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Welcome
Since 1975 Montecito Bank & Trust has been
part of the Santa Barbara community offering a wide range of
banking and loan services. The Trust & Investment Division was
established in 1996 to meet our clients' needs for
professional investment management,
trust and estate administration, and related fiduciary services.
We are committed to providing our clients with the same
personal, flexible, and consistently superior customer service
that has become a hallmark of Montecito Bank & Trust.
Our staff of
wealth management professionals and trust officers have worked
at some of the largest financial institutions in the country,
and have an average of 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 with a focus on
tailoring our trust and investment services to meet out clients'
specifications, rather than vice-versa.
Market Area
We focus on serving clients in Santa
Barbara, Ventura, and San Luis Obispo counties. Many of our
clients have secondary residences, real estate investments, and
extended family relationships outside this market area.
We are prepared to meet the needs of our
clients wherever they or their assets are located.
How To Reach Us
The Trust & Investment Division
office is located at 1106 Coast Village Road in Montecito,
adjacent to the Bank's Montecito branch.
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Phone: (805) 564-0219
Fax: (805) 969-9754
Email:
mtiffany@montecito.com
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Mailing Address
P.O. Box 1440
Santa Barbara, CA 93102 |
Street Address
1106 Coast Village Road,
Suite E
Montecito, CA 93108 |
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