Jonathan Dry

About Jonathan Dry

MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through MBL Wealth. MBL Advisors is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Experience

1. Partner

   Mbl Advisors

   Jan 2022 — Present · Charlotte, NC, US

Education

• Wake Forest University School of Business

  MBA

  2005 — 2007

• The University of North Carolina at Chapel Hill

  BSBA in Business Administration, Business

  1998 — 2001