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Top 30 financial advisors of 175 near 01062
Out of 400,000+ nationwide
Eric M
Series 66
Easthampton, MA
Edward Jones
Jacqueline M
CFP®, Series 66
Florence, MA
Fidelity
Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.
Denise G
CFP®, Series 66
So Deerfield, MA
Fidelity
Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.
Nicholas Z
Series 66
Ludlow, MA
Fidelity
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.
Jennifer E
Series 66
Northampton, MA
Edward Jones
Christopher H
Series 66
Florence, MA
Edward Jones
Laura T
CFP®, ChFC®, Series 66
Northampton, MA
Edward Jones
Steven C
Series 66
Ludlow, MA
Edward Jones
David M
CFP®
Hadley, MA
Fee-Only Financial Planning
Thomas H
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
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Finding advisors...
Top 30 financial advisors of 175 near 01062
Out of 400,000+ nationwide