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Ms. Coleen Kramer Beal, AWMA

Financial Advisor

Velnoskey Wealth Management Group

Coleen Kramer Beal started working with the team in 2005 as a Senior Registered Private Client Associate.   Determined to be of greater service and value to our clients, Coleen obtained the Certified in Long-Term Care (CLTC) designation in March 2015 and the Accredited Wealth Management Advisor (AWMA®) designation in November 2017.  Coleen graduated Janney’s Financial Advisor Development Program in July 2018.  Coleen is passionate about helping our clients and their families plan for a successful financial future.  She oversees our administrative and client relationship services, serves as our estate administrator, and is our team contact for insurance planning.

Prior to joining Janney, Coleen worked with our team at Morgan Stanley and its predecessors.   Before moving to Maryland in 2005, she was a Branch Operations Manager, Assistant Vice President at Prudential Securities in Destin, Florida. Coleen graduated magna cum laude from the University of West Florida with a bachelor’s degree in Legal Administration. Coleen proudly earned the Janney Values Award in 2016, she was the first Chairperson of the Janney Private Client Associate Council, and is a Steering Committee member of Janney’s Women’s Interactive Network (WIN).

Giving back and participating in the community is important to Coleen.  She is an active member of her church helping with children’s ministries and serves on the Board of Directors for the nonprofit Marriage and Relationship Education Center (MREC).  Coleen is also an Ambassador for the City of Taneytown and the Carroll County Chamber of Commerce. 

Coleen grew up in an Air Force family and appreciates the unique challenges faced by military families.  Her oldest of 5 children is currently serving in the U.S. Navy.  Coleen and her husband, John, live in Taneytown with their family. 
 

15 E. Main St., Ste. 218
Westminster, MD 21157

443-201-2088
Fax: 410-848-1218
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