The trio has a combined 78 years of industry experience and operates as the Pucci Financial Group of Raymond James.

At Stifel, they managed nearly $200 million in client assets and logged about $3.1 million in annual fees and commissions.

Joining the Pucci advisors are marketing associate Jennifer Pucci and senior registered sales associate Diane Nikeshin.

James M Pucci has been in the industry for more than 46 years, beginning his career as a broker at Loeb, Rhoades & Co and subsequently working at firms including Shearson Lehman Brothers, Advest, Merrill Lynch and Stifel.

His sons Jason, senior vice president of investments, and Jamie, senior investment management specialist, have worked in the financial services business their whole lives; they joined their father’s team at Advest in 1992 and 2002, respectively.