Phone: 845.360.9500Maps and Directions

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Where you can feel more at home with

your investments

James “Jamie” C. Pucci

Investment Portfolio Associate

As an Investment Portfolio Associate, Jamie assists our team with building client relationships and managing client requests. He holds Series 7, 63, life and health insurance licenses and earned a bachelor’s degree in business management from SUNY Plattsburgh. Jamie lives in Middletown with his wife, Cheryl, and children, Joshua, Jacob and Kayla.

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