Coleen Kramer Beal, AWMA®, CLTC, Financial Advisor
The Velnoskey Wealth Management Group of Janney Montgomery Scott LLC
15 E. Main Street, Suite 218 | Westminster, MD 21157
443-201-2088 | www.velnoskeywmg-janney.com
For 15 years, I have worked with the Velnoskey WMG to provide financial planning and investment advice. I am a mother of five wonderful kids and an engaged community volunteer.
What motivated you to become a financial advisor?
As an Accredited Wealth Management Advisor on a team of likeminded, experienced fiduciaries, I have the opportunity to make a significant difference in people’s lives and position them to leave a lasting legacy for future generations. Every day, I help families strategically plan for life’s most important events like the purchase of a home, the birth of a baby, the start of college, and retirement. Along each step of the journey is a careful analysis of tax concerns, estate planning, and insurance needs in an environment of constant change. Helping people to realize their many financial goals and dreams provides a wonderful sense of service and accomplishment.
Janney Montgomery Scott LLC I Member: FINRA, SIPC, NYSE