Gentleman speaking in boardroomCentral Valley Investment Services and Raymond James Financial Services
Jerry is an experienced investment advisor with 30 years of industry experience and has loyally served with Central Valley Community Bank since 1996. He believes in a collaborative approach to wealth management and strives to understand each client’s individual goals.

Specialties:
  • Mutual Fund Portfolios
  • Exchange Traded Funds
  • Retirement Income Planning
  • Life Insurance
  • General Securities
 
Licenses:
  • Series 24, 7 and 63 Securities Licenses
  • Accredited Investment Fiduciary (AIF)
  • California Life Insurance License #0806649
 
Hobbies:
Outside of the office, Jerry enjoys spending quality time with his family.
 
Branches Served:
  • River Park
  • Clovis Main
  • Herndon & Fowler
  • Prather

Contact Jerry:
Email: Jerry.Lawless@raymondjames.com
Phone: (559) 297-6179
 
Address:
Central Valley Community Bank, Clovis Main
600 Pollasky Ave.
Clovis, CA, 93612





Jerry Lawless

Jerry Lawless,
Financial Advisor
California Insurance License #0806649


Robert has over 13 years of experience helping clients identify and implement tailored financial solutions. He uses a holistic approach that coordinates the investment, insurance, and forward tax planning needs of each client to best effect. By doing this he helps them create a sustainable and predictable income stream for life, on a tax advantaged basis, to give them more choice and control of their finances in their retirement years.
 
Specialties:
  • Business Succession Planning
  • Executive Bonus Arrangements
  • Business Overhead Insurance
  • Managed Money Investment Portfolios
  • 401K Retirement Plans
  • Mutual Fund Portfolios
  • Long Term Care Annuities and Insurance
  • Retirement Income Planning
  • Life and Disability Insurance
  • Wealth Transfer Strategies

Licenses:
  • Series 7 & 66 Securities Licenses, Investment Adviser Representative
  • Life & Health Licenses #0F47635
  • Local Certified Advisor with the Nationwide Land As Your Legacy & Your Business Legacy Financial Planning Programs
Professional Associations:
Business Network Group Merced, Ca
 
Involvement:
Alzheimer’s Association of San Joaquin County
 
Hobbies:
In his spare time, Bob enjoys spending quality time with his wife and twins, weight lifting, playing the drums and watching movies. He also spreads the joy of Christmas during the holiday season as Santa Claus for Senior Care Facilities in Lodi & Stockton.

 

Branches Served: 

  • Cameron Park
  • Folsom
  • Roseville
  • Gold River
  • Stockton
  • Lodi
  • Modesto
  • Merced

Contact Robert:
Email: robert.faust@raymondjames.com
Phone: (209) 644-7806
 
Address:
Central Valley Community Bank, Lodi
1901 W. Kettleman Lane, Ste. 100
Lodi, CA 95242
Robert Faust photo
Robert Faust,
Financial Advisor
California Insurance License #0F47635

With over 30 years of industry experience in the financial services industry, Tim is a licensed investment advisor that believes in a holistic approach to investment services. He strives to educate and equip clients with the knowledge to choose the most suitable investment strategy and product design for their specific financial needs, goals and dreams. Tim has built a reputation for his commitment to this comprehensive-solution focused approach, delivered with constant personal attention and a commitment to his clients' best interests.
 
Specialties:
  • Financial Planning
  • Fixed Income Services
  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Longevity Planning
 
Licenses:
  • Series 7, 24, 53, 63 and 65 Securities Licenses
  • Registered States: AZ, CA, ID, TX, WA
  • California Insurance License #0D11400
  • Arizona Insurance License #3896927
 
Involvement:
  • Madera Community Hospital Foundation – Director
  • USA Swimming – Official
 
Hobbies:
Outside of the office, Tim enjoys spending quality time with his wife, Tammy, and his two daughters. You can also find him officiating high school and local area swim meets and cheering on the Fresno State Bulldogs.

 
Branches Served:
  • Fresno Downtown
  • Fig Garden Village
  • Kerman
  • Madera
  • Oakhurst
  • Visalia Mission Oaks
  • Visalia Floral
  • Exeter

Contact Tim:
Email: timothy.welch@raymondjames.com
Phone: (559) 323-3407
 
Address:
Central Valley Community Bank, Visalia Floral
120 North Floral Street
Visalia, CA 93291

Tim Welch photo

Tim Welch,
Financial Advisor
California Insurance License #0D11400


 
 
 
 
 
 
 
 
Important Consumer Information:

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Central Valley Investment Services and Central Valley Community Bank are not registered broker/dealers, and are independent of Raymond James Financial Services.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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