Janney Montgomery Scott, a full-service wealth management, financial services and investment banking firm, headquartered in Philadelphia, Pa., has named Coleen Kramer Beal as the firm's 2016 Values Recognition Award recipient. She is a senior registered private client assistant and a member of The Velnoskey Wealth Management Group, 15 E. Main Street, Suite 218, Westminster. Beal is the first branch office employee to receive the award, which recognizes employees who embody Janney's core values to be results driven, to exceed expectations, to keep people at the center and to deliver with integrity.
Beal started working with the team in 2005, and is the director of communications and clients' first point of contact. She oversees all administrative services, serves as estate administrator, holds the Certified in Long-Term Care designation and is the team contact for insurance planning. She was a featured speaker on a social media panel at the firm-wide Women's Initiative Network fall conference. She is a member of the Carroll County Chamber of Commerce Education Committee and Leadership Carroll Class of 2017, and the board of directors for the Marriage & Relationship Education Center.