Our Team
With over 60 years of combined industry experience, Fried Mouro Wealth Management strives to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
Philip has worked in financial services for almost 30 years and currently holds the CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Planning CounselorSM designations. He is a graduate of Hofstra University in New York with a bachelor’s degree in Economics.
Having navigated clients through bull and bear markets for nearly three decades, Philip takes a holistic approach to his clients' entire financial picture, taking into consideration each individual's and family's unique needs. Using his extensive experience in financial planning, insurance, investments, tax-minimization strategies, retirement planning and portfolio risk management, he assists and guides his clients to accumulate wealth and plan for life's necessities. Philip also manages their portfolios through evolving market and economic environments. He has a passion for helping clients define goals and establish a prudent strategy centered on their priorities, making adjustments as inevitable life changes occur.
Philip is very active in his Church, having served on Parish Council, and as a member of the Choir. He and his wife enjoy traveling, hiking, and spending time at their west coast Florida beach home.
After a successful career in the specialty chemical industry, Robert brings a unique perspective to wealth management. Now, with almost 20 years in financial advisory, he enjoys helping a loyal and growing clientele look forward to meaningful goals he's helped them identify. Clients include dentists, physicians, business owners, individuals, and families building wealth who benefit from his experience and consideration throughout their investment lifetimes.
Robert's professional designations include the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification from the Certified Financial Planner Board of Standards, the Chartered Retirement Planning Counselor® (CRPC®), the Certified Plan Fiduciary Advisor®, (CPFA®) designation from the National Association of Plan Advisors, and the Certification for Long Term Care (CLTC®). Robert earned a B.S. in Chemical Engineering from the University of Florida and an MBA from Oakland University.
Active in the community, Robert is a member of the Rotary Club of Morrisville and a Board Member of the Northwest Cary YMCA. He and his wife enjoy traveling, snow skiing, and spending time with their two sons and their spouses. You can also find him cheering for the Carolina Hurricanes and Florida Gators and dining with friends and family.
Drew Oberg is a Financial Advisor with over six years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. As a Financial Advisor at Janney Montgomery Scott, Drew values the firm’s privately owned, boutique-style structure, which allows him to provide highly personalized service and makes it simple for clients to do business. He holds his Series 7 and Series 66 licenses and is Life Insurance Certified, equipping him to deliver comprehensive and coordinated financial strategies tailored to each client’s unique situation.
What truly differentiates Drew is his deep emotional intelligence and empathetic connection with clients. He believes financial advice is not just about numbers, but about understanding a client’s fears, goals, family dynamics, and long-term vision. He specializes in charitable giving strategies, windfall management, tax-efficient planning, and retirement income planning. Whether guiding someone through an inheritance, a business sale, or preparing for retirement, Drew helps clients avoid costly mistakes, uncover hidden risks, and bring structure to complex financial situations in ways that can lower lifetime tax bills and increase clarity.
Drew works primarily with high-net-worth individuals and families, real estate divestors, pre-retirees over age 45, and healthcare professionals. He is especially valuable during pivotal life transitions such as job changes, major inheritances, liquidity events, and the years leading up to retirement. His clients value wealth organization, a defined and repeatable planning process, accountability, objectivity, and proactive guidance. They appreciate having an advisor who identifies financial problems before they become irreversible and who provides thoughtful, independent judgment when important decisions arise.
Drew’s philosophy is simple: money is a utility. It is a tool that should be skillfully managed throughout life to help achieve a maximum return on life, not just return on investment. He believes his greatest value lies in finding problems clients may not yet see, such as underfunded retirement plans, unnecessary tax burdens, or inappropriate investment risk. His role is to uncover those risks early, educate clients clearly, and work collaboratively to solve them before they become too challenging to overcome. Through disciplined tax strategies, wealth accumulation planning, financial organization, and retirement income design, he helps clients gain a deeper understanding of their financial picture and experience greater peace of mind.
Clients can expect a lifelong partner in an ever-changing financial landscape, proactive communication during market volatility and ahead of important financial milestones, and an accessible team that is ready to serve. No two clients are the same, no two market cycles are the same, and no two financial situations are the same. Drew takes the time to deeply understand each client’s goals, dreams, and concerns so he can provide knowledgeable, objective guidance when it matters most. His clients trust him, often with their entire life savings, and he does not take that responsibility lightly. Striving to be a worthy steward of that trust is central to everything he does.
Drew lives in Raleigh, North Carolina, with his wife Alexis, their daughter Hayden, their son Parker, and their two dogs, Izzy and Franklin. Outside of serving clients, he is a competitive swimmer, a yoga enthusiast, a member of the YMCA of the Triangle Advisory Board, and a proud alumnus and devoted fan of the University of North Carolina at Chapel Hill.
Crystal brings more than 17 years of experience supporting financial advisors and client associates. With her experience
in brokerage operations, she is excited to make a positive contribution as a Registered Private Client Associate. Crystal is
conscientious, professional, and adaptable. She strives to make every client contact a positive and pleasant experience.
Crystal was born in Wilmington, North Carolina and graduated from The University of North Carolina Greensboro. In her
spare time, Crystal enjoys spending time with family, cooking, camping, bowling, reading, and writing.
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.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association