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MB&T Advisors

Our locally based advisors are here to help you achieve your investment goals.

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Who are MB&T Advisors?

MB&T Advisors are a local team of financial professionals, offering clients a wide array of non-proprietary investments to include equities, bonds, ETFs, mutual funds, life insurance strategies, and more through their relationship with LPL Financial. LPL Financial provides MB&T Advisors with access to a broad range of competitive and fee-based asset management programs, in addition to objective research and a comprehensive array of tools, resources, and technology.

Jorge Morales

Jorge Morales

Wealth Advisor, CFP

(805) 564-7305 [email protected]
Ashley Fernandez

Ashley Fernandez

Senior Sales Assistant

(805) 564-0249 [email protected]

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, HI, IN, MA, ME, NC, NV, NM, OR, TX, UT, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Montecito Bank & Trust and MB&T Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MB&T Advisors, and may also be employees of Montecito Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Montecito Bank & Trust or MB&T Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value