David S. Puccia

David S. Puccia

Vice President

Office: (201) 904-2382
Fax: (201) 904-2338
E-mail:
 

David Puccia is a vice president at Steward Partners Global Advisory with over 25 years of experience as a financial advisor. David is passionate about relationship building and understands the relationship between an advisor and his client is more than financial assets. He has helped his clients develop sound financial strategies by focusing on each client's needs and helping them identify their life goals and investment objectives. David understands that communication and trust are essential components not only in developing a financial strategy but in maintaining any relationship.

David has worked for Wells Fargo and its legacy banks since 1979. The chance to partner with James and Peter, along with the opportunities offered by Raymond James, made an otherwise difficult decision easy to make. David and his team at Steward Global Partners take seriously their financial and ethical responsibilities. They understand what it takes to manage wealth for individuals and families and pledge to provide objective financial advice and investment management services.

David graduated from Lafayette College with a degree in Economics and earned his MBA from Seton Hall University with a concentration in Finance.

David lives in Kinnelon with his wife Julie and has 2 adult children. He is an active member at Our Lady of the Magnificat Church in Kinnelon and is currently an officer with the Knights of Columbus.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck