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Elizabeth M. Pelkey

Client Service Associate

MJP Associates Inc

HQ Phone: (860) 677-7755

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MJP Associates Inc

790 Farmington Avenue Building 3

Farmington, Connecticut 06032

United States

Company Description

MJP Associates, Inc. is an independent investment advisory and financial planning firm specializing in investment management and retirement planning for individuals and businesses. The firm was established in 1983 by Mort Potoff with the simple philosophy ... more

Find other employees at this company (12)

Background Information

Employment History

Vice President

D.J. St. Germain Co.

Web References (7 Total References)

Team | MJP Wealth Advisors [cached]

Liz M. Pelkey

Client Service Associate
860-677-7755 Send an Email
Liz Pelkey recently joined MJP as a Client Service Associate. Liz works closely with Roxanne, Joy and Jared to provide exceptional service and support to our new and existing clients.
Prior to joining MJP, Liz worked at St. Germain...

Contact St. Germain Investment Management | Call Us @ 800-443-7624 [cached]

Elizabeth Pelkey

About Staff @ St. Germain Investment Management [cached]

Elizabeth M. Pelkey

Client Services

About Staff @ St. Germain Investment Management [cached]

Elizabeth M. Pelkey

Vice President Operations

St. Germain Investment Management : Leading Investors Since 1924 [cached]

Elizabeth M. Pelkey

Vice President Operations Like her peers in MIS & Client Data Services, Liz brings a wealth of experience to our firm. Before delving into the financial & wealth management sector, she worked in air freight, domestic and international, for several years. Her focus was on client services where she handled a number of areas including sales, critical path throughputs, fulfillment, transportation and logistics. Liz coordinates various information flows between account managers, clients and our portfolio managers. She also oversees details with deposits, transfers and IRA distributions. Liz can be wearing one of several different hats to help keep information accurate and up-to-date. She holds her professional certifications in transportation and logistics from Holyoke Community College and attends professional conferences/workshops specific to financial planning and wealth management information services.

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