Coleen Kramer Beal, AWMA®, CDFA®, CLTC®

Westminster, Maryland, United States Contact Info
1K followers 500+ connections

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About

Aloha! I am a partner with the Velnoskey Wealth Management Group at Janney Montgomery…

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Experience & Education

  • The Velnoskey Wealth Management Group of Janney Montgomery Scott LLC

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Licenses & Certifications

Volunteer Experience

  • Marriage and Relationship Education Center Graphic

    Treasurer Board of Directors

    Marriage and Relationship Education Center

    - Present 8 years 1 month

    Education

    The Marriage & Relationship Education Center is a 50l (c)3 faith-based organization established in 2004. Our mission is to serve their community through relationship education so that marriages and families thrive. We offer programs and services that are rooted in biblical principles and research-based.

  • Carroll County Chamber of Commerce (Maryland) Graphic

    Founder & Chair of the Carroll County Women’s Conference

    Carroll County Chamber of Commerce (Maryland)

    - Present 4 years 6 months

    Education

    What started as a small vision has become one of the top educational and networking events for women in Carroll County! We have brought literacy on finances, health, wellness and so much more to over 450 women in the first 2 years. The event supports scholarships at Carroll Community College, McDaniel College and the Chamber of Commerce Leadership Carroll Program.

  • Carroll County Chamber of Commerce (Maryland) Graphic

    Member, Board of Directors

    Carroll County Chamber of Commerce (Maryland)

    - Present 4 years 7 months

    Economic Empowerment

    The Carroll County Chamber of Commerce exists to promote a sound economic environment in which our business community can prosper.

  • Carroll County Chamber of Commerce (Maryland) Graphic

    Member, Ambassador Committee

    Carroll County Chamber of Commerce (Maryland)

    - Present 6 years

    Economic Empowerment

    Ambassadors serve as official representatives of the Carroll County Chamber of Commerce. They welcome new members with a phone call or visit and help with introductions at events. Ambassadors also keep in touch with existing members to provide feedback on Chamber services.

  • Children's Ministry

    Uniontown Bible Church

    - Present 12 years

    Children

    Grateful for the opportunity to give back to my community through volunteering in many aspects of children's ministry including teaching, summer camps and other special programs.

  • Girls on the Run of Central Maryland Graphic

    Board Member

    Girls on the Run of Central Maryland

    - 1 year 1 month

    Education

    At Girls on the Run Central Maryland, teaching critical life skills is the cornerstone of their research-based programs. Meeting in small teams, trained volunteer coaches inspire girls of all abilities to strengthen confidence and other important life skills through dynamic, interactive lessons and physical activity.

Honors & Awards

  • Honorable Mention for the Catalyst Award in the 2023 Invest in Others Awards

    Invest in Others Awards

    The Invest in Others Awards recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. The Catalyst Award is presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. Coleen…

    The Invest in Others Awards recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. The Catalyst Award is presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. Coleen received an Honorable Mention in this category for her work with the Marriage and Relationship Education Center.

  • 2016 Values Award Winner

    Janney Montgomery Scott LLC

    Selected as the 1st branch office recipient for consistency and excellence of the following values:
    *Deliver with integrity
    *Drive for results
    *Keep people at the center
    *Exceed expectations

Organizations

  • Janney’s MAC WIN

    Founder, Chairperson

    - Present

    The Women's Interactive Network (WIN) exists to improve the business and professional environment for all at Janney, with an emphasis on the advancement, retention, and recruitment of women at the Firm. The Mid Atlantic Chapter (MAC WIN) is the first sub chapter of WIN. It was created in 2019 to encourage corporate and community engagement at a local level with our regional offices.

  • Janney's Women's Interactive Network (WIN)

    Member

    - Present

    The Women's Interactive Network exists to improve the business and professional environment for all at Janney, with an emphasis on the advancement, retention, and recruitment of women at the Firm.

  • Janney PCA Council

    Chairperson

    -

    Elected as the Chairperson for the newly formed PCA Council at Janney Montgomery Scott LLC. The mission of the council is to provide a forum where the ideas of Private Client Assistants to improve processes, procedures, and services throughout the entire organization can be discussed and solutions implemented.

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