Archive for April 12th, 2023
CrossleyShear Wealth Management’s Partners, Evan Shear and Dale Crossley, Once Again Named to Forbes Best-in-State Wealth Advisors List
HEATHROW/MERRITT ISLAND, FLORIDA, April 12, 2023 – CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that CrossleyShear founding partners Evan Shear and Dale Crossley have been named to the Forbes distinguished list of Best-in-State Wealth Advisors for 2023. This is the third consecutive year both Shear and Crossley have appeared on this prestigious list and the sixth consecutive year that at least one partner has received the honor. Nominees are carefully vetted through research and interviews and assigned a ranking based on an algorithm of qualitative and quantitative criteria. For 2023, Forbes received approximately 39,007 nominations and only 7,321 advisors received the award.
“Dale and I are once again honored and proud to appear on the Best-in-State Wealth Advisors list, but view this as an important recognition for our entire team. Their dedication and commitment to providing comprehensive financial planning and client-centric care is the foundation of our success,” said Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional. “Above all, we thank our clients for this honor, for consistently placing their trust and confidence in us through market ups and downs,” added Dale Crossley, JD, 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. 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
407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953
321.452.0061
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.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
