Pottstown, PA Office

Nico Echevarria is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in working towards their lifetime financial goals through benefits review, equity compensation, wealth planning, and guidance. He has been with Fidelity Investments since 2020, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Nico worked as an Investment Advisor Representative at Brandywine Financial Group from 2018 to 2020, and as a Hardship Determination Administrator at Vanguard from 2015 to 2018. He holds a California insurance license. Outside of his professional career, Nico enjoys family activities, football, movies, music, and parenthood.

Gary Miller is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at The Vanguard Group and Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.