CrossleyShear Wealth Management's Media

Happy Holidays from CrossleyShear

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

Evan Shear Guest Appearance on Fox 35: Avoid Falling Victim to Shopping Scams this Holiday Season

On Thanksgiving, CrossleyShear’s Evan Shear made a guest appearance on a Fox 35 story raising awareness of holiday shopping scams. He briefly shared valuable advice on ways to safeguard yourself against credit card fraud and online hackers.

Any opinions are those of Evan Shear and not necessarily those of Raymond James.

CrossleyShear Wealth Management Recognized as One of the Region’s Top Philanthropic Companies for a Third Consecutive Year

HEATHROW/MERRITT ISLAND, FLORIDA, December 2, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that they were recognized on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations for the third consecutive year. The list highlights the many corporate-sanctioned giving and volunteer programs that stand out in the community by businesses with a physical presence or office in metro Orlando, limited to Orange, Seminole, Osceola and Lake Counties.

Throughout the year, CrossleyShear Wealth Management’s employees offer their time, talent and funding to very worthy organizations that benefit the greater Orlando area and beyond. Whether participating in hands-on beach clean ups with clients or providing financial support to organizations such as the For a Day Foundation or local high school sports teams, the company fosters a culture of social responsibility among its employees.

“2019 has been a tremendous year for our company and this recognition brings with it a special meaning to our team. We understand the importance of community partnership and giving back. To be recognized for a third consecutive year is a tribute to our employees and clients and their continued charitable support,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional.

In addition to their own corporate social responsibility efforts, CrossleyShear also assists clients by maximizing their charitable donations. “Helping our clients strategize their contributions is an important service we provide to our clients – one that’s not only something we enjoy but also hugely rewarding to our clients and the charitable organizations that are close to their hearts,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “Too often, we find that individuals don’t fully understand the benefits of giving. For example, we advise our clients to take a qualified charitable distribution (QCD) from their IRA. This allows them to make their donation directly to an eligible charity, bypassing the owner of the account. It’s a win-win for both the client and the charitable organization recipient. A QCD counts towards a client’s minimum distribution for the year, reducing their adjusted gross income and ultimately providing some tax savings. Most importantly, it helps our clients maximize the impact they have with qualified charitable organizations.”

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

About CrossleyShear Wealth Management | Since 2003, 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.

This ranking is not based in anyway on providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Orlando Business Journal.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

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

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.

Interview with Evan Shear on Fox 35: Saving for Holiday Shopping

On Tuesday, November 19th, CrossleyShear’s Evan Shear appeared again as a guest on Fox 35. Evan discussed holiday shopping and provided insights on how to save money and avoid overspending.

Any opinions are those of Evan Shear and not necessarily those of Raymond James.

W. Dale Crossley Achieves Membership in Raymond James Financial Services’ 2020 Chairman’s Council

HEATHROW/MERRITT ISLAND, FLORIDA, October 28, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.

“This recognition is a tremendous honor for myself and the entire CrossleyShear team,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “As a team, we take great pride in caring for our client’s needs and providing them with the confidence that their financial future is well protected. This achievement is yet another validation that we’re succeeding in that mission.”

Dale Crossley joined Raymond James in 2003 and has over 23 years of experience in the financial services industry. He earned a Juris Doctorate degree from Barry University and holds both a Master of Science in Business Management from Florida Institute of Technology and a Bachelor of Arts degree from Rollins College. As co-founders of CrossleyShear Wealth Management, Mr. Crossley and Evan Shear manage over $479 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. Earlier this year, the company launched CSsports, a corporate division exclusively dedicated to serving the unique needs of sports professionals.

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

About CrossleyShear Wealth Management | Since 2003, 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.

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.

About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial
services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.

*As of 6/30/2019. Past performance is not indicative of future results.

*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.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

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

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.

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