Knight's Pledge Wealth Management

Biography

Contact Information:

phonePhone

732.705.6923

Connie Xerri

Operations Manager
Senior Client Associate

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 and its predecessor firms for over 25 years. Around the office, I am responsible for various functions including cashiering, office administrative duties and proudly serve as a Senior Client Associate for several advisors.
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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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