Find a Financial Advisor or banker

Financial advisors and bankers in Montecito, CA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Christopher O'Connor

Christopher O'Connor

Private Wealth Advisor, U.S. Bank

headshot of Stuart Glenn

Stuart Glenn

Private Wealth Advisor, U.S. Bank