Nicholas Zucco

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Ludlow, MA

Credentials

Series 66

Industry experience

8 years

About

Nicholas Zucco is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Investment Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Advisor at MassMutual from 2017 to 2019.

Throughout his career, Nicholas has focused on partnering with clients to develop customized financial plans aimed at helping them achieve their long-term goals. He emphasizes the importance of understanding clients' individual needs and family situations to provide tailored financial advice.

Nicholas is committed to helping clients gain peace of mind regarding their financial plans through dedicated collaboration. Additional information regarding his education and personal interests has not been provided.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY Brokerage Services LLC

2019 - Present (7 years)

MML INVESTORS SERVICES

2017 - 2019 (2 years)

Mass Mutual LIfe Insurance Company

2017 - 2019 (2 years)

Southern New Hampshire University

2014 - 2016 (2 years)

Ludlow Fish & Game Club

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mike R

CFP®, RICP®

Suffield, CT

North Haven Financial LLC

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Sean P

Series 66

East Longmeadow, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional Educators, Teachers, and Academics

Nithin E

Series 66

Springfield, MA

Merrill

Nithin Eranezhath is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Nithin has been serving a global clientele since 2008, including affluent individuals, families, and business owners. He employs a goals-based approach to wealth management that begins with understanding each client’s specific objectives and developing tailored strategies to build, manage, and preserve their wealth. His expertise encompasses areas such as retirement planning, family wealth management, legacy planning, philanthropic giving, and socially responsible investing. Prior to joining Merrill Lynch, Nithin was a financial center manager with Bank of America and has management experience across hospitality, retail, and financial services. He has lived and worked in four countries, broadening his global perspective. Currently, he is part of a three-advisor wealth management team with a combined experience exceeding 60 years. Nithin is committed to building long-term relationships that foster open communication and provide clients with tailored financial guidance beyond traditional portfolio management. Nithin earned his bachelor’s degree from the Institute of Hotel Management. Outside of his professional role, he and his wife, Nancy, actively engage in volunteer efforts through their church, supporting local and international communities. His personal interests include cooking, fishing, traveling, spending time with family, and watching movies.

Wealth management Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer College savings (529s, UTMA, etc.)

Harry M

Series 66

Springfield, MA

Merrill

Harry Miller is a financial advisor with Merrill Lynch Wealth Management in Springfield, Massachusetts. He transitioned into financial planning after several years as an engineer leading teams in the food manufacturing industry. With an MBA from the University of Massachusetts, Harry applies skills in problem-solving and attention to detail to assist clients in making informed financial decisions. Harry’s areas of expertise include divorce transition planning, employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A Western Massachusetts native, Harry lives in the region with his wife and their five-year-old Siberian husky, Rocko. Outside of work, he enjoys playing guitar, golfing, hiking, cooking, and spending time with family. He is also involved with community efforts through Revitalize CDC.

General retirement planning Social Security optimization Wealth management ESG / Sustainable investing General tax planning

Natalie C

Series 63, Series 65, Series 66

West Springfield, MA

Merrill

Natalie Connelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management in 2016 and brings experience from her previous roles at Voya Financial, where she worked in relationship management and financial planning. Natalie collaborates closely with her team on business development, marketing, relationship management, and client planning. Her client service areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, and retirement income. Natalie holds a Bachelor's Degree from Westfield State College and maintains several professional designations, including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Drawing on her personal experience as a divorcee, she provides specialized guidance to clients navigating the financial and emotional impacts of divorce, working collaboratively with their attorneys to assess both short- and long-term consequences. Outside of her professional work, Natalie is involved with the West Springfield Rotary Club and participates in youth sports booster clubs. She resides in West Springfield, Massachusetts, with her two children, who are active in various sports. Natalie enjoys cooking, gardening, reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance Parents

Christopher T

Series 63, Series 66

Springfield, MA

Merrill

Christopher Tarantino is a Senior Financial Advisor with The Tarantino Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2017, he has focused on developing wealth management plans and investment strategies tailored to the short- and long-term objectives of individuals, families, and businesses. His client expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and both individual and corporate investment strategies. Mr. Tarantino entered the financial services industry in 2004 and holds a bachelor’s degree in Economics from Trinity College in Hartford, Connecticut. He is a Personal Investment Advisor (PIA) and is affiliated with professional organizations such as Habitat for Humanity, Merrill Lynch, and the Trinity College Alumni Association. Residing in Simsbury, Connecticut with his wife and two children, he is active in the local community, including participation in Habitat for Humanity.

Wealth management General retirement planning Retirement income strategy Income planning Parents
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