Archive for October 28th, 2019
HEATHROW/MERRITT ISLAND, FLORIDA, October 28, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.
“This recognition is a tremendous honor for myself and the entire CrossleyShear team,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “As a team, we take great pride in caring for our client’s needs and providing them with the confidence that their financial future is well protected. This achievement is yet another validation that we’re succeeding in that mission.”
Dale Crossley joined Raymond James in 2003 and has over 23 years of experience in the financial services industry. He earned a Juris Doctorate degree from Barry University and holds both a Master of Science in Business Management from Florida Institute of Technology and a Bachelor of Arts degree from Rollins College. As co-founders of CrossleyShear Wealth Management, Mr. Crossley and Evan Shear manage over $479 million in client assets and offer a wide variety of services including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. Earlier this year, the company launched CSsports, a corporate division exclusively dedicated to serving the unique needs of sports professionals.
Visit CrossleyShear.com to learn more about CrossleyShear Wealth Management, CSsports and the firm’s financial planning and wealth management solutions.
About CrossleyShear Wealth Management | Since 2003, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and provide financial independence for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.
About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated
to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial
services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.
*As of 6/30/2019. Past performance is not indicative of future results.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.