Joseph Xerri, AAMS

Senior Vice President - Investment Officer

Estate Planning and Long Term Care

Estate Planning

Do you have a thorough understanding of how your assets will be transferred?

Report: The Five Most Important Estate Planning Documents

Report: Basic & Advanced Estate Planning

Estate Planning Organizer: your important information, click here to order

Beneficiary Review

    When was the last time you reviewed your beneficiary designations?

    Report: 10 Things Everyone Should Know About Beneficiary Designations

    For a complimentary review, click here.

Long Term Care

    Report: Long term care and retirement

    Report: Answering your questions about long term care insurance

    For a free quote, click here and let us know how we can help you or call 732-576-4892.




Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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, FL, IL, MA, MD, ME, NC, NJ, NY, OK, PA, SC, TN, TX, UT, 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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