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Melanie E. Kregling, CFP®,AWMA™

Melanie E. Kregling, CFP®,AWMA™

Assistant Vice President

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location of Melanie E. Kregling, CFP®,AWMA™New Haven, Connecticut, United States

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  • Timeline

  • About me

    First Vice President /Wealth Management at Noble Wealth Advisors of Janney Montgomery Scott LLC

  • Education

    • College of Financial Planning

      2014 - 2014
      Accredited Wealth Manager Advisor

    • Bentley University

      1978 - 1982
      BS Marketing/Management

    • University of Bridgeport

      1983 - 1987
      MBA Finance

  • Experience

    • Connecticut Bank & Trust Co.

      Jan 1982 - Jan 1989
      Assistant Vice President

      Private Banking Relationship ManagerCredit AnalystManagement Trainee

    • Consultant

      Jan 1992 - Jan 1999
      Independent Consultant

      Consultant to Peoples Bank 1998-1999 - developed and led Financial Planning Awareness seminars for branch managers and customer service representativesPro-Bono financial services 1995-1997Financial planning services 1992-1994

    • Regent Retirement Planning

      Jan 1998 - Dec 2002
      Vice President

      Financial Planning

    • Quinnipiac University

      Aug 2003 - Jun 2006
      Adjunct Professor

      Financial PlanningWorld of Business - Finance Introduction to BusinessProfessional Athlete's Training Institute - Developed online course in Financial Planning and provided coaching on Finance and Investments

    • Stephens Inc.

      Apr 2006 - Dec 2010
      Wealth Management Specialist

      Financial planning and wealth management strategies

    • Janney Montgomery Scott LLC

      Dec 2010 - now
      First Vice President/Wealth Management

      Financial Advisor with a focus on financial planning and wealth management strategies

  • Licenses & Certifications

    • Connecticut Partnership for Long-Term Care

      State of Connecticut
      Feb 2013

    • Janney Retirement Income Planning Certification in conjunction with The Wharton School of Business

      Mar 2012

    • Certified Financial Planning Designation

      CFP Board of Standards
      Apr 1991