About
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Joseph Xerri
, AAMS
Trust • Integrity • Experience
Personalized Investment Planning and Custom Portfolio Management Services
• 30+ Years experience spanning all market cycles
• Providing a dependable, steady hand in all markets
• Helping clients to achieve long term goals
• Committed to providing exceptional service
• Prior CPA experience; no longer a practicing CPA
A Financial Advisor since 1986 and an Accredited Asset Management SpecialistSM, I have developed long term relationships built on mutual trust by providing sound financial advice and excellent client service. For over 30 years, I have guided and assisted my clients in developing investment strategies to help build wealth and reduce or defer taxes consistent with their goals and investment objectives such as college expenses, retirement and estate planning strategies.
Prior to 1986, I practiced as a Certified Public Accountant with concentration in the securities industry for three years with major CPA and securities firms such as Goldstein Golub Kessler & Co., Oppenheim Appel Dixon & Co., and Kidder Peabody. My experience as a CPA included both tax and auditing work which has helped to form a strong analytical foundation adding value in my ability to service my clients. This background also allows me to understand and work with my clients' attorneys and accountants in a highly professional manner. I am no longer practicing as a CPA. As of March 2023, I have transitioned to Wells Fargo Advisors Financial Network by establishing the Knight’s Pledge Wealth Management practice as Branch Manager and Managing Principal with my partner and long-time colleague Robert Scherzer CFP®, Senior Financial Advisor.
EDUCATION
Bachelor's degree in accounting with concentration in economics from Brooklyn College, 1982 Cum Laude
COMMUNITY ACTIVITIES
South River-East Brunswick Rotary Club Past President and Secretary
Former Director of the South River-East Brunswick Rotary Club Foundation
Former Financial Columnist for the "Plainsboro View"
RECOGNITIONS and AWARDS
Honored that our team, Knight’s Pledge Wealth Management, has been named a 2025 Forbes Best-in-State Wealth Management Team!*
Fourteen Time Recipient of the Five Star Wealth Manager Award (2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026)**
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. No fee paid in association with award consideration or decision. View Award Disclosures
** The Five Star Wealth Manager award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers.
Award issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers.
Award issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2011 by Five Star Professional (FSP) for the time period 4-15-2011 through 10-16-2011. 1312 New Jersey-area wealth managers were considered for the award; 400 (30 % of candidates) were named Five Star Wealth Managers.
Personalized Investment Planning and Custom Portfolio Management Services
• 30+ Years experience spanning all market cycles
• Providing a dependable, steady hand in all markets
• Helping clients to achieve long term goals
• Committed to providing exceptional service
• Prior CPA experience; no longer a practicing CPA
A Financial Advisor since 1986 and an Accredited Asset Management SpecialistSM, I have developed long term relationships built on mutual trust by providing sound financial advice and excellent client service. For over 30 years, I have guided and assisted my clients in developing investment strategies to help build wealth and reduce or defer taxes consistent with their goals and investment objectives such as college expenses, retirement and estate planning strategies.
Prior to 1986, I practiced as a Certified Public Accountant with concentration in the securities industry for three years with major CPA and securities firms such as Goldstein Golub Kessler & Co., Oppenheim Appel Dixon & Co., and Kidder Peabody. My experience as a CPA included both tax and auditing work which has helped to form a strong analytical foundation adding value in my ability to service my clients. This background also allows me to understand and work with my clients' attorneys and accountants in a highly professional manner. I am no longer practicing as a CPA. As of March 2023, I have transitioned to Wells Fargo Advisors Financial Network by establishing the Knight’s Pledge Wealth Management practice as Branch Manager and Managing Principal with my partner and long-time colleague Robert Scherzer CFP®, Senior Financial Advisor.
