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. In 2008, we changed
the name of the Trust & Investment Division to Wealth Management to better reflect
the products and services we provide. 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 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