Archive for December 10th, 2020
For the Fourth Consecutive Year, CrossleyShear Wealth Management Recognized as One of the Region’s Top Philanthropic Companies
HEATHROW/MERRITT ISLAND, FLORIDA, December 10, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management team based in Merritt Island and Heathrow, Florida, announced today they were recognized for the fourth consecutive year on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations. The list acknowledges metro Orlando businesses with a physical presence or office in Orange, Seminole, Osceola and Lake Counties that deserve recognition in the community for their valuable corporate-sanctioned giving and volunteer programs.
CrossleyShear has consistently fostered a culture of social responsibility among its employees and traditionally contributes both financial support and hands-on volunteer time to benefit many local and national charities. In 2019, the company committed its efforts to providing much-needed financial support to local organizations that are personally meaningful to the team, including the Holocaust Memorial Resource and Education Center of Florida, Tools 4 Seminole Schools and The Treatment Advocacy Center. They also provided support to several national organizations hand selected by the team including St. Jude Children’s Research Hospital and Boys and Girls Club of America.
“This is an honor that’s extremely meaningful to our entire team because it demonstrates our commitment over the past four years to make a consistent and concerted effort to foster a deeply philanthropic corporate culture. With 2020 being such a challenging year, we’re pleased to continue making an impact,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional. “We understand that charities are really feeling the decrease in funding due to the economic downturn from COVID-19. At the same time, charitable organizations are challenged with maintaining their level of support while meeting a dramatic increase in demand over last year. This year, more than ever, we’re proud to be able to carry on our tradition of supporting both local and national charities.”
“In addition to our team’s charitable efforts, we also get great satisfaction by helping our clients maximize their contributions to their favorite charitable organizations. Due to the recent CARES Act, we’re currently helping clients navigate the changes and determine the best way to strategize their contributions,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “Required Minimum Distributions (RMD) from an IRA are often earmarked as a charitable donation to help offset tax liability in the form of a Qualified Charitable Distribution (QCD). This year, however, RMDs are temporarily suspended. Clients are pleased to learn that they can still achieve their charitable goals despite the CARES Act and we’re honored to help them in the most tax efficient way possible.”
The advisors at CrossleyShear manage $600 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 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
*As of 12/2020.
This ranking is not based in anyway on providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Orlando Business Journal.
*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.