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.

CrossleyShear's own Evan Shear appeared on Fox 35 on Tuesday, October 15^th. 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.

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.

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.