Archive for December 5th, 2022
CrossleyShear Wealth Management Expands Client Services Team
“HEATHROW/MERRITT ISLAND, FLORIDA, December 5, 2022 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today the expansion of their team with the addition of Dawn N. Bradford, Client Relationship and Operations Specialist, CSWM, Registered Representative, RJFS. This key client support role will be critical to supporting the company’s recent growth and commitment to providing the very best in client care.
Dawn joined CrossleyShear with over 20 years of experience in financial services. She previously held positions at Smith Barney Citigroup, Merrill Lynch and most recently, worked for 6 years with another Raymond James financial planning firm. She is fully licensed by FINRA and has experience in compliance.
“Dawn is a valuable addition to our team. The decision to augment our client services staff is an important step in continuing to provide best-in-class service. Our success has been built on our client centric philosophy, so we are very pleased to add an experienced team member such as Dawn, “stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional.
“As our practice has grown, we’ve carefully built a team that’s passionate about always putting the client’s needs first. It’s can be a challenge finding team members who precisely align with your culture. Dawn will be tremendous asset to our team and only bolster our ability to meet and exceed our client expectations,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS.
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.
1515 International Parkway, Suite 2019, Heathrow, FL 32746
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953