Dean J. Pelkey - Morgan Stanley Financial Advisor - Colchester, VT
Morgan Stanley
Dean J. Pelkey
Vice President
Financial Advisor
Financial Planning Specialist
Water Tower Hill
105 West View Rd., 5th Fl.
Colchester, VT 05446
tel: (802) 652-6038
toll-free: (800) 446-0193 
fax: (802) 860-1623

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Rotary International Club of St. Albans
    St. Albans, VT
  • Chamber of Commerce
Services
  • Financial Planning
  • 401(k) Rollovers
  • Asset Management
  • Wealth Management
  • Qualified Plans
  • Estate Planning Strategies
  • Fixed Income
  • Education Planning
  • Cash Management
  • Exchange Traded Funds
  • Long Term Care Insurance
  • Access to Lending Services
Education and Licensing
  • Bachelor of Arts, 1985
    St. Michael's College
    Colchester, VT
  • Financial Planning Specialist Designation
    Smith Barney
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Annuity Insurance Licensed
Honors and Recognition
  • Blue Chip Council, 2002 - 2003, 2005
    Smith Barney
Business Experience
  • 2001 - Present: Morgan Stanley*

    Second Vice President
    Financial Planning Specialist
    South Burlington, VT
  • 1992 - 2000: VT Publishing Corp.

    Account Executive
    St. Albans, VT
  • 1986 - 1992: Kimel Broadcast Group

    Advertising Consultant
    St. Albans, VT

Bulletin Board
  • See June On the Markets from the Global Investment Committee featuring

    "Just Peachy"  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.

    “(Tech)nical Floor for Profit Margins”  S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles. 

    “How Shrinking the Fed’s Balance Sheet Could Play Out”  In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets. 

    • Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Dean J. Pelkey holds the following registrations:
Securities Agent: AZ, CA, CO, FL, GA, IL, MA, MD, ME, NC, NH, NY, OH, VA, VT; General Securities Representative; Investment Advisor Representative

NMLS#: 177239

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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