Jonathan Dry CFP®, CIMA®Managing Director

Jonathan leads the firm curating total balance sheet strategies to create purpose and legacy impact to each client. Jonathan works closely with high net worth families, business owners, and corporate executives to develop and implement integrated strategies to manage their balance sheet wealth.  Jonathan is particularly skilled in catering to the needs of family-owned and privately held businesses. He assists business owners in varied stages of growth, from young companies to established enterprises. Jonathan’s approach addresses a range of needs, including business lending, pre-transaction planning, succession planning, exit strategy, cash-flow modeling, trust and estate planning services, and philanthropy. Having grown up in a family-owned business, Jonathan knows first-hand the challenges and satisfactions that business owners face. He recognizes the importance of long-term strategy and timely execution in helping business owners preserve wealth for multiple generations.

Jonathan began his career in 2002 at the Bank of Stanly in Albemarle, North Carolina. In 2004, Jonathan joined Bank of America, now U.S. Trust. He spent seven years as a Senior Portfolio Manager and five years as a Private Client Advisor building and managing over $1B in client assets. In 2018, Jonathan was presented the opportunity to re-engage his entrepreneurial roots and build a purpose-focused wealth management practice as part of MBL Advisors.

Originally from Albemarle, Jonathan earned his B.S.B.A from The Kenan-Flagler Business School at The University of North Carolina, Chapel Hill, where he was a member of the football team. He holds an M.B.A. from Wake Forest University. Jonathan holds the Certified Financial Planner®(CFP®) and Certified Investment Management Analyst® (CIMA®) designations.  Jonathan and his wife, Erin, live in Concord with their two boys, Colby and Max.  They are members of Freedom House Community Church and are active in the local community.

Jonathan is a Board Member for the Charlotte Chapter of the Association for Corporate Growth.