History of MBL Advisors

Originally incorporated in 1985, the firm began as a boutique regional insurance advisory firm, focused on providing sophisticated insurance solutions to its high net worth clients. The firm expanded its service offerings shortly thereafter to include specialized design, implementation and administration of executive benefit programs for our corporate clientele.

The firm joined the M Financial Group in 1987. This Strategic Partnership provides our clients access to innovative ideas, products and services for the unique needs of the high net worth and institutional clients, it allows us a voice – your voice – in the design and development of future products and services. The firm enjoyed a period of steady growth through the 1990s culminating in the sale of the business to Wachovia Bank, NA in 1999.

In 2009, the name of the firm was changed to MBL Advisors when the firm was acquired from Wachovia/Wells Fargo after almost a decade of ownership by the bank. In our current ownership structure, we have the flexibility to work with our clients in designing and creating customized solutions for unique client needs and leverage the relationships of the other advisory businesses within McColl Brothers Lockwood.

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