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Reed L

Series 63, Series 65

Tampa, FL

Calton & Associates, Inc.

Reed Lengel is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at IFS Advisory and IFS Securities from 2015 to 2019 before joining Calton in 2019. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and employs a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Thomas R

Series 65

Tampa, FL

Calton & Associates, Inc.

Thomas Rouse is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 65 credential and 36 years of industry experience. His career includes roles at Proequities, Inc. and his own firm, Rouse Financial Strategies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals, combining fiduciary advisory services with commission-based brokerage and insurance products.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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