Larry D. Watts, CFP, AIF, CPM
Senior Vice President/Investments; Branch Manager
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About Me
Since 1983, Larry has helped a broad array of individuals and families make life-changing financial decisions. After growing up in the Midwest, he moved to California in 1977 and enrolled in the University of the Pacific’s Eberhardt School of Business, graduating in 1979. His background in marketing and accounting formed an ideal launching pad for his financial services career.
Holding financial education as a top priority, he has attained three designations that he believes provide him the best opportunity to help you pursue your goals:
CERTIFIED FINANCIAL PLANNER® certification – identifies individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Accredited Investment Fiduciary® designation – identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed the AIF® examination.
Certified Portfolio Manager® designation – attained through the Academy of Certified Portfolio Managers after completing the prerequisite coursework at Columbia University, covering topics such as portfolio management, financial statement analysis, corporate finance, fixed income analysis, fiduciary responsibility, and more.
Larry believes in maintaining a balance in his life and has been involved with the University of the Pacific Eberhardt School of Business’ advisory board and helped them start the student investment fund. He has also served on many charitable organizations and coached football at St. Mary’s High School, which was very rewarding.
Larry enjoys spending time with his wife, Emily, who has her doctorate in Physical Therapy, and daughter, Gabi. Together, they keep up with the older kids: his daughter, Allie, who lives in Shell Beach and works for a nonprofit, and his son, Matt, who is married to Kayla, and they had Larry’s first grandchild, Wesley. Matt and his wife, Kayla, have made their home in Lincoln.
Larry D. Watts
CFP, AIF, CPM
CFP, AIF, CPM
Senior Vice President/Investments; Branch Manager
2098882008
Since 1983, Larry has helped a broad array of individuals and families make life-changing financial decisions. After growing up in the Midwest, he moved to California in 1977 and enrolled in the University of the Pacific’s Eberhardt School of Business, graduating in 1979. His background in marketing and accounting formed an ideal launching pad for his financial services career.
Holding financial education as a top priority, he has attained three designations that he believes provide him the best opportunity to help you pursue your goals:
CERTIFIED FINANCIAL PLANNER® certification – identifies individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Accredited Investment Fiduciary® designation – identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed the AIF® examination.
Certified Portfolio Manager® designation – attained through the Academy of Certified Portfolio Managers after completing the prerequisite coursework at Columbia University, covering topics such as portfolio management, financial statement analysis, corporate finance, fixed income analysis, fiduciary responsibility, and more.
Larry believes in maintaining a balance in his life and has been involved with the University of the Pacific Eberhardt School of Business’ advisory board and helped them start the student investment fund. He has also served on many charitable organizations and coached football at St. Mary’s High School, which was very rewarding.
Larry enjoys spending time with his wife, Emily, who has her doctorate in Physical Therapy, and daughter, Gabi. Together, they keep up with the older kids: his daughter, Allie, who lives in Shell Beach and works for a nonprofit, and his son, Matt, who is married to Kayla, and they had Larry’s first grandchild, Wesley. Matt and his wife, Kayla, have made their home in Lincoln.
Christy Frank, AAMS, MBA, CPFA
Financial Advisor
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About Me
Christy began her investment industry career in 2003 and joined Stifel in 2016. Prior to joining Stifel, she worked at A.G. Edwards, Wells Fargo Advisors, and UBS Financial Services. Christy uses her years of investment industry experience to help educate her clients on the importance of investing. She assists them in creating customized wealth management strategies tailored to their unique needs and goals. She is dedicated to providing clients with top-tier client service.
Christy earned a Bachelor of Science in Business Administration (marketing), as well as an MBA from California State University, Sacramento. She holds Series 7, 9 & 10, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Christy also earned the Accredited Asset Management Specialist™ designation, which identifies those individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues, and the NAPA Certified Plan Fiduciary Advisor credential, which provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.
Christy enjoys spending family time with her husband, Chris, and their two children, Allison and Sean. They love supporting their kids’ activities, which include competitive softball, golf, and basketball.
Christy Frank
AAMS, MBA, CPFA
AAMS, MBA, CPFA
Financial Advisor
2098882007
Christy began her investment industry career in 2003 and joined Stifel in 2016. Prior to joining Stifel, she worked at A.G. Edwards, Wells Fargo Advisors, and UBS Financial Services. Christy uses her years of investment industry experience to help educate her clients on the importance of investing. She assists them in creating customized wealth management strategies tailored to their unique needs and goals. She is dedicated to providing clients with top-tier client service.
Christy earned a Bachelor of Science in Business Administration (marketing), as well as an MBA from California State University, Sacramento. She holds Series 7, 9 & 10, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Christy also earned the Accredited Asset Management Specialist™ designation, which identifies those individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues, and the NAPA Certified Plan Fiduciary Advisor credential, which provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.
Christy enjoys spending family time with her husband, Chris, and their two children, Allison and Sean. They love supporting their kids’ activities, which include competitive softball, golf, and basketball.
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About Me
Jacob began his investment industry career at Stifel in 2022. He supports the team in analyzing new investment opportunities, constructing portfolios, and assisting in crafting investment strategy. As a multigenerational team, Jacob has had the honor of working to the second and third generation of client relationships.
Jacob earned a B.S. in Business Administrations with a concentration in Finance from the University of the Pacific and holds Series 7, 63, and 65 securities licenses.
Originally from the Bay Area, Jacob currently resides in Lodi, California. Outside of work, he enjoys spending time with family and friends, watching sports, and exploring the local wineries.
Jacob George
Financial Advisor
2098882017
Jacob began his investment industry career at Stifel in 2022. He supports the team in analyzing new investment opportunities, constructing portfolios, and assisting in crafting investment strategy. As a multigenerational team, Jacob has had the honor of working to the second and third generation of client relationships.
Jacob earned a B.S. in Business Administrations with a concentration in Finance from the University of the Pacific and holds Series 7, 63, and 65 securities licenses.
Originally from the Bay Area, Jacob currently resides in Lodi, California. Outside of work, he enjoys spending time with family and friends, watching sports, and exploring the local wineries.
Chaz Myers
Registered Client Service Associate
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About Me
Chaz began his investment industry career at Stifel in 2025. Instrumental to the team, Chaz focuses on administrative duties and is diligent as first point of contact for clients.
Chaz earned a B.S. in Business Administration with a concentration in Finance from the University of the Pacific and holds Series 7, 63, and 65 securities licenses.
Chaz Myers
Registered Client Service Associate
2098882000
Chaz began his investment industry career at Stifel in 2025. Instrumental to the team, Chaz focuses on administrative duties and is diligent as first point of contact for clients.
Chaz earned a B.S. in Business Administration with a concentration in Finance from the University of the Pacific and holds Series 7, 63, and 65 securities licenses.
