Archive for January 27th, 2021
CrossleyShear Wealth Management Team Member Shaun Jones, AAMS, Earns Accredited Asset Management Specialist Designation
HEATHROW/MERRITT ISLAND, FLORIDA, January 27, 2021 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today that Shaun Jones, AAMS®, Financial Advisor, has successfully earned the Accredited Asset Management Specialist (AAMS) designation through the College for Financial Planning. The AAMS program is designed to impart strong fundamental financial knowledge on advisors enrolled in the program, with a particular emphasis on asset management and investments. The curriculum not only includes identifying new investment opportunities, but also covers a wide range of planning topics including insurance, tax, retirement and estate issues.
“The AAMS designation requires mastery of a comprehensive curriculum that ultimately empowers advisors to provide a more in-depth and holistic financial planning strategy for the clients that they serve,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “We’re extremely proud of Shaun for taking on this valuable professional development opportunity and have witnessed first-hand how the program has resulted in tremendous professional growth for Shaun in all aspects of financial planning.”
“Shaun has been a critical addition to the CrossleyShear team and this achievement is a testament to his commitment to providing our clients the very best in asset management and financial planning expertise,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “He has always had an innate understanding of how to provide the utmost in client care and earning this designation will allow him to build even stronger relationships with the clients he serves.”
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.
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.
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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.