Keith Pelkey, CFP®, CIMA®, MBA

VP - Sr. Financial Consultant

+1 860-570-4042

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Investment Management Analyst®
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1995-present
  • Vice President, U.S. Trust, N.A., 2004-2005
  • Private Client Consultant, Charles Schwab, 2002-2004

Education

  • BS, Business Administration/Finance, UNH
  • MBA, Finance and Risk Management, WU

Personal interests and affiliations

  • Estate and Tax Planning Council of Eastern Connecticut
  • American Economic Association
  • Investment Management Consultants Association

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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