Luther Lockwood, Managing Principal
Luther brings a broad range of wisdom and experience in advising clients in Business Exit Planning, Executive Benefits, Wealth Management and Private Client Insurance Solutions. He enjoys working with privately held businesses, entrepreneurs, corporate executives, and family offices in collaboration with their team of professional advisors. Luther started his career in Atlanta in the late 1980s, merged his practice with the firm in 1996 and was named partner prior to the sale of the business to Wachovia (now Wells Fargo) in 1999. During the firm’s period of ownership by the bank he held a number of leadership positions including Managing Director of the Executive Benefits Group where he was responsible for the origination, plan design and service for over $2 Billion of retirement assets. Luther also served as Managing Director-National Accounts for the National Wealth Management team and supported the Family Office practice of Calibre (now Abbot Downing). He led the effort to repurchase the firm from Wells Fargo in early 2009 and rebrand the company as MBL Advisors.
Luther’s industry involvement is extensive, where he serves as a voice for his clients. He served as President of both the Charlotte Chapter of the Charlotte Estate Planning Council and Society of Financial Services Professionals. He is a member of the Charlotte Area Compensation Council, AALU, NAPA and NAEO. He is a member of Young Presidents Organization (YPO) Gold, past Chairman of YPO in North Carolina and past member of the YPO Southern 7 Chapter Board. For fun, he currently chairs the YPO Golf Network, overseeing activities and outings for over 2800 worldwide members.
In the community, Luther serves on the Board of Directors of the Atrium Health Foundation where he has been actively involved for over 15 years with the McColl-Lockwood Laboratory for Muscular Dystrophy Research. He is the Vice Chairman of the Investment Oversight Committee at Atrium Health which oversees over $7 Billion of the hospital systems investable assets for future expansion, the 401(k) plan, the defined benefit pension and the Foundation. He is the Immediate Past Chairman of the Board of Trustees at Discovery Place where he chairs the Governance and Investment Policy Committees. He recently joined the Board of the Greater Charlotte Cultural Trust at the Foundation for the Carolinas.
His other business activities include serving as the Founding Chairman of ML Bio Solutions, a Charlotte based biotech company with the mission to leverage the research created at the McColl Lockwood Lab into FDA approved patient solutions. He also serves on the Board of Directors of Atlanta based One Direct Health Network, a distributor of technology enhanced rehabilitation equipment.
Luther earned his BBA degree in Risk Management and Insurance (RMI) from the University of Georgia Terry College of Business, currently ranked Number One RMI program by US News & World Report. He’s an active alumnus currently serving on the UGA Alumni Association Board, as an Emeritus Member of the Terry Alumni Advisory Board and as a past Guest Lecturer-Practitioner at the Terry College. Luther holds the CLU, ChFC, Accredited Estate Planner (AEP), Registered Health Underwriter (RHU) designations. He is a former member of the Advisory Committee of M Holding Securities where is an Investment Advisor Representative (IAR) and a Registered Representative (RR).