Evan Shear, CFP®
Certified Financial Planner™
Evan, founding partner at CrossleyShear Wealth Management and branch manager for Raymond James, is an analytical and attentive financial advisor who provides clients a high level of confidence in achieving their goals. He has covered all aspects of financial planning over his past 15 years at the firm, offering independent advice and making sure no detail of a client’s financial life goes unattended.
In addition to his Certified Financial Planner™ certification, he also holds a Bachelor of Science degree from the University of Florida.
Community involvement is important to Evan. He is president of the Epilepsy Association of Central Florida, a group dedicated to improving the quality of life for children and adults with epilepsy and seizure disorders. He also contributes to several charitable organizations.
Originally from New York, he lives in Heathrow with his wife and children. In his free time he enjoys spending time with his family, attending his children's baseball and softball games and dance recitals as well as playing golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.