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Wealth Team

Our experienced wealth management professionals have worked at some of the largest financial institutions in the country, and have an average of over 20 years of experience in trust administration, investment management, and financial services.

We offer the same level of professionalism and expertise found at the largest institutions, but with the customer-friendly, flexible approach unique to a community bank. Key members of our client service team include:

Click on the names above for information regarding our key Wealth Management personnel.

 

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News

Montecito Bank & Trust Reports Higher Earnings

We are pleased to report that for the first six months of 2010 Montecito Bank & Trust earned $4.4 million in net profit, a 13% increase over 2009. [Read on]


Castillo and Nuno Team-Up at the Montecito Bank & Trust Carpinteria Branch

Montecito Bank & Trust is pleased to announce that Anthony Castillo has joined the bank as Vice President and Branch Manager of the Carpinteria Branch. [Read on]