WHY FRIED MOURO WEALTH MANAGEMENT My team and I have helped affluent individuals, especially Dentists, corporate executives, small business owners, and other medical and legal practitioners pursue their financial goals with thoughtful investment guidance. The clients I serve typically have grown a business or enjoyed a high-earning career while raising their families-and are now ready to focus on their wealth management and retirement goals. My guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step. My passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve. CONNECT WITH US FOR: Goals-based wealth management Retirement accumulation and income planning strategies Dental office and small business 401k , defined benefit or Simple IRA plans Executing philanthropic or legacy goals Managing wealth-based risk MY BOARD AFFILIATIONS Morrisville, NC Chamber of Commerce Immediate Past Chairman and Executive Board North Carolina Services for Dentistry Board Past Board President North West Cary YMCA Board Chairman A Helping Hand Non Profit Board Member WHEN I'M NOT WORKING: I enjoy Distance Running, Working Out, YOGA, Refereeing club, high school and college soccer matches, and traveling with my family. I attend Crosspointe Church in Cary, NC. I have two adult children and live in Cary, NC with my wife, Jan and our BRITTANY, Maggie. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. 