Archive for October 30th, 2020
ORLANDO, FLORIDA, October 29, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management practice based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, was recently named a member of Raymond James’ 2021 Chairman’s Council.* Membership in the Chairman’s Council is a privilege limited to a select few representing Raymond James’ top-achieving advisors. Chairman’s Council honors are earned by financial advisors who have demonstrated not only the utmost in client-centric care, but the highest level of fiduciary integrity.
“I’m extremely honored to once again be named to this prestigious group,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “It’s humbling for me and the entire team to be recognized among the nation’s leading advisors. Most importantly, it’s a tribute to the hard work and commitment our team demonstrates on a daily basis caring for our client’s needs and delivering financial confidence, especially in light of these unprecedented times.”
Dale Crossley co-founded CrossleyShear with Evan Shear in 1998 and has over 24 years of experience building comprehensive financial plans and providing wealth management strategies. He earned a Juris Doctorate 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.
The advisors at CrossleyShear manage more than $560 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. The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.
To learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.
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*.
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.
*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.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
** As of 10/1/2020.
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.