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Management Team

Jonathan Dry

Managing Director

Luther Lockwood

Managing Principal

Billy Morton

Managing Director

Brian Gift

Managing Director

Kristy Bell

CFO

Form ADV 2B

Michael Grimes

Thomas Mack

Taylor Wade

Miranda Silinski

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  • Disclaimer

    Insurance products are offered through MBL Advisors Inc. MBL Advisors and their agents are presently licensed to sell traditional life insurance in AK, CA, FL, GA, IL, MA, MD, MI, MO, NC, OR, PA, SC, TX and VA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
    Investment Advisory Services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. MBL Advisors Inc. is independently owned and operated.

    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
  • MBL Advisors

    301 S. McDowell Street
    Suite 1100
    Charlotte, NC 28204
    Phone: 704.333.8461
    Fax: 704.342.0782

    Form ADV

    MBL Wealth Form CRS

  • M Financial Member Firm

    M Financial Group Member Firm
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