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MB&T
Finance
MB&T
Finance
Stay up to date on our latest news and financial insights.
We're proud to be recognized as a favorite by our clients and associates year after year.
See the awardsOur Community Dividends event celebrates and recognizes local nonprofits with $1M in donations each year.
Learn moreLearn how MB&T furthered its mission to make the communities we serve better places to live and work in 2024.
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Montecito Bank & Trust’s Wealth Management Group appoints Lloyd Kurtz to Chief Investment Officer
April 21, 2025
We're celebrating our 25th anniversary this week and it happens to coincide with the 50th anniversary of Montecito Bank & Trust.
March 14, 2025
Montecito Bank & Trust is pleased to announce the appointment of two new members to its Board of Directors, Dr. Igor Mezic, PhD. and Ms. Veronica Quintana.
February 25, 2025
Montecito Bank & Trust hosted their annual Community Dividends awards luncheon to celebrate and recognize local nonprofit organizations and the work they do in our communities.
November 25, 2024
For the eighth consecutive year Montecito Bank & Trust has been named a "Best Bank to Work For" by American Banker magazine.
November 12, 2024
On Wednesday evening, Montecito Bank & Trust celebrated its 49 th anniversary by gathering with 11 local nonprofit representatives at the Bank’s annual Anniversary Grants reception.
March 13, 2024
More than 2,100 students and adults participated in over 270 hours of financial literacy classes offered by Montecito Bank & Trust associates in 2023.
February 01, 2024
Over 140 Oxnard community leaders and business members gathered with MB&T associates for a ribbon cutting and grand opening celebration for their Oxnard branch.
February 01, 2024
Montecito Bank & Trust kicked off the holiday season on Monday November 20, 2023, as it has for the last 21 years, with the special annual tradition of their Community Dividends awards luncheon.
November 20, 2023
Lloyd Kurtz joins the Wealth Management group as SVP / Senior Portfolio Manager
May 31, 2023
Montecito Bank & Trust reports stable income and remains well-capitalized
May 30, 2023
On Wednesday evening, Montecito Bank & Trust celebrated its 48th anniversary the same way it has since 1993, by gathering with local nonprofit representatives at the annual Anniversary Grants reception.
March 15, 2023
Montecito Bank & Trust reported net income of $18.27 million, an increase of 4.22% year-over-year, while assets closed the year at $2.29 billion, down 2.8% or $65.95 million.
January 30, 2023
Vol. 92, No. 151
October 20, 2025
Vol. 92, No. 141
October 06, 2025
Vol. 92, No. 135
September 22, 2025
Vol. 92, No. 122
August 25, 2025
Vol. 92, No. 114
August 11, 2025
Vol. 92, No. 107
July 28, 2025
Vol. 92, No. 101
July 14, 2025
Vol. 92, No. 93
June 30, 2025
Vol. 92, No. 87
June 16, 2025
Vol. 92, No. 79
June 02, 2025
Vol. 92, No. 71
May 19, 2025
Vol. 92, No. 63
May 05, 2025
Vol. 92, No. 56
April 21, 2025
Vol. 92, No. 49
April 07, 2025
Vol. 92, No. 43
March 24, 2025
Vol. 92, No. 33
March 10, 2025
Vol. 92, No. 28
February 24, 2025
Vol. 92, No. 19
February 10, 2025
Vol. 92, No. 15
January 27, 2025
Vol. 91, No. 188
December 30, 2024
Vol. 91, No. 178
December 16, 2024
Vol. 91, No. 173
December 02, 2024
Vol. 91, No. 163
November 18, 2024
Vol. 91, No. 151
October 21, 2024
Vol. 91, No. 143
October 07, 2024
Vol. 91, No. 16
September 23, 2024
Vol. 91, No. 127
September 09, 2024
Vol. 91, No. 122
August 26, 2024
Vol. 91, No. 114
August 12, 2024
Vol. 91, No. 110
July 29, 2024
Vol. 91, No. 102
July 15, 2024
Vol. 91, No. 95
July 01, 2024
Vol. 91, No. 88
June 17, 2024
Vol. 91, No. 79
June 03, 2024
Vol. 91, No. 75
May 20, 2024
Vol. 91, No. 65
May 06, 2024
Vol. 91, No. 60
April 22, 2024
Vol. 91, No. 50
April 08, 2024
Vol. 91, No. 47
March 25, 2024
Vol. 91, No. 36
March 11, 2024
Vol. 91, No. 31
February 26, 2024
Vol. 91, No. 22
February 26, 2024
Vol. 91, No. 10
January 15, 2024
Vol. 91, No. 16
January 15, 2024
Vol. 91, No. 2
January 01, 2024
Vol. 90, No. 179
December 18, 2023
Vol. 90, No. 172
December 04, 2023
Vol. 90, No. 167
November 20, 2023
Vol. 90, No. 158
November 06, 2023
Vol. 90, No. 153
October 23, 2023
Vol. 90, No. 144
October 09, 2023
Vol. 90, No. 138
September 25, 2023
Vol. 90, No. 130
September 11, 2023
Vol. 90, No. 123
August 28, 2023
Vol. 90, No. 117
August 14, 2023
Vol. 90, No. 109
July 31, 2023
Vol. 90, No. 104
July 17, 2023
Vol. 90, No. 95
July 03, 2023
Vol. 90, No. 81
June 05, 2023
Vol. 90, No. 75
May 22, 2023
Vol. 90, No. 67
May 08, 2023
Vol. 90, No. 61
April 24, 2023
Vol. 90, No. 52
April 10, 2023
Vol. 90, No. 47
March 27, 2023
Vol. 90, No. 40
March 13, 2023
Vol. 90, No. 33
February 27, 2023
Vol. 90, No. 25
February 13, 2023
Vol. 90, No. 17
January 30, 2023
Vol. 90, No. 10
January 16, 2023
Vol. 90, No. 3
January 02, 2023
Articles for September & October 2025
October 21, 2025
Critters in the Estate Plan: Providing for Companion Animals
August 20, 2025
Business Succession Planning Process (Part Two) and Special Considerations Applicable to Family-Owned Businesses.
July 22, 2025
Business Succession Planning Part One: Introduction and Providing Liquid Strategies.
June 11, 2025
Articles for March & April 2025
April 25, 2025
Articles for January & February 2025
February 18, 2025
Artificial Intelligence and the Estate Planner
December 31, 2024
Articles for October & November 2024
November 30, 2024
Naming a Trust as Beneficiary under the Minimum Distribution Requirements
September 30, 2024
Articles for June & July 2024
August 15, 2024
Specific testamentary gifts are a very important component of a will. They help clients pass important family heirlooms as well as transfer assets of high value.
May 24, 2024
Articles for February & March 2024
March 27, 2024
Corporate Transparency Act: Not to Be Ignored
January 24, 2024
Articles for November & December 2023
December 22, 2023
Coordinating Your Estate Plan
October 20, 2023
Articles for August 2023
August 01, 2023
An Estate Planner’s Guide to Specific Testamentary Gifts
July 14, 2023
Highlights of the SECURE Act 2.0
May 19, 2023
Articles for February & March 2023
February 01, 2023
Article for Year-End 2022 & January 2023
January 10, 2023
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