Santa Barbara Branch D.A. Davidson &

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

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.