LeadIQ logo
Learn more at LeadIQ.com

MBL Advisors Inc Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

MBL Advisors Inc is a boutique financial services firm based in Charlotte, North Carolina. It serves corporate and individual clients with services that include business exit planning, wealth management, executive and corporate retirement benefits, and private client insurance solutions. Investment advisory services are provided through MBL Wealth, LLC, a Registered Investment Advisor, with securities offered through M Holdings Securities, Inc., and insurance products distributed by MBL Advisors Inc.

Its client base includes business owners and individuals seeking integrated planning across personal and corporate finances. In 2026, MBL Advisors announced the acquisition of TPG Consulting LLC, signaling expansion through strategic growth.

Find MBL Advisors Inc employees' phone numbers or email addresses

MBL Advisors Inc Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

MBL Advisors Inc's Leadership

  • Stylized image of a person
    S. M.
    Chief Operating Officer / Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    President & Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. D.
    Advisor, Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Director
    Phone icon
    Mobile Phone

MBL Advisors Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from MBL Advisors Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    Partner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    L. L.
    President & Managing Principal
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 23, 2026
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 23, 2026
  • Stylized image of a person
    B. G.
    Partner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 26, 2026
  • Stylized image of a person
    S. M.
    Chief Operating Officer / Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 24, 2026
  • Stylized image of a person
    N. D.
    Advisor, Managing Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 14, 2026
  • Stylized image of a person
    B. G.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 26, 2026
  • Stylized image of a person
    T. W.
    Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    M. G.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    A. C.
    Private Client Services Associate
    Phone icon
    Mobile Phone
    Mar 24, 2026

Frequently Asked Questions

What is MBL Advisors Inc known for?

Minus sign iconPlus sign iconMBL Advisors Inc was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 301 South Mcdowell Street Suite 1100 Charlotte, North Carolina 28204 United States; you can contact the main corporate office by phone at
+1-704-333-****
. Explore MBL Advisors Inc's company overview page for more information.

What is MBL Advisors Inc's most common email format?

Minus sign iconPlus sign iconMBL Advisors Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MBL Advisors Inc email formats with LeadIQ.

How many employees does MBL Advisors Inc have currently?

Minus sign iconPlus sign iconMBL Advisors Inc has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are MBL Advisors Inc's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, MBL Advisors Inc's key employees include:

  • Chief Operating Officer / Chief Compliance Officer: S. M.
  • President & Managing Principal: L. L.
  • Partner: J. D.
  • Partner: B. M.
  • Partner: B. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.