MBL Advisors

Taylor Wade is a CFP® professional with 11 years of experience in financial services. He is currently with MBL Advisors and has previously worked at Wells Fargo Advisors and The American College of Financial Services. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets and applies a goals-based investment process using diversified, long-term asset allocation strategies.

Jonathan Dry is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory boards of several companies, including RiceWrap Foods Corporation, Sheets Laundry Club, and BatteryXchange, providing strategic and growth guidance. MBL Wealth (MBL Advisors) offers discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach incorporating macroeconomic, fundamental, and technical analysis, managing over $1.14 billion in discretionary assets through a team of ten advisors.

Miranda Silinski is a CFP® professional with eight years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. Her prior experience includes positions at Primary Residential Mortgage Inc. and Sound Partners, as well as a four-year tenure related to Eastern Carolina University. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets and employs a goals-based investment process emphasizing diversified, long-term asset allocation informed by macro, fundamental, and technical analysis.

Brian Gift is a CFA® charterholder with eight years of industry experience. He has been with MBL Advisors and its affiliated entities since 2018, previously working at U.S. Trust from 2006 to 2018. Gift holds a managing director position related to loan arrangement activities outside of investment management. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based investment process focused on diversified, long-term asset allocation incorporating macro, fundamental, and technical analysis.

Thomas Mack is a CFA® charterholder based in Charlotte, NC, with six years of experience at MBL Wealth, LLC and two years at McShane Partners Wealth & Investment Advisory, LLC. Prior to his advisory career, he worked for four years at Wake Forest University. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets and employs a goals-based investment process emphasizing diversified, long-term asset allocation informed by macroeconomic, fundamental, and technical analysis.

William Pierce is a financial advisor with MBL Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at MBL Wealth since 2025 and is also president of TPG Consulting, LLC, where he consults and sells insurance and investment products. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach and utilizes third-party models and research providers to support portfolio management and integrated planning services for its clients.

William Morton is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with MBL Advisors and MBL Wealth, where he has worked since 2018 and 2019, respectively. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for E. Dillon & Co., a family-owned limestone quarry. MBL Wealth provides discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets across a team of ten advisers and employs a goals-based, diversified investment approach incorporating macroeconomic, fundamental, and technical analysis.

Luther Lockwood II is a ChFC®-designated financial advisor with 35 years of industry experience, currently serving at MBL Advisors. He has held leadership roles at MBL Wealth, LLC and M Holdings Securities, Inc. In addition to his advisory work, Lockwood is active in nonprofit and healthcare organizations, including serving as vice chairman of the Atrium Health Foundation board and as a member of the board of directors for One Direct Health Network, Inc. MBL Wealth (MBL Advisors) provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis, and uses modern portfolio theory to guide asset allocation and risk management.

Edward Deaton is a CFP® professional with seven years of industry experience, currently serving as an advisor at MBL Advisors. His prior experience includes six years at Edge Capital Group, LLC, as well as roles at Carolina Capital Consulting, Inc. and periods of unemployment. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a goals-based, broadly diversified investment approach that integrates macroeconomic, fundamental, and technical analysis, utilizing stocks, bonds, ETFs, options, and other alternatives in portfolio construction.

Michael Grimes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at MBL Advisors since 2022 and previously held positions at Barings Securities LLC and Bank of America. Outside of his advisory role, he is a residential landlord in Charlotte, NC. MBL Wealth (MBL Advisors) provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets through a team of ten advisors, employing a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis.