Kerri Nadeau

Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.