CrossleyShear Wealth Management's Media

Interview with Evan Shear on Fox 35: Allowance for Kids

CrossleyShear's own Evan Shear appeared on Fox 35 on Tuesday, October 15th. Evan provided insights and thoughts on allowance for kids and good practices for educating children on the value of money.  He also shared his personal experiences helping his own children manage their money and spending.

CrossleyShear Wealth Management’s Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

Recognition follows recent launch of the practice’s CSsports division

HEATHROW/MERRITT ISLAND, FLORIDA, March 13, 2019 – 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 formally recognized by the National Football League Players Association (NFLPA) as a Registered Player Financial Advisor.

The NFLPA Financial Advisors Registration Program, the first of its kind in professional sports, provides NFL players access to a diverse group of qualified financial advisors. It was created by the league’s players association to provide players with an additional layer of protection - not just from poor financial advice, but also from outright fraud. The principal intent of the Program is to benefit the players themselves by providing them access to a qualified group of financial advisors that have met certain eligibility criteria.

“On behalf of everyone at CrossleyShear and CSsports, we’re very excited about the opportunity to partner with the NFLPA membership,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “NFL players have more financial challenges than ever.  Our CSsports team is dedicated to simplifying the complex and providing players with tailored financial planning and wealth management solutions.  Most importantly, we are driven to provide our clients with the confidence that both their day-to-day planning and financial legacy is well-protected so they can focus on their performance and career.”

Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Florida. The advisors manage more than $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 announced the launch of CSsports, a division of CrossleyShear Wealth Management, devoted exclusively to meeting the complex financial planning needs of sports professionals.

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 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 | An 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.

CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2019 Best-In-State List of Wealth Advisors for a Second Consecutive Year

HEATHROW/MERRITT ISLAND, FLORIDA, March 7, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of Forbes’ Best-in-State Wealth Advisors for a second consecutive year.

“This recognition is yet another testament to the CrossleyShear team and the passion we demonstrate everyday serving our clients,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional.  “It’s a tremendous honor to be recognized again as one of the top financial advisors in the State of Florida.”

The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including factors such as revenue trends, assets under management, compliance records, industry experience, best practices, and approach to working with clients. To learn more about the Forbes Best-In-State Wealth Advisors list, click here.

Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Florida. The advisors manage more than $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 announced the launch of CSsports, a division of CrossleyShear Wealth Management, devoted exclusively to meeting the complex financial planning needs of sports professionals.

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.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience,
and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3,477 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.

CrossleyShear Wealth Management Launches CSsports

HEATHROW/MERRITT ISLAND, FLORIDA, February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the CrossleyShear parent brand, CSsports will focus exclusively on the complex financial management needs of athletes, coaches and related occupations in the professional sports industry.

“Expanding our proven expertise and care to the sports marketplace is an organic next step for our company,” stated Evan Shear, Co-Founder of CrossleyShear Wealth Management, Branch Manager and CERTIFIED FINANCIAL PLANNER™ professional – RJFS. “While the benefits of being a professional athlete receive a lot of attention, there are financial complications that can prevent sports professionals from achieving their immediate needs and long-term goals. CSsports is dedicated to simplifying the complexities and carefully planning for every stage of the athlete’s playing career.”

Dale Crossley, JD, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS, added, “We clearly understand that the financial planning needs of professional athletes and other sports professionals are very different from most – large earnings in a relatively short window. We help them balance their present-day cash needs while carefully managing their financial legacy for their future. Our goal is to provide our clients with confidence that their financial well-being is taken care of so they can remain focused on their performance and playing career.”

CSsports offers access to a comprehensive suite of financial planning and wealth management solutions tailored for the needs of sports professionals. The company’s services include cash flow management, bill paying, investment and asset management services, strategic charitable planning, specialized tax planning and preparation, insurance review and planning, and trust services*. The CSsports team routinely works in collaboration with professional athletes and their representation to ensure seamless and confidential management of earnings, assets and spending.
To learn more about CSsports and the practice’s dedicated financial planning and wealth management solutions for sports professionals, visit cssports.net.

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 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

* 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.

