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CrossleyShear Wealth Management’s Shaun Jones Promoted to Financial Advisor

HEATHROW/MERRITT ISLAND, FLORIDA, September 16, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management team based in Merritt Island and Heathrow, Florida, announced today the promotion of Shaun Jones to Financial Advisor. Jones joins the firm’s growing team of financial advisors having recently passed the Series 7 and 66 exams required to earn the title of “Financial Advisor” by Raymond James. The Financial Industry Regulatory Authority (FINRA) administers and oversees all securities licensing procedures and requirements for the Series 7 and 66 exams as well as a broad range of security professional qualifying exams.

A graduate of the University of Central Florida where he earned a B.A. in Economics with a focus in Mathematics and Finance, Jones joined CrossleyShear in February of this year as a Branch Associate. “We’re extremely proud of Shaun for his accomplishments and we’re keenly aware of all the hard work required to earn his Series 7 and 66 licenses,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “Shaun has been a great addition to CrossleyShear Wealth Management since he joined the team earlier this year. He shares in our client-centric philosophy and has demonstrated a commitment to providing the best in financial care for all his clients,” added Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS.

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 team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.

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.

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.

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 Wealth Management Announces the Launch of Voyage

The company’s four-step financial planning process founded on industry fundamentals and a proprietary algorithm.

ORLANDO, FLORIDA, August 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced the launch of Voyage today, their four-step financial planning process. The comprehensive planning process provides their clients with a customized long-term strategy driven by time-tested research, a rich understanding of the markets and the cornerstone of the process: a proprietary algorithm that helps guide emotion-free decision-making.

"Since 1998, our success has been driven by client-centric care and a distinctly personal approach to financial planning," said Evan Shear, co-founder and branch manager of CrossleyShear Wealth Management, and a CERTIFIED FINANCIAL PLANNERTM professional. "An integral part of our approach is our time-tested, four-step process for financial planning, and we're excited to officially formalize a brand identity for this process."

"We've built this comprehensive financial planning process based on years of investment expertise and working collaboratively with our clients," said Dale Crossley, co-founder of CrossleyShear Wealth Management, branch manager and Financial Planner–RJFS. "We're extremely proud to have Voyage, a process that our entire team embraces wholeheartedly for its merits and the value that it provides for our clients."

Driven by a combination of client-centric care, expertise in market fundamentals and a proprietary algorithm, Voyage provides CrossleyShear the ability to more precisely manage their clients' wealth and financial needs through a four-step roadmap including organizing, planning, managing and tracking. An essential element of the process allows for staying the course during inevitable market fluctuations. As the market changes, a mathematical algorithm is employed, coupled with a methodical, proprietary scoring process. The models provide disciplined and unemotional "buy" and "sell" signals to help investors be less inclined to make decisions that may ultimately affect their long-term investment goals.

Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Forida. 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 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.

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.

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.

CrossleyShear Wealth Management Team Member Carrie Barnes, AAMS®, Completes Raymond James Advisor Mastery Program

HEATHROW/MERRITT ISLAND, FLORIDA, December 17, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that Carrie Barnes, AAMS®, Financial Advisor, successfully completed the Raymond James Advisor Mastery Program (AMP). Developed by Raymond James, the AMP provides a holistic curriculum focused on an individual’s strengths and weaknesses with varied programming to help ensure an advisor’s long-term success in the industry. The 24-month program offers the unique opportunity to practice at a Raymond James branch while receiving the comprehensive training and innovative tools necessary to provide clients with exemplary care and the utmost in fiduciary standards.

“Carrie has worked extremely hard over the past 24 months between distance learning, education sessions at the Raymond James’ international headquarters and one-on-one coaching sessions here at CrossleyShear,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “She continues to hone her skills as a financial planner, and we’re extremely proud of her accomplishments.”

“Carrie has been a valuable addition to the CrossleyShear team since joining us through the Advisor Mastery Program. She is a great fit as she instinctively shares our client care philosophy,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “Carrie is also extremely ambitious and already planning her next step – beginning the rigorous work necessary to become a CERTIFIED FINANCIAL PLANNER™ professional and an even more integral part of the CrossleyShear team.”

Visit CrossleyShear.com to learn more about CrossleyShear Wealth Management and the firm’s broad suite of financial planning and wealth management 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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.

The Advisor Mastery Program is a 24-month comprehensive education program for new financial advisors joining 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.

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