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

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

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 April On the Markets from the Global Investment Committee featuring

    “Uncomfortable”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out. 

    • “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.

    • “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.

    • Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.

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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