Joseph Xerri, AAMS

Senior Vice President - Investment Officer

Becoming a Valued Client

My relationships with my clients go back in many cases, over twenty years. My clientele consist of High Net Worth individuals, either retired or currently in various professions (Physicians, CPA's, Business Owners and Executives). My clientele also include Corporations, Trusts and 401K Plans.

As such, my client base has seen significant growth over the years. In order to continue to allow for growth without diminishing the high level of service I am committed to providing, I request that any new client relationship start with a Minimum Family Account Size of $500,000. Although this is not a requirement of Wells Fargo Advisors, and in fact some programs offered by the firm have minimums as low as $25,000, I believe it is important that my new clients show that they are serious and committed to establishing a long term relationship based on trust and respect. I will give consideration to your specific situation.

If you would like to discuss becoming a client, please call me at 732-576-4892 or contact me by email at joseph.xerri@wfadvisors.com with any questions you may have. I'd be happy to schedule an appointment to sit down and discuss your unique situation.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, IL, MA, MD, ME, NC, NJ, NY, OK, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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