MKT Advisors LLC

Taylor Jobe is a financial advisor at MKT Advisors LLC with 11 years of industry experience and holds a Series 65 designation. He has worked at MKT Advisors LLC since 2015. Outside of his primary role, he is the owner and president of HARVEST LLC, a SaaS company providing options calculations, and serves on the strategic advisory board of DPL Financial Partners, an insurance marketplace. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and employs customized portfolios using stocks, bonds, mutual funds, ETFs, and options with an emphasis on both long-term and tactical approaches.

Basem Darwich is a financial advisor at MKT Advisors LLC in Santa Barbara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining MKT Advisors, he worked at Andersen Tax LLC, Greystar, and has diverse experience including roles at Vison Marine and the University of California Santa Barbara. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts, constructing customized portfolios using a variety of instruments and employing options and margin strategies along with fundamental and technical analysis.

Corinne Fond is a financial advisor with MKT Advisors LLC in Belmont, MA, holding a Series 66 designation and 24 years of industry experience. She previously worked at Laurel Wealth Advisors, Inc. for nine years before joining MKT Advisors in 2022. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and uses a range of investment strategies including individual stocks, bonds, mutual funds, ETFs, and options, with an emphasis on combining fundamental, technical, cyclical, and charting analysis.

Andrew Liu is a financial advisor at MKT Advisors LLC in Santa Barbara, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining MKT Advisors, he held positions at California Wealth Advisors, Rosewood Miramar, and Kinecta Wealth Management, among others. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts, employing a combination of individualized portfolios using stocks, bonds, mutual funds, ETFs, and options with both long-term and short-term strategies.