Tampa, FL (PRWEB) July 21, 2016
Calton & Associates, Inc. is a full service securities broker/dealer and investment advisory firm offering a wide range of investment products and services, successfully serving financial service professionals and their clients since 1987. Chris Radford, SVP Sales & Marketing, is pleased to announce that five senior level financial advisors have joined Calton in July along with their experienced teams. “We are excited to provide the kind of support to financial advisors that permits them to truly invest in their businesses, their most significant client relationships, and, ultimately, clear paths for their futures,” Radford said.
This past month Brad Foos (Smart Money Group), Sharon Almeida and Brigid Mulroy (Duet Advisory Services LLC), Ken Flake (Reserve Management Financial Services), Mickey Long II (First Financial Services Group) and Bob Wamhoff (Wamhoff Financial & Accounting) have determined that having the true dedicated support of the Calton team is the right choice for them. In joining Calton, they will take advantage of the firm’s specialized knowledge, experience and business development capabilities to help provide and execute smooth and successful transitions. Ultimately, these advisors are seeking to continue to grow their businesses and look to Calton for the tools and support they require to enhance the experience of their clients.
Calton’s principals Randy Ciccati, CEO, and Dwayne Calton, President and Founder, who bring to the firm decades of experience working with and for financial advisors in bank, independent and wirehouse channels, are pleased that these experienced advisors have chosen Calton (http://www.calton.com) as their new home. Randy Ciccati said “Calton is very pleased to welcome each of these quality practices to our firm. Each advisor has built an excellent business with a loyal client base through many years of offering valued service to their clients. Knowing they had many choices, we are honored and excited that they have chosen to partner with us. Choosing Calton is a reflection of our dedication to servicing the independent advisor and offering personalized customer service.”
Brad Foos is part of a large group formerly with VSR Financial that has partnered with Calton to service their clients on the broker-dealer side. Sharon Almeida and Brigid Mulroy, also formerly of VSR, have created a true ensemble practice and have also partnered with Calton to service their broker-dealer clients.
Mickey Long has built a consultative practice over the past 30 years in Plano, TX. He works with his clients to develop long term relationships by spending the amount of time required for him to identify their specific situation. He establishes goals with his clients and implements a plan to help them realize their goals while identifying the financial planning steps to build a strong foundation. Ken Flake has spent 40 years helping his clients meet their life goals in both Houston, TX and Park City, UT.
Bob Wamhoff brings his team of financial and accounting professionals. Wamhoff’s firm is one of the Top 100 independent financial planning firm in the United States as ranked by assets under management by Registered Rep Magazine. Established in 1975, Wamhoff currently manages over $400 million in assets for over 800 active clients.
Calton & Associates is an independently owned broker-dealer and RIA dedicated to supporting independent advisors nationwide. Founded in 1987 by Dwayne Calton, the firm continues to offer the family environment with personal, high touch service to investment professionals.
Advisors and financial services firms and journalists interested in learning more about Calton & Associates can visit http://www.calton.com or contact Senior Vice President Chris Radford (813.605.0918) for more information. Securities and advisory services are offered through Calton & Associates, Inc., member FINRA/SIPC.
Chris Radford, Senior Vice President, Marketing and Sales
Calton & Associates, Inc.