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CrossleyShear Wealth Management Team Helps Local Organizations During August’s Raymond James Cares Initiative

HEATHROW/MERRITT ISLAND, FLORIDA, September 26, 2018 –  We are pleased to announce CrossleyShear’s participation in Raymond James Cares, a corporate community involvement initiative during the month of August, that encourages advisors and associates to make a difference in their communities. While CrossleyShear participates in community services and charitable giving throughout the year, we are proud to take part in the collective nationwide effort along with Raymond James’ advisors and associates.

The entire CrossleyShear team, their families and many of our clients traveled to the coast and gathered at Cherie Down Park in Cape Canaveral, FL for a beach clean up effort. Although the beaches are cleaned frequently by volunteers, the CrossleyShear clean up yielded countless bags of waste. “Everyone at CrossleyShear feels strongly about keeping our beaches clean and protecting wildlife from the harm that many types of trash can cause,” stated Karin Hobin, Director of Marketing. “Participating in the beach clean up really underscored how important it is to maintain an ongoing cleanup effort and we were grateful for the help of our clients.”

In addition to the Cherie Down Park Beach clean up, our team also learned that the SafeHouse of Seminole, a Seminole County organization that provides short and long-term campus housing for women, teenagers and children affected by domestic violence, was in dire need of travel and full-size toiletries. Having worked with the organization in the past, we spread the word to family members and clients collecting hundreds of donations of toothbrushes, toothpaste, shampoos, razors and more. “The women, children and teenagers at the SafeHouse usually have to leave their homes suddenly in a crisis,” says Karin Hobin, Marketing Director. “They are in danger and don’t have time to pack essentials. These small toiletries help provide some comfort during a period of terrible stress and upheaval in their lives and we are pleased to be able to help.”

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 provide financial independence for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

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 is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

 

 

CrossleyShear Wealth Management Unveils New Logo, Tagline and Website as Part of Rebranding Effort

HEATHROW/MERRITT ISLAND, FLORIDA, June 13, 2018 – CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a corporate brand identity that mirrors the company’s culture, client commitment and industry leadership position. The rebranding includes an enhanced corporate website and new logo. Additionally, CrossleyShear unveiled “Together. Wherever life takes you.” as both its purpose statement and tagline.

“This is an exciting change for us and marks a significant milestone in our evolution as a premier financial and wealth management partner,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, Financial Planner – RJFS. “While our steadfast commitment to our clients remains unchanged, we believe our new identity better reflects the culture, values and care philosophy that has made us successful since our inception. The launch of our new website is exciting for us as it enables us to provide a contemporary online experience that vividly represents our ambitions and client promise.”

Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Financial Advisor – RJFS added, “A company’s logo and tagline are critical components when demonstrating who you are and what you stand for. This project was an insightful exercise for us in clearly defining our client commitment through a new and modern identity while retaining our established values. Our new tagline clearly demonstrates the passion and customer promise we strive to deliver with each and every one of our clients and families.”

The re-brand was created in partnership with Muse Marketing + Creative, an award-winning national agency specializing in brand storytelling and experiential omni-channel marketing.

Visit CrossleyShear.com to learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions.

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 provide financial security for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

CrossleyShear Wealth Management is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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