Travis Olszewski

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lewes, DE 19958-6215

Credentials

Series 63, Series 66

Industry experience

17 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations General estate planning guidance

Occupation focus

Doctor or Medical Professional Educators, Teachers, and Academics Government Employee

Work history

Edward Jones

2024 - Present (2 years)

World Equity Group Inc

2024 - 2024 (1 year)

The Leaders Group Inc

2021 - 2023 (2 years)

Wealthvest

2019 - 2024 (5 years)

Private Advisor Group

2018 - 2019 (1 year)

LPL Financial LLC

2018 - 2019 (1 year)

Pacer Financial Inc

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Peni W

Series 66

Lewes, DE

Janney Montgomery Scott

Peni Warren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1982, collaborating with clients and their families to understand their financial situations and priorities. Her approach emphasizes personalized wealth management strategies tailored to clients' long-term objectives. Peni’s expertise spans a wide range of client focus areas, including college education planning, family wealth management strategies, legacy planning, retirement income, special needs planning, small business strategies, and investment strategy for individuals and corporations. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peni earned her high school diploma from Lake Forest High School. In addition to her professional work, Peni is involved in her community through volunteering with organizations such as the Delaware State Fair and The Fund For Women. Her personal interests include cooking, gardening, interior decorating, knitting and crocheting, painting, and running.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Family Business General estate planning guidance

Crystal V

Series 66

Lewes, DE

Janney Montgomery Scott

Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.

Wealth management Tax-loss harvesting General estate planning guidance Retirement income strategy ESG / Sustainable investing Women's Finance Values-based investing

Christopher F

Series 63, Series 66

Lewes, DE

Janney Montgomery Scott

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Parents Married/Couples/Partners Mid-Career Professionals

Janet M

CFP®, Series 63, Series 66

Lewes, DE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Christopher J

Series 63, Series 65

Rehoboth Beach, DE

Merrill

Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.

Wealth management

Lance R

ChFC®, Series 66

Millsboro, DE

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General estate planning guidance Newlywed/Engaged
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