Business & Finance

Press Releases

Joseph Xerri Receives FIVE STAR Wealth Manager ℠ Award

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.

Sign Up for E-News

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.

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

Berkeley Heights

Pieces of Time: Applause Rings Out In Two Columbia Middle School Classrooms

February 23, 2018

BERKELEY HEIGHTS, NJ – Thursday night, the mass murder of students and faculty members at Marjory Stoneman Douglas High School in Parkland, Florida, on Wednesday, Feb. 14, seemed to be on everyone’s mind at the Board of Education meeting.

The board observed a moment of silence following the Pledge of Allegiance for the 17 people killed and 14 wounded in the shooting, as well as ...

Local Advisor Celebrates the 20th Anniversary of the Roth IRA

BASKING RIDGE, NJ - 2018 marks the 20th anniversary of the Roth IRA. First made available to American investors in 1998, a Roth IRA is an individual retirement account that is funded with after-tax dollars and provides tax-free growth and income for retirement.

In honor of this significant milestone, Walter Pardo, CEO/Certified Wealth Strategist at Wealth ...

Giving Back: Learn How to Help Victims of Sexual Violence

February 24, 2018

Every year since 1984, trained volunteers with the Union County Rape Crisis Center have helped victims of sexual violence through the emotional, medical and legal aftermath of trauma. New volunteers are welcome to join the next series of training classes beginning on Thursday, March 22.

No previous experience in crisis counseling is necessary.

“Over the years our Rape Crisis Center ...

New Providence High School Presents The Addams Family -Tickets are Now On Sale

The Addams Family, who first came to life in the 1960s television series, will come back to life and take the stage at New Providence High School in March in a comedic musical twist on the classic story and characters.  Morticia, Gomez, Wednesday, Grandma, Fester, and Lurch, along with new characters and a full cast of Addams Ancestors will bring the creepy, kooky, all together ooky ...

WFP Tax Partners Walks You Through 4 Step Tax Return Process

Over 80% of Tax Returns Have Errors or Missed Deductions. You're Probably Paying More Than Your Fair Share in Taxes

BASKING RIDGE, NJ - Tax returns certainly give a clear picture of the past year, but WFP Tax Partners believes it's wise to strategize for the current year to have a plan for moving forward. 

At your tax appointment, they ...

Reminder: Free Wellness Program for Union County Military Women

All Union County women with military service – veterans, active duty and reserve – are invited to join “Boots 2 Heels,” a free event designed to foster wellness and connect women with resources and guidance for empowerment. Boots 2 Heels will be held on Saturday, February 24 at the Westfield Armory, located at 500 Rahway Avenue in Westfield.

The event is free but ...

Colleen Mahr Has Paid Her Dues, Earned Peoples’ Trust, and Left a Track Record of Success

February 20, 2018

Dear Editor:

As a 26-year-old Scotch Plains resident who cares more about the well-being of our town than about local politics, I am extremely disappointed that the Scotch Plains Democratic Committee leadership has decided to abandon Colleen Mahr in her run for Chair of the Union County Democratic Committee.

Mahr, who as Mayor of Fanwood for 15 years has worked closely with Scotch Plains ...

We Need More Women Like Colleen Mahr in Municipal, County and State Government

Dear Editor:

I’m proud to support Colleen Mahr for Chair of the Union County Democratic Committee  (UCDC) and am encouraging my Scotch Plains peers to join me.

I was a first time candidate wanting to make a difference in my hometown of Scotch Plains, when Mayor Mahr of neighboring Fanwood stepped in to help me campaign and win my election to be Councilwoman three years ago.

Democratic Party Would Be Making a Big Mistake by Not Recognizing Colleen Mahr's Talents

Dear Editor:

Mayor Colleen Mahr has been a valuable friend to the Township of Cranford. Whether it’s offering advice and assistance during devastating flood cleanup, supporting the Mayor's Council on the Rahway River, or her insight and assistance in meeting our affordable housing obligations, Mayor Mahr is always there for Cranford.

Colleen’s fairness and integrity is ...

Chatham Borough Police Chief Crosson has Retired; Captain Gibbons is Acting Commander

February 12, 2018

CHATHAM, NJ - Phil Crosson Jr., who has been a member of the Chatham Borough Police Department since 1992, retired from his position as the police chief on Feb. 1.

"It came on pretty quickly," Crosson said when reached by phone on Sunday. "I was on vacation for six weeks and I bought a business. I came back for one day and retired."

According to Crosson, ...

‘Reefer Madness’ Comes to Chatham Borough Council; Cannabis Advocates Make Pitch for Chatham Marijuana Shop

February 14, 2018

CHATHAM, NJ - A group of pro-cannabis activists came to the Borough of Chatham Council meeting on Monday night and used the public commentary portion of the meeting to ask the council to support a marijuana dispensary in town.

The advocates, who say they have attended more than 80 town meetings to inform about the benefits of medical cannabis, mentioned the 1936 movie "Reefer ...

Upcoming Events

Sat, February 24

Scherman Hoffman Wildlife Sanctuary, Bernardsville

NJ Audubon: Volunteer Art Show!

Arts & Entertainment Green

Sat, February 24, 10:00 AM

Municipal Court Room/Council Chambers, BERKELEY HEIGHTS

Return Berkeley Heights Public Library's Books, ...

Other

Carousel_image_ebabe6d4e0eb6af7bda2_https---cdn.evbuc.com-images-40285364-230483587926-1-original

Sat, February 24, 3:00 PM

White Tiger Dojo, Berkeley Heights

White Tiger Dojo Hosts Trauma Response Seminar: ...

Health & Wellness

Sun, February 25

Scherman Hoffman Wildlife Sanctuary, Bernardsville

NJ Audubon: Volunteer Art Show!

Arts & Entertainment Green

Carousel_image_2e2e4830042112095f66_94f09724857a937db1ac_d6404e0a-7afd-4279-b56f-19b0f9b2138c

Sun, February 25, 10:00 AM

Camp Riverbend, Warren

Camp Riverbend Open House

Arts & Entertainment

Carousel_image_8e821e02ba44390d688c_olympics_oh_feb_2018

Sun, February 25, 10:00 AM

Camp Riverbend, Warren

Camp Riverbend "Wacky Winter Olympics" Open House

Arts & Entertainment Other

I've Always Wanted to be a Doctor...Or an English Teacher

Think about the impossibility of the task we lay in front of high school students.  In addition to getting good grades, filling up a resume, finding the right colleges and writing countless admissions essays they also need to decide on their life’s passion at 17 years old...or do they?

As a college admissions representative the first question most students would ask me was whether ...

Now That The Dust Has Settled…Smart Tax Moves In 2018

Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states (e.g. New Jersey, New York, California) since state and local tax deductions are capped.  Unfortunately all these changes mean you’ll need more time and energy to ...