Janney has expanded its presence in North Carolina with the opening of an office in Cary, the firm’s fifth branch office in the state, and third in the Raleigh region.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, has expanded its presence in North Carolina with the opening of an office in Cary, the firm’s fifth branch office in the state, and third in the Raleigh region.
The new office is led by Philip Fried and Robert Mouro of the Fried Mouro Group. They are joined by Crystal Woodberry, a Registered Private Client Associate, and Shana Clark, a Private Client Associate. William Sewell, who recently joined Janney as Complex Manager, will also oversee and support the office as part of Janney’s larger presence in the region including Raleigh and Goldsboro.
“North Carolina is an important growth market for the firm and an additional office in the Raleigh region enhances our ability to meet the needs of our clients in the area,” said Andy Kistler, Southeast Regional Manager. “The Fried Mouro Group has served the Cary community with comprehensive financial guidance for more than 15 years, and the office is a natural extension of our support for them since they joined Janney earlier this year.”
With over 40 years of combined industry experience, the Fried Mouro Group moved their practice to Janney in March 2019. Both Mr. Fried and Mr. Mouro hold the Certified Financial PlannerTM, Chartered Retirement Planning CounselorSM, and Certified Plan Fiduciary Advisor designations. They devote significant time, energy, and resources to help create positive change in the areas in which they live and work. The team is enthusiastically involved with assisting charitable organizations such as The Northwest Cary YMCA, Dorcas Ministries, A Helping Hand, and Habitat for Humanity.
The office is located at 2128 High House Road, Suite 201, Cary, NC 27519.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and the Securities Investor Protection Corporation. Additional company information is available at www.janney.com.