Luther Lockwood

About Luther Lockwood

MBL Advisors is a boutique financial services firm specializing in Business Exit…

Experience

1. President & Managing Principal

   Mbl Advisors

   Jan 1996 — Present · Charlotte, NC, US

   For over 30 years Luther has been a trusted advisor to corporate and affluent clients. Luther joined the firm in 1996 and was named partner prior to the sale of the business to Wachovia in He lead the repurchase and rebranding of the firm to MBL ADVISORS in 2009.During his tenure at Wachovia/Wells Fargo he held a number of leadership positions including Managing Director of the Executive Benefits Group where he was responsible for over $2 Billion in retirement assets. He also served as Managing Director-National Accounts for Wachovia Insurance Services advising clients of the National Wealth Management team and the Family Office practice of Calibre. Today, Luther works with privately held businesses in Business Exit Planning, the design of Strategic Management Incentives for Long-Term Employees (SMILE), corporate retirement plans, executive benefits and wealth transfer plans for affluent families.Securities and Investment Advisory Services offered through M Holdings Securities, Inc, a Registered Broker Dealer, Member FINRA/SIPC. MBL Advisors, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. and have not been reviewed for accuracy or completeness. The material and the opinions voiced are for general information only. The testimonials/recommendations are not indicative of future performance or success. Please go to for a complete list of states where I am registered. Residents of other states should consult with a local registered representative for securities products. MBL Advisors, Inc. is a member of M Financial Group. Please go to for further details regarding this relationship.

Education

• University of Georgia - Terry College of Business

  BBA

Skills

• Financial Advisory
• Family Office
• Wealth
• Succession Planning
• Executive Pay
• Insurance
• Strategic Planning
• Leadership
• Retirement
• Securities
• Estate Planning
• Wealth Management
• Investments
• Pensions
• Employee Benefits
• Retirement Plan Consulting
• Retirement Planning
• Executive Compensation
• Finra
• Wealth Transfer Planning
• Mergers & Acquisitions