Archive for October 5th, 2020
CrossleyShear Wealth Management is excited to announce Catalina Mejia-Hensel recently celebrated her three year anniversary with the team. Since joining the company in 2017, she has earned both her Series 7 and 66 licenses and experienced tremendous success partnering with clients to help ensure their financial planning aligns with both their present day needs and long-term aspirations. Fluent in both English and Spanish, Catalina particularly enjoys using her language skills to help Spanish-speaking clients clearly understand the complexities and nuances of their financial planning.
“Catalina has been providing exemplary care and thoughtful guidance to her clients since she joined the team three years ago,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “We’re proud to have Catalina on our team of advisors. She’s extremely dedicated to her clients and works tirelessly to make sure that each and everyone of her clients has the confidence that the financial future of their dreams is well within reach,” added Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional.
Visit CrossleyShear.com to learn more about Catalina and CrossleyShear Wealth Management’s financial planning and wealth management solutions. For more information about CSsports, the company’s professional sports division, visit CSsports.net.
About CrossleyShear Wealth Management | Since 1998, 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 financial independence. 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.
1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061
*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 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.