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Joseph Bataille

Advisor at Principal Financial Services

Updated today
Principal Financial Services logo

Firm

Principal Financial Services

Location

Georgetown, DE

Credentials

Series 66

Industry experience

2 years

Work history

Principal Securities, INC.

2025 - Present (1 year)

Principal Life insurance Company

2025 - Present (1 year)

Bankers Life Advisory Services, Inc

2024 - 2025 (1 year)

Bankers Life Securities, Inc

2023 - 2025 (2 years)

Bankers Life & Casualty, Inc

2020 - 2025 (5 years)

World Relief Corporation

2014 - 2020 (6 years)

Disclosures

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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

Travis O

Series 63, Series 66

Lewes, DE

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Doctor or Medical Professional Educators, Teachers, and Academics Government Employee

Janet M

CFP®, Series 63, Series 66

Bethany Beach, 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

John R

Series 66

Seaford, DE

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management

Melinda T

Series 63, Series 66

Laurel, DE

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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