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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

Investing

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 website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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