The firm will now be part of the Raymond James financial institutions division.

US financial services firm Raymond James has partnered with California-headquartered Central Valley Investment Services (CVIS), a division of Central Valley Community Bank, which will be part of the Raymond James financial institutions division (FID).

CVIS will now offer investment and wealth management services to its clients through RJFS, the firms said in a statement.

The team is led by program manager Rod Geist and includes support specialist Anabel Rodriguez.

The California-based firm includes four financial advisors: Jerry Lawless, who serves Fresno County; Tim Welch, who serves Fresno and Madera counties; Arthur Velasco, who serves Tulare County; and Robert Faust, who serves Merced, Stanislaus, San Joaquin, and Sacramento counties. Collectively, the advisors manage approximately $125 million in client assets.

CVIS previously partnered with Investment Centers of America, before partnering with Raymond James. 

“With sophisticated capabilities, marketing and technology support, and a longstanding client-first approach, we believe our financial institutions division offers unique benefits to our bank partners,” said Tim Killgoar, senior vice president and head of FID. “We’re proud that Central Valley Community Bank and their CVIS advisors chose Raymond James as their partner, and we look forward to supporting them as they expand their offerings to clients in this important region.” 

Raymond James Financial Services is a financial services firm supporting more than 4,300 independent financial advisors nationwide. The financial institutions division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers.