Janney Montgomery Scott has expanded its footprint in Delaware with the addition of Warren-Fantano Wealth Management, a team overseeing more than $1 billion in client assets. The group will operate from the firm’s newly opened Middletown office as well as its Lewes location.
The team is led by Managing Directors and Financial Advisors Peni Warren and Chris Fantano, with Fantano also serving as Branch Manager of the Middletown office. They are joined by Senior Registered Private Client Associate Crystal Van Lenten and Senior Private Client Associate Catherine Huffman. The advisors previously were affiliated with Merrill Lynch.
Janney said the move strengthens its presence in Delaware and reflects continued momentum in recruiting experienced advisory teams seeking greater independence within a boutique firm environment.
Warren began her career in financial services in 1982 and has more than 43 years of experience guiding clients through multiple market cycles. She holds the Chartered Retirement Planning Counselor designation and focuses on developing personalized financial strategies designed to serve as a strong foundation for achieving long-term goals. Outside of her professional work, she serves on several community boards and organizations, including The Delaware State Fair, Bayhealth Foundation, Delaware Community Foundation, and The Fund for Women.
Fantano brings more than 20 years of experience across traditional and private markets. He works with multi-generational families, private foundations, and business owners, combining investment management with personalized financial planning strategies. He is a graduate of The University of North Carolina at Charlotte and holds both the Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor designations.
Van Lenten has more than 13 years of experience in financial services and supports the advisory team in business growth and client relationship development. She earned her bachelor’s degree from the University of Colorado at Boulder and holds Series 7 and 66 registrations, along with the Chartered Retirement Planning Counselor designation.
Huffman has been part of the team for more than 20 years and brings over three decades of banking industry experience. She coordinates client reviews and often serves as the first point of contact for clients, helping maintain long-standing relationships.
KEY QUOTES
“Joining Janney allows us to serve our clients in the way we believe is best. The firm’s boutique size and collaborative culture give us the flexibility to run our practice, while providing the resources that allows us to continue delivering the service and advice our clients have come to expect.”
Peni Warren, Managing Director, Financial Advisor
“We’re thrilled to welcome Peni, Chris, and the Warren-Fantano Wealth Management team to Janney. They have built an impressive practice grounded in long-standing client relationships and comprehensive advice. Their decision to join Janney reflects the strength of our culture and our continued momentum in attracting experienced advisors who value independence, partnership, and long-term growth. We look forward to supporting their continued success.”
Bob Steinke, Regional Director
“I’ve known Peni and Chris for many years and have long respected the way they care for their clients and lead their team. We’re excited to welcome them to Janney and to support their continued success. Their addition further strengthens our presence in Delaware, and we look forward to building on the strong foundation we have in the region with such an experienced and high-quality team.”
Vince Crognale, Complex Director