EDUCATION
Bachelor's degree in accounting with concentration in economics from Brooklyn College, 1982 Cum Laude
COMMUNITY ACTIVITIES
South River-East Brunswick Rotary Club Past President and Secretary
Former Director of the South River-East Brunswick Rotary Club Foundation
Former Financial Columnist for the "Plainsboro View"
RECOGNITIONS and AWARDS
Honored that our team, Knight’s Pledge Wealth Management, has been named a 2025 Forbes Best-in-State Wealth Management Team!*
Fourteen Time Recipient of the Five Star Wealth Manager Award (2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026)**
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. No fee paid in association with award consideration or decision. View Award Disclosures
** The Five Star Wealth Manager award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers.
Award issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers.
Award issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2011 by Five Star Professional (FSP) for the time period 4-15-2011 through 10-16-2011. 1312 New Jersey-area wealth managers were considered for the award; 400 (30 % of candidates) were named Five Star Wealth Managers.
Managing Principal
Branch Manager
AAMS
Robert Scherzer
, CFP, CRPC
Putting my client’s best interests first, I work closely with each of them to help achieve their financial and investment goals. As part of that process, I create individualized wealth management strategies.
I have 30+ years of Financial Advisory experience. My career started at Merrill Lynch, followed by Wells Fargo Advisors and now I’m happy we’ve made the transition to Knight’s Pledge Wealth Management of Wells Fargo Advisors Financial Network.
I graduated from Northeastern University. In my spare time, I enjoy being active and involved in my community. I am a past president of East Brunswick, N.J. Chamber of Commerce.
Recognitions and Awards
Honored that in 2026, our team, Knight’s Pledge Wealth Management, has been named a Forbes Best-in-State Wealth Management Team for the second year in a row!*
Fourteen Time Recipient of the Five Star Wealth ManagerSM Award (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026)**
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25. View Award Disclosures
** The Five Star Wealth Manager award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers.
Award issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers.
Award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2015 by Five Star Professional (FSP) for the time period 4-15-2015 through 10-16-2015. 4143 New Jersey-area wealth managers were considered for the award; 626 (15 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.
I have 30+ years of Financial Advisory experience. My career started at Merrill Lynch, followed by Wells Fargo Advisors and now I’m happy we’ve made the transition to Knight’s Pledge Wealth Management of Wells Fargo Advisors Financial Network.
I graduated from Northeastern University. In my spare time, I enjoy being active and involved in my community. I am a past president of East Brunswick, N.J. Chamber of Commerce.
Recognitions and Awards
Honored that in 2026, our team, Knight’s Pledge Wealth Management, has been named a Forbes Best-in-State Wealth Management Team for the second year in a row!*
Fourteen Time Recipient of the Five Star Wealth ManagerSM Award (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026)**
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25. View Award Disclosures
** The Five Star Wealth Manager award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers.
Award issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers.
Award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.
Award issued on 11-1-2015 by Five Star Professional (FSP) for the time period 4-15-2015 through 10-16-2015. 4143 New Jersey-area wealth managers were considered for the award; 626 (15 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.
Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.
Senior Financial Advisor
CFP, CRPC
Connie Xerri
I have over 30 years of experience in the financial industry. Having worked as Assistant Controller for a boutique investment/arbitrage firm, I have been with Wells Fargo Advisors Financial Network and its predecessor firms for over 25 years. Around the office, I am responsible for various functions including office administrative duties and proudly support our office’s financial advisors.
Operations Manager
Senior Client Associate
Anthony Xerri
Prior to joining Knight’s Pledge Wealth Management, Anthony has managed two businesses: Prep 4 Perfection, an SAT/ACT test preparation business, and his music and entertainment business. Having achieved perfect SAT scores (Math: 800/800; Reading: 800/800; Writing: 800/800), he has helped many students achieve the scores they need to allow the most opportunities for their future. As a musician, he has performed in venues across the country and internationally, including New Jersey’s own Count Basie Theatre and The Stone Pony Summerstage. He can often be found performing by the Jersey Shore, solo, as part of a duo, or with various bands. Anthony is a graduate of the Honors Program at Rutgers University.
Registered Client Associate
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