History of MBL Advisors

Originally incorporated in 1985, the firm began as a boutique regional insurance advisory firm, focused on providing sophisticated insurance solutions to its high net worth clients. The firm expanded its service offerings shortly thereafter to include specialized design, implementation and administration of executive benefit programs for our corporate clientele.

The firm joined the M Financial Group in 1987 . This Strategic Partnership allows us to not only access the best products and services for the unique needs of the high net worth client, it allows us a voice – your voice – in the design and development of future products and services . The firm enjoyed a period of steady growth through the 1990s culminating in the sale of the business to Wachovia Bank, NA in 1999.

In 2009, the name of the firm was changed to MBL Advisors when the firm was acquired from Wachovia/Wells Fargo after almost a decade of ownership by the bank. In its current ownership structure, we have the greatest flexibility to work with our clients in designing and creating customized solutions to unique client needs.

100 N. Tryon Street (Map)
Suite 5410
Charlotte, NC 28202
Phone: 704.333.8461
Fax: 704.342.0782
MBL Advisors and their agents are presently licensed to sell traditional life insurance in AL, AK, AZ, CA, CO, CT, FL, DE, DC, GA, HI, IL, IN, KY, MD, MA, MI, MN, MO, NC, NV, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
MBL Advisors is owned and operated independently from M Holdings Securities, Inc. MBL Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.