Taking exemplary care of our clients, above all else, is a philosophy that’s embedded in everything we do – our culture, customer promise and corporate values. We take pride in understanding our client’s financial blueprint better than they could possibly understand themselves. Our team of financial planning professionals is dedicated to helping you navigate through the joys of life, as well as those unfortunate times of uncertainty.
What skills help make you a successful financial planner? In addition to holding a B.S. from the University of Florida, I earned my CERTIFIED FINANCIAL PLANNER™ certification, which is a rigorous certification process that includes demanding education, examination, experience and ethical requirements. I am analytical and attentive. During my past 20 plus years of practice, my goal has always been to provide clients with a high level of confidence in knowing that their financial goals are achievable. I always want my clients to feel like nothing in their financial life goes unattended.
What attracted you to financial planning and wealth management? I am passionate about combining my analytical side with the enjoyment I find helping people. I emotionally tie myself to the well-being of all my clients and deeply care about their financial success. I work hard to understand both their fears and dreams and make them my own. I am willing to think outside the box to find creative ways to help my clients reach their goals.
What causes are meaningful to you? I am actively involved with several national and local charitable organizations, but causes involving kids, Alzheimer’s disease, epilepsy and diabetes are personal to me. I serve on the Board of the Epilepsy Association of Central Florida’s Scholarship Foundation, a group dedicated to providing financial assistance to students affected with epilepsy and seizure disorders, as well as organizations dedicated to its research and care.
Education is also extremely important to me and I’m a firm believer in the benefits of lifetime learning. In addition to consistently seeking opportunities for my own professional development, I am honored to be a member of the Stetson Leading Disruptive Innovation Advisory Board, a continuing education certificate program that provides professionals of all levels, the skills to expertly navigate an unstable environment and emerge with a competitive advantage.
Finish this sentence. On Sunday afternoons, you can usually find me... spending time with my family at sporting events including lacrosse, baseball or golf.
Outside of work, what’s been your biggest achievement? My three kids. They definitely make me proud!
Who’s your biggest inspiration? My father, who passed away at age 60, was very bright with a kind and gentle soul. He was always there to listen and help everyone he could.
What traits in others matter to you most? Honesty, integrity, humor, philanthropy and humility are all very important to me.
What skills help make you a successful financial planner? My formal education includes a J.D. from Barry University School of Law, a M.S in business management and a B.A. in psychology, which all provide me with the ability to manage a wide range of wealth management variables, behavioral finance and emotions, as well as some helpful knowledge about issues with legal and estate planning. I really enjoy the leadership aspects of guiding a team for the common goal and the benefit of our clients.
What attracted you to financial planning and wealth management? My entrepreneurial spirit combined with my strong desire to help others attracted me to wealth management.
What causes are meaningful to you? I feel a strong connection to our local community and get behind various causes related to education, homelessness and hunger, as well as our rivers, lagoons and ocean. I am passionate about causes related to kids, particularly related to chronic illnesses and special needs and because of my son, I have a special interest in genetic syndromes. I also feel strongly about any causes related to aging and the elderly. I participate in the Shema Ministry Board and Scholarship Committee and serve on the Epilepsy Association of Central Florida’s Board and Preeclampsia Foundation Finance Committee.
Finish this sentence. On Sunday afternoons, you can usually find me... involved in family activities, going to church, enjoying the beach, playing golf and yes, watching NFL.
Outside of work, what’s been your biggest achievement? My 4 amazing children – Courtney, Lauren, Carrie and Dale
Who’s your biggest inspiration? My 11-year-old son, Walter Dale Crossley III is such an inspiration to me. Born with a rare neurodegenerative genetic syndrome, Walter was not expected to survive or ever communicate or relate to others. Fortunately, he has proven the medical profession wrong with his unique personality, love, determination, patience, and fight. He is always the happiest and most genuine person in every room.
What traits in others matter to you most? I value honesty, loyalty, compassion, unselfishness, and being respectful.
What attracted you to financial planning and wealth management and what skills make you a successful financial planner? With over 40 years of financial planning experience, my education and experience has provided me with the ability to understand the key and pertinent issues that are essential to sound plans. I’ve held several high-level positions including Managing Director at Thornburg Investment Management and Senior VP, Financial Services, at Raymond James and Associates, as well as several degrees including a L.L.M in taxation, a JD and a B.S. in business administration. I became very interested in financial planning when I was practicing law. I was assigned the task of completing an estate tax return and engaging in a modest estate planning endeavor. I fell in love with tax law, which led to my earning a L.L.M in taxation, and then working in the estate planning department of a major insurance company. The rest is history. I have been involved in financial planning ever since.
What causes are meaningful to you? Continuing education (college and beyond), especially for students who want to travel internationally, or for international students who want to study in the US, is a particularly important cause to me. I fund an endowed scholarship for this at Stetson University.
Finish this sentence. On Sunday afternoons, you can usually find me… either on the lake participating in or spectating at some sort of motorsport event.
