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 Wealth Management, Private Client Insurance Solutions, Business Exit Planning, Executive and Corporate Retirement Benefits and Business Exit Planning crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates.
We provide objective advice to our clients in the areas of Wealth Management, Private Client Insurance Solutions, Business Exit Planning, Executive and Corporate Retirement Benefits and Business Exit Planning crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates.
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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. The firm has a long history that predates the MBL Advisors name. 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.
If you think every financial advisory firm looks the same, look again. At MBL Advisors our thought leadership in a number of interrelated niche areas creates a meaningfully different level of expertise. Innovation - Our innovative business processes have evolved through significant long term client interaction.
A: Mr. McColl has been one of the firm's longest standing clients based on a relationship he had with a one of the founding Principals that dates back to 1961 (before any of the current Principals were born!). He also served as an advisor to the firm during the 2009 acquisition when he was Chairman of McColl Partners, a middle market mergers and acquisition firm that is now part of Deloitte Corporate Finance.
MBL Advisors offers unique and rewarding opportunities to bright, motivated professionals. We are always interested in individuals who want to help others achieve a successful and secure financial future. We welcome candidates to submit resumes for consideration. Please forward your cover letter and resume to info@mbl-advisors.com.
We believe the client experience should be a purposeful process based upon the unique experiences of our clients and the legacy impact they aspire to for their family, business, charity and the community. We begin by listening and learning about your goals and objectives. We ask questions to help you identify the purpose of the assets on your balance sheet.
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