member 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 receive this honor from the FIVE STAR Wealth Manager Award Program. Recipients are selected from survey results gathered by Crescendo, and awards are based on client feedback and peer evaluation from a panel of local financial professionals. Clients evaluate wealth managers on customer service, integrity, knowledge and expertise, communication skills, value for fee charged, whether the wealth manager meets client’s financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer evaluations are based on integrity, knowledge and expertise, and overall reputation.
The Survey was conducted by Crescendo, as an independent third-party research firm. They surveyed 235,000 consumers of the magazine and 34,000 Financial Service Professionals to evaluate the 37,700 candidates in the New Jersey area as the 2011 FIVE STAR Wealth Managers scoring highest in overall satisfaction. The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction. After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection. Only wealth managers with five years of experience in the financial services industry are considered.
The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial advisor’s clients.
The rating is not indicative of the financial advisor’s future performance.
Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future.
For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.
About Wells Fargo Advisors
With more than $1.1 trillion in client assets as of Sept. 30, 2010, Wells Fargo’s brokerage businesses comprise more than 15,000 full-service financial advisors and 4,500 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states, the District of Columbia and in Latin America. 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
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.2 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), and other distribution channels across North America and internationally. With more than 278,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked #19 on Fortune’s 2009 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Investment products and services are offered through Wells Fargo Advisors, LLC.