Happy Holidays from CrossleyShear

Dear Valued Clients and Friends,

During this holiday season, 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
In a world that needs more love and less hate, this year my family and I have chosen our donation to go to the Anti-Defamation League. We have witnessed horrible crimes against innocent people in our nation this year in the name of hate. Hate has no place in this world and as someone who has faced antisemitism personally as a child and adult, I hope someday my kids can live in a world where they don’t have to worry about their faith. Together all of us can make a difference with accepting each other for our strengths and our weaknesses and loving one another unconditionally.

Dale Crossley
Being the father of three beautiful young women along with my involvement on the finance committee has led to my charitable donation going to The Preeclampsia Foundation this year. Their mission is to reduce maternal and infant illness and death due to preeclampsia, HELLP syndrome, and other hypertensive disorders of pregnancy by providing patient support and education, raising public awareness, catalyzing research and improving healthcare practices. They envision a world where preeclampsia no longer threatens the lives of mothers and babies. I am happy to support that vision this holiday season! I would also like to give extra praise and gratitude to our family, friends, and clients that further this mission as doctors, nurses, midwives, and counselors.

Tracy Stuck
This year I have chosen a local charity focusing on children. As single Mom I was very fortunate. I have always had a good job and a supportive family. There were struggles. However, in the grand scheme of things, I was able to provide shelter, food, clothing and transportation for my son and I. Some people are not as fortunate. Baby DJ was founded by “Johnny Magic”, a local radio station personality, 25 years ago. Working around town he saw the struggle of families all year, but especially during the holidays. Johnny’s goal was to provide children the best holiday experience possible. The organization has expanded over the years and includes charity efforts throughout the year. No matter what the situation, children need to be valued, provided for and not forgotten, they are the future.

Karin Hobin
The charity I have chosen for this year is the For a Day Foundation, this foundation provides therapeutic play events to children battling cancer and other life-threatening illnesses. The Orlando Chapter hosts these events at Florida Hospital for Children and Nemours Children’s Hospital. They provide children and their families a few hours of imaginative play. They give them the opportunity to escape their daily routine and try to provide them with a positive, lasting memory. The internationally recognized play-oriented programs bring attention to the power of happiness in healing.

Carrie Barnes
I am delighted to have joined the CrossleyShear team this year and to have the opportunity to give to an organization that has quickly become one of my favorite charities! Having elementary school- aged children myself, the organization I’ve chosen is the Children’s Hunger Project. Earlier this year, my oldest child came home from school and said, “Mom, I don’t think my friend in class is getting enough to eat. She said that her parents forgot to give her dinner last night.” Having been completely blown away by the observation of my 10-year- old, the reality sunk in that not everyone is as fortunate as we are, to be able to provide our children with regular and healthy meals. And much to my surprise after having met with the Children’s Hunger Project, over 50% of Brevard County students are eligible for the National Free or Reduced Lunch Program. What’s worse, the teachers and school administrators at each school are left with the devastating responsibility of choosing which children receive the food packages each week (and which don’t) because the need is so great! I grew up here in Brevard County and my heart breaks to think about kids being hungry or needing proper nutrition, right here in our backyard! Their mission is simple, “We see a hungry kid. We buy food. We feed the kid.” And I am pleased to be helping them this year!

Bobbi McCoy
This year I have chosen Friends of Children of Brevard County, Inc., (Friends), which is a non- profit 501(c)(3) organization with volunteers who serve to raise funds and solicit in-kind donations to provide for the unmet needs of abused, neglected or abandoned children in Brevard County. It’s heartbreaking to realize that each year hundreds of Brevard County’s children are removed from their homes and placed under the Dependency Court as the result of abuse, neglect or abandonment. Each child under the Dependency Court is assigned a volunteer advocate called a Guardian ad Litem (GAL). When these Guardians have a child with an unmet need, they call upon “Friends” for help with almost anything: a bed, a bike, a pair of shoes, or even a school uniform. This helps to bring a sense of normalcy to their disrupted lives, especially during the holidays. This is why I have chosen “Friends” this year for my charitable organization.

Happy Holidays we hope the holiday brings you great joy and prosperity.

Evan, Dale, Tracy, Karin, Bobbi and Carrie

Raymond James is not affiliated with any of the above-mentioned organizations.

Find us on Facebook