Outside of work, what’s been your biggest achievement? Originally from Germany, I have recently reestablished contact with long-lost family from Germany and the experience has been great! Who’s your biggest inspiration? I am passionate about helping those who want and are willing to work for “financial independence.”
What traits in others matter to you most? The most important traits to me are a positive attitude, willingness to overlook flaws or weaknesses, confidence and motivation.
What causes are meaningful to you? I have always had a big heart for animals. Our rescue dog, Max, was an amazing addition to our family and one of the best decisions that I’ve ever made. He was loyal to a fault, protective, well behaved, a best buddy for my son and the perfect exercise buddy for me!
Finish this sentence. On Sunday afternoons, you can usually find me... working on home improvement projects, particularly those found on Pinterest or DIY. When I want to get away from the house, you will find me in my kayak on the local waterways.
Outside of work, what’s been your biggest achievement? Raising my son as a single mom is my crowning achievement. It is no small task being a parent, married or not. There is no amount of schooling, “how to” books or advice from well-meaning people to help figure out what your child needs. It was the most rewarding learning experience I’ve had in life and I could not be more proud of the man he has become and the role I’ve had in shaping him.
Who’s your biggest inspiration? My first real boss in business was an inspiration and a mentor. I started on the ground floor as a file clerk, and he saw potential in me that I hadn’t recognized in myself. Throughout the years, I moved up into various roles. He was willing to support any and every goal I set for myself, encouraging me to find my passion and helped coach me through the ups and downs as well as the missteps along the way. I am grateful to this mentor and several others in the company. I have them to thank for the person I am today and the career path I’ve chosen.
What traits in others matter to you most? Loyalty is an admirable quality and to be able to trust and count on someone through every trial and tribulation, no matter what, is also a special quality. Lastly, you have to first respect yourself, then you can and will respect others in the same manner.
What causes are meaningful to you? Having two children that have had various health issues over the years has made me appreciate the importance of quality healthcare. I can’t imagine not being able to give my child the best care necessary. I am so thankful my family has always had access to excellent healthcare and I am aware that this is not always the case for all families. That’s why organizations such as St. Jude’s Children’s Research Hospital are very meaningful to me.
Finish this sentence. On Sunday afternoons, you can usually find me... spending time with my family, hopefully kayaking, paddle boarding or relaxing at the beach. New Smyrna beach is one of my favorite places to enjoy the Florida lifestyle that I love.
Outside of work, what’s been your biggest achievement? I am most proud of my family! My husband and I have been married for more than 20 years and together we have raised two wonderful boys. I am so proud of the young men they have become and can’t wait to see what their future holds.
Who’s your biggest inspiration? My children are my greatest inspiration. They are my life’s most precious gifts, my life is richer and fuller than it otherwise would have been and I am so grateful to be their mother.
What traits in others matter to you most? Being authentic, trustworthy and kind are traits that are important to me. I think teaching children to be kind to others and put themselves in other peoples’ shoes is very necessary as a parent.
What causes are meaningful to you? Junior Achievement is one of my favorite causes as education changes children’s lives forever. Education impacts their future as well as our world. Education is the best gift we can give anyone, especially our kids!
Finish this sentence. On Sunday afternoons, you can usually find me... spending time with my family! We love to start our Sundays with brunch and to be outdoors spending quality time with our kids!
Outside of work, what’s been your biggest achievement? My Family! My family is my most important long-term goal. It’s my passion and what drives me every day to be a better person. My family is my biggest commitment and it’s my dream come true!
Who’s your biggest inspiration? I learn so much from my kids every day. They inspire me to reach higher, to get better, to look for more, to be more adventurous, to get out of my comfort zone and they inspire me to be a better person. They also inspire me to never stop believing in myself and working hard for what I want!
What traits in others matter to you most? There are so many traits that are important, but I would say that integrity, respect, loyalty, and trust are big for me!
What causes are meaningful to you? My father passed away in August 2018 after battling lymphoma and pancreatic cancer, which personally motivates me to stay actively involved in charitable organizations including the Leukemia and Lymphoma Society and the National Pancreatic Cancer Foundation. I have a special interest in causes relating to underprivileged children, homelessness and education. I also feel a strong connection and passion for our local community as it relates to environmental issues, such as the preservation of the Indian River Lagoon, oceans, and other local waterways and wetlands.
Finish this sentence. On Sunday afternoons, you can usually find me...Cheering my daughter on at her extracurricular activities, going to church and spending time with family.
Outside of work, what’s been your biggest achievement? I am so proud of my 13-year-old daughter, Annabella. She continues to impress me with her genuine personality, love, and compassion.
Who’s your biggest inspiration? My wife Stella is the most loving, supportive and positive person I have ever met. She has overcome so many obstacles in her life and continues to always be my support system.
What traits in others matter to you most? I admire perseverance, honesty and integrity in others – all traits my father possessed.
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*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.