Archive for the ‘News’ Category
CrossleyShear Wealth Management's Media
On Friday, February 28, CrossleyShear's Dale Crossley appeared on Fox 35 and discussed market volatility amid growing fears over the continued spread of the coronavirus.
Any opinions are those of Dale Crossley and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Keep in mind that individuals cannot invest directly in any index. Past performance does not guarantee future
results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market.
For a Third Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors
HEATHROW/MERRITT ISLAND, FLORIDA, February 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January 16, 2020. This is the third consecutive year Mr. Shear has appeared on the list.
“As a company, we understand that our client’s success is our success. Achievements like this reflect our team’s commitment to delivering the exemplary services and care our clients have come to expect from CrossleyShear,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “This honor is truly humbling and a tribute to the collective effort and passion our team delivers on a daily basis.”
R.J. Shook, president and founder at SHOOK Research, summed up the Forbes wealth advisors list. "Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives," says Shook. "They want to add meaning, help them live better lives."
The Forbes Best-In-State Wealth Advisors rankings spotlights more than 4,000 advisors from Alaska to Florida with team assets amounting to more than $4 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Florida. The advisors manage more than $530 million in client assets and offer 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 firm’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.
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.
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.
Forbes Best-In-State Wealth Advisors 2020
The Forbes ranking of Best-In-State Wealth Advisors, 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. 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 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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.
ThinkAdvisor, a leading information provider for registered investment advisors and financial advisors, recently interviewed CSsports’ Evan Shear about the Seattle Seahawks’ Marshawn Lynch’s insightful advice about retirement planning. In the article, Evan notes the importance of the NFL player’s statements and how his advice should serve as a powerful reminder to younger players.
Click here to read the full article.
Evan Shear, through his work with professional athletes at CSsports, creates financial plans for NFL players that help preserve and grow the money they earn during their careers allowing them to transition successfully into retirement.
Dear Valued Clients and Friends,
As we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season. Thank you for your business and for placing your trust and confidence in us. In honor and appreciation of our clients, we continue our tradition and dedication to giving back. With much thought and consideration, we have each chosen the following charities near and dear to our hearts.
Evan Shear, CERTIFIED FINANCIAL PLANNER™
This year my family and I have chosen our donation to be directed to the Holocaust Memorial Resource and Education Center of Florida. Their mission is to use the history and lessons of the Holocaust to build a just and caring community free of antisemitism and all forms of prejudice and bigotry. Their center is in Maitland, FL and is one of the oldest facilities in the nation of its kind.
Through their extensive outreach of educational and cultural programs and exhibits, they use the lessons of the Holocaust as a tool. They teach the principles of good citizenship to thousands of people of all ages, religions, races, sexual orientations, abilities and backgrounds each year.
In a world filled with much divisiveness and hatred, we hope that the lessons of the past can be a reminder of what happens when we forget that ALL PEOPLE ARE CREATED EQUAL and that as a great man once said, “All We Need is Love!”
Dale Crossley, JD, Financial Planner
This year I have elected to direct my donation to the National Breast Cancer Foundation, Inc. Their mission is to provide help and inspire hope to those affected by breast cancer through early detection, education, and support services. While most of us have been affected by cancer and more specifically breast cancer, the timing of this year’s election is especially important to my entire family in the midst of supporting my mother through her current battle. After being diagnosed earlier in the year with stage 3 breast cancer I am happy to say that she finished her final chemo treatment in October and will finish her radiation by the end of January. Her attitude and optimism are an inspiration to us all.
Carrie Barnes, AAMS®, Financial Advisor
Last year, my husband and I learned that our son, Jason, had been diagnosed with Linear Scleroderma, en Coup de Sabre, at the tender age of 5. It is for that reason that I’ve chosen to contribute to the Scleroderma Foundation this year. Scleroderma comes from the Greek words “sclero” meaning hardening and “derma” meaning skin, so it’s a hardening of the skin. While there are varying types of Scleroderma, this rheumatic disease impacts less than 300,000 people in the United States, which means, quite frankly, there is simply not enough information known about it and currently there is not a cure. Although Zack and I remain cautiously optimistic about the prognosis for Jason, I continue to pray that someone will develop a cure for this chronic condition in Jj’s lifetime.
Tracy Stuck, Operations Coordinator
Keeping kids in supplies all year is difficult and teachers end up spending their own money. I was impressed when I
read about Tools 4 Seminole Schools. This program allows Seminole County Public School teachers to “shop” for classroom supplies and materials at no cost to them. Their goal is to ensure all students have the supplies needed to be in school, ready to learn. They strive to keep their shelves stocked all year long, which is why, this year, I’m happy to put my support behind this charity.
Karin Hobin, Marketing Director
The charity I have chosen to donate to this year is The Treatment Advocacy Center. This charity is dedicated to
eliminating legal and other barriers to the timely and effective treatment of severe mental illness. The organization promotes laws, policies and practices for the delivery of psychiatric care and supports the development of innovative treatments for and research into the causes of severe and persistent psychiatric illnesses, such as schizophrenia and bipolar disorder. When untreated, these individuals are at high risk for a number of negative circumstances that profoundly impact them and those around them. The human, social and economic impact of not treating serious mental illness is beyond calculation.
Jenny Vantassel, Client Services Representative
Our family has chosen St. Jude Children’s Research Hospital. St. Jude develops and improves treatments for children with cancer. No family ever receives a bill from St. Jude. They cover travel, food, housing, and treatment so the families can worry about helping their child. They also provide continuing education during their treatments with teachers on staff to ensure the children do not fall behind in school. Children are our future and we can help make their future brighter just by giving.
Catalina Mejia, Client Services Associate
Recently I had the opportunity to visit the The Boys and Girls Club of America here in Brevard. I was touched by how this organization impacts children in our community. I had an opportunity to learn from a few kids how The Boys and Girls Club changed their life and their future. Their mission is to enable all young people, especially those who need us the most, to reach their full potential. Fostering productive, caring, responsible citizens, their innovative programs are designed to empower youth to excel in school, become good citizens and lead healthy, productive lives. The future is our children and it is up to all of us to help them succeed.
We hope the holiday brings you great joy and prosperity.
Evan, Dale, Tracy, Carrie, Karin, Catalina and Jenny