The trio operate as The Massimi Group, offering securities through Raymond James Financial Services, Raymond James’s independent broker/dealer.

The group joined from Morgan Stanley, where they managed more than $154 million in client assets and had annual fees and commissions of over $1.7 million. As a team they focus on financial planning and, in particular, helping to provide clients with income in retirement. They serve individuals and families in the Greater New York area as well as in other parts of the US.

A 30-year veteran of the industry, Massimi began his financial services career in 1983 with the Jericho, NY, firm of McLaughlin, Piven & Vogel. He then moved to Shearson Lehman Brothers and in 1988 joined Robert Thomas Securities . In 1994, he joined UBS in White Plains, NY, and 13 years later moved to Morgan Stanley in Purchase, NY. 

Silverman began his financial services career in 2003 with UBS, where he began his association with Massimi and together they moved to Morgan Stanley in 2007. Bruno began his financial services career in 2011 with Morgan Stanley in Purchase.

In related news, last week financial advisor Keith Morris, a managing director of Morris Capital Management Group, joined Raymond James’ independent channel in Conshohocken, PA. The day before, Raymond James Financial Services recruited financial advisors Richard Swift and Jeff Dakin in Columbus, GA.