LPL Financial

The Oak Financial Group at UBS Financial Services Inc. in Santa Barbara, CA, specializes in providing personalized financial strategies and wealth management solutions tailored to the unique needs of individuals and families. With a commitment to fostering long-term relationships, their team emphasizes quality client service and detailed planning to help clients navigate various stages of their financial journeys. Led by experienced professionals, including Senior Vice President Andrew Wilson and Vice President Brian Joshua Berry, the group focuses on holistic financial planning, retirement strategies, and charitable giving. Their dedicated approach aims to enhance clients' lifestyles, preserve legacies, and support their financial objectives through comprehensive and adaptive planning. Generated from the website

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.