Together we can make it happen
MB&T Advisors℠ is a local team of financial planning professionals, offering clients investment options to buy and sell mutual funds, equities, bonds and other investment products and services, through its 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 industry-leading, objective research and a comprehensive array of tools, resources and technology.
Making your money work harder
Do you maintain high balances (checking/ savings)
Have maturing & renewing CDs?
Seek diversification of your deposits?
Managing Life Events
Planning for college tuition
Recently moved to a new area
About to retire
Recently married or divorced
Received an inheritance
Planning for the Long-Term
Questions about IRAs or other Retirement Options
Curious about financial markets & the economy
Concerned about today’s rate of return
Montecito Bank & Trust is not a registered broker-dealer and is not affiliated with LPL Financial. Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.