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James Tucci

Jimmy Tucci

Financial Advisor
SCHEDULE TIME WITH ME
  • Lakewood Ranch
  • (727) 287-6856
  • Jimmy@BaseWealthManagement.com
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“Most financial stress doesn’t come from the market. It comes from not having a plan you actually understand.”

Biography

Jimmy Tucci is a financial advisor dedicated to helping individuals and families make confident, informed financial decisions. His approach to wealth management is relationship-driven, working closely with clients to understand their goals, values, and priorities, then building strategies designed to support long-term financial clarity and security.

He holds a Series 65 license and a 2-15 insurance license, allowing him to help clients align investments, risk management, and overall planning into a clear, personalized strategy. His focus is on delivering well-rounded advice while keeping the process straightforward and centered on what matters most to each client.

Jimmy earned his Bachelor’s degree in Business Administration with a major in Finance from Kent State University in Ohio.

He and his wife moved from Ohio to Florida in 2021 to permanently escape the cold. Outside of work, he enjoys spending time with his wife, playing golf, and cheering on the Ohio State Buckeyes and the Cleveland Browns.

Education

– Kent State University, Bachelor’s Degree in Business Administration (Finance)

WHAT SUZY LIKES TO HELP WITH

risk management team

Client Onboarding

Suzy’s expertise ensures your onboarding experience is personalized and seamless.

Customer Service

Suzy’s dedication to service translates into a clear path toward achieving your goals.

Staff at corporate office

Account Connections

Suzy excels in seamlessly connecting your accounts to our portal, ensuring a cohesive overview.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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Get a FREE copy of Divorce the IRS

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