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 May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

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

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