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 was on the board of the 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.
*These awards are not based in anyway on the individual's abilities in regards to providing investment advice or management. They are not indicative of advisor's future performance, are not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with the referenced organizations.