Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Shannon is a graduate of The University of Maryland at College Park. She has worked in the financial services industry for almost 32 years. She started her career with Phoenix Mutual Life Insurance Company and later moved to Ferris Baker Watts and Legg Mason Wood Walker (in 2006 Legg Mason Wood Walker was acquired by Smith Barney and Morgan Stanley).
Shannon holds Finra Series 7,63 and 65 Licenses. She takes pride in her asset research, portfolio review, and implementation process. Utilizing a long-term strategy, while maintaining the flexibility to respond to various short-term fluctuations, Shannon navigates market cycles with the experience and innovation that helps her clients reach their financial goals.
Shannon is actively involved with Special Olympics DC.
John McCarthy is a critical part of the team’s daily process providing highly personalized client service. He is responsible for day-to-day operations and administration of client accounts. John graduated from Seton Hall University with a double major in Finance and Technology and a minor in Wealth Management. He holds his Series 7 and 66 securities licenses.
Outside of the office, John enjoys passing the time on the golf course and rooting for the Pirates.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.