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 and Managing Director-National Accounts for the National Wealth Management team that supported the bank’s multi-family, family office practice. 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 has served as President of both the Charlotte Estate Planning Council and Charlotte Chapter of the Society of Financial Services Professionals. He is a member of the Charlotte Area Compensation Council, Finseca, and NAPA. 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 previously chaired the YPO Golf Network, overseeing outings and events for over 3000 worldwide members.

His other business activities include serving as the Founder and Board Chair of ML Bio Solutions, a BridgeBio Company with the mission to leverage the research created at the McColl Lockwood Laboratory for Muscular Dystrophy Research at Atrium Health into an FDA approved patient solutions. The Company is currently conducting a clinical trial for a small molecule drug therapy and has received orphan drug and fast track status from the FDA. He serves on the Board of Directors of One Direct Health Network, a distributor of technology enhanced rehabilitation equipment.

As a volunteer, Luther has been a global advocate for various Limb Girdle Muscular Dystrophy organizations since the founding of the McColl Lockwood Lab over 20 years ago. He is a member of the Atrium Health Board of Advisors, Chairs the Investment Oversight Committee, serves as Vice Chairman o the Atrium Health Foundation and is a member of the Advocate Health Investment Committee. In the community he is a past Chairman of Discovery Place and served on the Board of the Greater Charlotte Cultural Trust.

Luther earned his BBA degree in Risk Management and Insurance (RMI) from the University of Georgia Terry College of Business, ranked Number One RMI program by US News & World Report Best Colleges 2023 Edition. He’s been an active alumnus serving on the UGA Alumni Association Board and as an Emeritus Member of the Terry Alumni Board. Luther holds the CLU, ChFC, Certified Business Exit Planner (CEPA), Accredited Estate Planner (AEP), Registered Health Underwriter (RHU) designations. He is a Registered Representative (RR) of M Holding Securities, where he is a member of the Advisory Committee. He is an Investment Advisor Representative (IAR) of MBL Wealth LLC, an SEC registered firm he founded in 2019.

CA Insurance License #0C84566