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Where you can feel more at home with

your investments

James “Jim” M. Pucci

Senior Vice President, Investments

For nearly a half-century, Jim has been helping families and individuals have a well-designed financial plan for pursuing their goals and managing their wealth.

Before founding Pucci Financial in 2001, Jim enjoyed a long and distinguished career as a financial advisor at several firms, including Stifel, Nicolaus & Company, where he was a seven-time member of the chairman’s council; Advest, Inc., where he was on the board of directors, a long-time member of the chairman’s council and four-time recipient of the Albert A. Marks Jr. Award; and Loeb, Rhoades & Co. Jim earned a bachelor’s degree in business from Marist College in Poughkeepsie, New York.

Jim lives in Goshen, New York, with his wife, Anne. They have three children, Jena, Jamie and Jason, and seven grandchildren, Ryan, Joshua, Olivia, Jacob, Justin, Kayla and Jillian. In his free time, Jim enjoys golf and spending time with his family.

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