Knight's Pledge Wealth Management

Biography

Contact Information:

phonePhone

732.705.6922

Joseph Xerri, AAMS

Managing Principal

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 CFPTM, 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


See Full Biography for Recognitions and Awards
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