McColl Brothers Lockwood

MBL, the initials for McColl Brothers Lockwood was established by Hugh L. McColl, Jr. after he retired as Chairman and CEO of Bank of America, as the family office for the McColl and Lockwood families. In addition to MBL Advisors, McColl Brothers Lockwood includes a number of complementary businesses, which are independently owned and operated:

McColl Partners
An independent investment bank providing unbiased advice and client-focused results. The primary focus of the firm is merger and acquisition advisory services, raising private capital and ESOP advisory services. www.mccollpartners.com.
Falfurrias Capital Partners
A private equity firm that acquires or invests primarily in middle-market businesses operating in the eastern United States. www.falfurriascapital.com.
MME Fine Art
Located on the Upper East Side of New York, the firm specializes in working with private art collectors to acquire original 19th and early 20th century American and European paintings. www.mmefineart.com.
McColl Fine Art
One of the premier art galleries in the Southeast with a focus on fine 19th and early 20th century paintings. www.mccollfineart.com.

As a competitive advantage we have the ability to draw on the collective wisdom, expertise and long term relationships of a talented pool of complementary professionals, stakeholders and advisors to create unparalleled service for our clients. We have firsthand experience with entrepreneurs, Fortune 500 executives, private equity firms, family businesses, family offices and private foundations.
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.