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SCAM WARNING - Fraudsters are calling clients, spoofing the Bank's phone number and posing as MB&T employees. These fraudsters ask for Online Banking passwords and one-time PINs. We will never ask for this information. Please hang up & call your branch, Relationship Manager, or our Service Center (805-963-7511) immediately.

SCAM WARNING - Bankers never ask for your Online Banking password or one-time codes. Learn More

Thomas Fisher

CFA®, CFP®, SVP / Senior Portfolio Manager

Thomas Fisher
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805-560-3429

[email protected]

With deep roots in the banking industry and a passion for exceptional service, Tom is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Tom has over 35 years of investment management experience which includes overseeing assets for individuals, families, private foundations and other charitable organizations. 

  • Masters of Science Degree in Financial Services
  • San Diego State University Bachelors of Science Degree in Financial Services
  • Certified Financial Planner, CFP® 
  • Chartered Financial Analyst, CFA® 
  • Past-President of the Montecito Rotary Club 
  • Former Board Member of Teddy Bear Cancer Foundation and CARE4Paws 
  • Volunteered with the Financial Planning Association (FPA) to provide pro-bono financial planning to wounded military veterans and their families
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