Dana S. Pelkey

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I have two goals as a Financial Planner; the first is to assist my clients in planning for their secure financial futures, and second, making sure everyone I meet with is, in some way, better off for having met me.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Dana S. Pelkey

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

I'm Most Proud Of: Seeing and experiencing the successes of the clients and advisors I've worked with for over 20 years at Prudential Advisors, both as a Financial Planner and a Manager of Training & Development.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential Advisors

    April 2020 - Present | Dover, NH

    Assisting clients achieve their future goals through fee-based financial planning.

  • Manager, Training & Development

    Prudential Advisors

    April 2004 - February 2020 | Greater New England Financial Group

    I was responsible for the training and development of all new inexperienced hires, all experienced hires from other firms, and training all veteran advisors in the firm on new products, rules and regulations, using new software and technology, and training financial planners.

  • Financial Professional

    Prudential Advisors

    February 2000 - April 2004 | Portland, Maine

The Prudential Difference

    • Variable Annuities: FL, MA, ME, NH, NJ, NV, WA, WI
    • Securities License: AZ, FL, MA, ME, NH, NJ, NV, PA, VT, WA, WI
    • Variable Life Insurance: FL, MA, ME, NH, NJ, NV, WA, WI
    • Fixed Annuities: FL, MA, ME, NH, NJ, NV, WA, WI
    • Life Insurance: FL, MA, ME, NH, NJ, NV, WA, WI

Dana Pelkey is associated with the Greater New England Office, 500 Edgewater Drive, Suite 595, Wakefield, MA, 01880-0100, Managing Director: , Phone: 781-224-7616. Dana Pelkey offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Dana Pelkey offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.