Joseph Xerri, AAMS

Senior Vice President - Investment Officer

Retiring or Changing Jobs?

Now What?

We would like you to consider us as your resource for any financial issues that may concern you.

You may wish to have us run a free Envision® Plan for you. Retiring now? Learn more about your Retirement Plan Distribution options. You can contact us at any time. Call Joseph Xerri at 732-576-4892. We will be here to assist you with your retirement planning needs

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
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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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