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

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

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 March On the Markets from the Global Investment Committee featuring

    “The Envelope, Please!”  Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co.  Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right? 

    • “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples. 

    • “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country. 

    • Plus, look for more on investment strategy, equities, bonds and alternative investments.

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, 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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