Archive for December 20th, 2022
Evan Shear Named to Raymond James 2023 Chairman’s Council
HEATHROW/MERRITT ISLAND, FLORIDA, December 20, 2022 – CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Florida, announced today that Evan Shear was once again named a member of Raymond James Chairman’s Council.* Chairman’s Council honors are presented annually to those financial advisors who have demonstrated an unparalleled commitment to client care, professional integrity and the most stringent fiduciary standards. This is Shear’s fifth year gaining membership to the prestigious council.
“Being named to the 2023 Chairman’s Council is certainly an honor, but it takes an entire dedicated and passionate team to deliver on our promise of exemplary client-centric service. We’re fortunate to have such a team – one that’s fully committed to the needs of our clients and their loved ones,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “Helping our clients feel confident that their financial goals are well within reach is a mission we wholeheartedly embrace and it truly inspires us on a daily basis.”
Shear and his partner, Dale Crossley, have developed comprehensive financial planning solutions and time-tested wealth management strategies for nearly 25 years. CrossleyShear manages more than $600 million** in client assets and offers 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. Their professional athlete division, CSsports, is exclusively dedicated to serving the unique needs of sports professionals before, during and after their playing careers. Visit CrossleyShearWealthManagement and CSsports.net to learn more.
1515 International Parkway, Suite 2019, Heathrow, FL 32746
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953
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.
*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.
**As of 12/01/2022.
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.