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Evan Shear Named to Raymond James 2023 Chairman’s Council

 
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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
407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953
321.452.0061

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.

CrossleyShear Wealth Management Expands Client Services Team

 
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“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
407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953
321.452.0061

From the Desk of Dale Crossley and Evan Shear

From the Desk of Dale Crossley and Evan Shear

"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu

It’s hard to believe we're beginning to reflect on 2022, but we just can’t help it. For investors, this year has been unforgettable and unfortunately, it’s just the kind of year we would all like to forget.  We have witnessed the largest loss of investor capital ever experienced. Although it’s been an extremely rough ride, we were recently reminded how fortunate we are when Hurricane Ian ravaged our state. Our team members experienced some leaks, power losses, and had to deal with large amounts of debris. However, our experience is so minor compared to the catastrophe that others in our state are enduring.  Our hearts go out to the victims of the storm who lost their property or experienced the tragic loss of a loved one. 

We are truly grateful to have weathered the hurricane so well and try to keep the year-long market volatility in perspective as we know others are continuing to suffer. Back in June, we sent a communication letting you know that no one shares your frustrations about the markets more than us. In fact, over the last 25 years, we’ve never seen such volatility. The markets seem to change minute-by-minute each day, and virtually all sectors have been affected.  Our team is constantly working to mitigate downside risk as much as possible, while still allowing our clients to reap rewards when it’s possible.  Our Voyage process employs a disciplined approach, combining fundamental, tactical, and hedges to help guide our investment decisions. However, when pullbacks (defined as 15% or greater declines in the S&P 500) or crashes occur (defined as 20% or greater declines in the S&P 500), particularly when all sectors are affected, investors universally suffer. 

The last three crashes were -57% in 2007-2009, -49% in 2000-2002, and -27% in 1980-1982 and the market proved resilient and recovered. For now, we can all look forward to an eventual recovery, the timing, however, remains to be seen. In the meantime, our team is working harder than ever to manage through this period. That’s why we’re here.  If you have questions, or you would like to discuss your portfolio, please reach out.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. All opinions are as of this date and are subject to change without notice. Past performance is not a guarantee of future results.

Thought Leadership Quotes for Periods of Market Volatility

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Market downturns are inevitable, and the most successful strategy during these times is to take advantage of potential values and keep your eye on your long-term financial plan.

  1. "If you wait for the robins, spring will be over.” – Warren Buffet  
  2. “Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.” Warren Buffet
  3. "You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets."Peter Lynch
  4. “In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.” – Warren Buffet 
  5. "Bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price.” – Warren Buffet
  6. "In investing, what is comfortable is rarely profitable."Robert Arnott
  7. "Never bet against America. That is as true today as it was in 1789, during the Civil War, and in the depths of the Depression.” – Warren Buffet
  8. “The true investor welcomes volatility… a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses.” Warren Buffet
  9. “How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen 
  10. "When hamburgers go down in price, we sing the "Hallelujah Chorus" in the Buffett household. When hamburgers go up, we weep.” – Warren Buffet
  11. “Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
  12. “I will tell you how to become rich. Close the doors, be fearful when others are greedy. Be greedy when others are fearful.” – Warren Buffet
  13. “A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.” – Warren Buffet
  14. “All intelligent investing is value investing. Acquiring more that you are paying for. You must value the business in order to value the stock.” — Charlie Munger
  15. “The best chance to deploy capital is when things are going down.” – Warren Buffet
  16. “Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well.” Warren Buffet
  17. “I love quotes… but in the end, knowledge has to be converted to action or it’s worthless.” — Tony Robbins

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