

ABOUT POMFRET
The Pomfret Financial Company was formed in 1975 by Edwin (Ed) B. Peacock, Jr. CLU. He is retired and has been succeeded by his son, Edwin B. Peacock III, CLU, who now serves as the company President.
Pomfret Financial is an independently‐owned, insurance and investment group. We are not tied to any one company, product or provider. We help families, professionals, business owners, and nonprofit organizations with customized risk management and tax‐efficient accumulation planning.

THE POMFRET FINANCIAL COMPANY & ART ON EAST MOREHEAD
1115 E. MOREHEAD ST. CHARLOTTE, NC 28204
WHAT WE DO
Personal Planning
Business Planning
We help companies establish and maintain a suitable and cost-efficient combination of benefits in order to recruit, reward, and retain their most profit-generating employees.
Corporate Sponsor Benefit Planning
OUR TEAM

EDWIN B. PEACOCK III
CLU®
PRESIDENT

KAY PARRISH
––
DIRECTOR, CLIENT SERVICES

ED PEACOCK
CLU®
CHAIRMAN
OUR BACKSTAGE TEAM

CHRIS FINEFROCK
MBA, CFP®
FINANCIAL/RETIREMENT PLANNING SPECIALIST

KEITH MILLER
MBA, CLU®, ChFC®
PLANNING SPECIALIST
–

MICHAEL MCCLARY
MBA
SENIOR INVESTMENT ANALYST
–

TOM LOVE
CLU®, FLMI
LIFE INSURANCE ANALYST

CHRIS BOTTARO
MBA
SENIOR UNDERWRITER
ART GALLERY
LIFE IS ART!
Art in all its forms was the essence of Gail. Throughout her life, she was deeply involved in artistic efforts in a broad range of media. Over the years, she worked in pastels, acrylics, oils, watercolors, batiks, sculpture, paper mâché and several other art forms. Gail’s creative energy inspired multiple generations of students and friends alike, but most especially her husband and two sons.
COMMUNITY SERVICE


EDWIN B. PEACOCK III
CLU®
PRESIDENT
- Edwin’s career as a financial services professional began in the mortgage industry in 1992 in the Washington DC area. In 2000, he transitioned into the insurance and investment industry with New England Financial in Bethesda, MD.
- In 2003, he returned to his hometown of Charlotte to assist his father in the succession planning of Pomfret Financial. Between 2003 and 2019, the firm primarily represented Northwestern Mutual.
- In 2019, Pomfret Financial entered into an independent relationship with Valmark Financial Group, a national, by- invitation-only resource consortium composed of a select group of successful, independent wealth and insurance planning firms.
- Edwin is a graduate of Charlotte Country Day School and received a Bachelor of Arts degree in Political Science from The University of Georgia.
- Edwin is married to his college sweetheart, Amy Rupertus Peacock. They have two teenage children.
-
Edwin can be reached at 704-288-4999 x 101 or at edwin@pomfretfinancial.com
KAY PARRISH
DIRECTOR, CLIENT SERVICES
Kay can be reached at 704-288-4999 x 102 or at kay@pomfretfinancial.com
ED PEACOCK
CLU®
CHAIRMAN
- Ed began his career in sales with IBM in 1964. In 1974, he entered the life insurance business with New England Mutual Life Insurance Company.
- Over his 33-year career, he developed specialty insurance programs for public and privately-held companies across the United States.
- Ed is a graduate of The University of North Carolina at Chapel Hill.
- Ed is retired and is married to Libby Edwards Peacock.
- Ed can be reached at edpeacock@pomfretfinancial.com
CHRIS FINEFROCK
MBA, CFP®
FINANCIAL/RETIREMENT PLANNING SPECIALIST
Chris Finefrock is the Vice President of Financial Planning at our partner firm, ValMark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various insurance and advisory solutions intended to assist clients with risk management and reaching their retirement accumulation and/or distribution goals. Chris holds a BS degree in Financial Services and an MBA in Finance from The University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.
KEITH MILLER
MBA, CLU®, ChFC®
PLANNING SPECIALIST
Keith Miller is Vice President of Insurance Planning with our partner, ValMark Financial Group. In his role, he is responsible for customized wealth transfer solutions, holistic life insurance design, and carrier and product analysis. Keith brings extensive experience in wealth transfer planning from his previous positions in senior management with Highland Capital Brokerage and NFP. Keith is a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He has been a national presenter at the Association for Advanced Life Underwriting (AALU) annual conference and has been featured and published in industry publications. Keith received an MBA in Finance from the University of Alabama and a BA from Samford University.
MICHAEL MCCLARY
MBA
SENIOR INVESTMENT ANALYST
–
TOM LOVE
CLU®, FLMI
LIFE INSURANCE ANALYST
PAMELA BANCSI
JD, CFP®
LIFE SETTLEMENT SPECIALIST
CHRIS BOTTARO
MBA
SENIOR UNDERWRITER