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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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, SC, 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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