Barry Robert Ozer

Founder & Managing Partner

Barry founded Magnolia Capital Partners in Charlotte after almost a decade advising clients through Morgan Stanley Wealth Management, bringing that experience to build Magnolia Capital Partners. MCP is built on one principle: your financial success is his first priority. He holds a Bachelor of Science with Honors and an MBA in Finance from the University of Florida, and has been an active investor and financial planner for nearly three decades.

Barry's practice centers on retirement income planning, business exit and succession strategy, estate planning, and tax mitigation for high-net-worth individuals and families — but he's built a particular expertise working with professional athletes and coaches, having partnered with NFL players, coaches, and executives for more than a decade. Whatever the arena, Barry's approach is the same: understand what matters most to you, then build the strategy and the resources to get there.

Anthony K. Urban

Executive Partner

Anthony brings 27 years in the financial services industry to every client relationship at Magnolia Capital Partners. Licensed across multiple states, he specializes in comprehensive financial planning, estate planning strategy, and investment management — helping clients turn long-term goals into concrete, actionable plans.

As Executive Partner, Anthony works alongside Barry to ensure every client benefits from a second set of expert eyes on their strategy. His steady, detail-oriented approach complements the firm's broader mission: no client walks through a major financial decision alone.