Peggy Kelleher

Focus

Peggy provides financial strategies based on each client’s unique needs and circumstances. She achieves this by getting to know her clients on an individual level, to develop a financial strategy that addresses their personal and business objectives. Peggy believes financial knowledge is invaluable and has an educational approach to her advice. She always ensures that each client understands their investment choices and strategy.

Background and Experience

For nearly two decades, Peggy has helped families and businesses with their financial needs. She proudly dedicates her time and effort, enabling financial peace of mind for her clients. Peggy began her career with UBS in Palm Beach, FL, gaining experience in both the insurance and securities sectors. After being recruited, she joined Morgan Stanley as a financial advisor, where she continued to assist clients with their financial strategies for over a decade. Her experiences provide her with a broad view of financial offerings, which she brings to her clients in a personal manner.

Seeking to expand her financial skillset, she successfully completed the Chartered Retirement Planning Counselor program (CRPC). This designation confirms that Peggy can create comprehensive assessments of individual's financial needs for retirement, while considering their retirement income sources, tax implications, and estate needs.

Throughout her career Peggy has weathered the ups and downs of the market and remained steadfast by her clients’ sides. Her personal desire for each client to succeed in their financial outcomes and legacies drives Peggy to go the extra mile. Now as a partner with Stoic Financial, she continues to provide financial strategies based on each client’s unique needs and circumstances.

Away from the office

Peggy spends her free time with her son Sean and her many friends. She supports local causes in the community by volunteering with several organizations from the Delray Library to disadvantaged youth, as well as the local arts and other local non-profits. She acts as a board member to the Kiwanis Club of Delray Beach and the Delray Beach Initiative. Peggy enjoys morning walks and cycle rides, sunrises at the beach, traveling with friends and family and getting to know her clients over a cup of coffee.