CrossleyShear Wealth Management's Media

For the Fourth Consecutive Year, CrossleyShear Wealth Management Recognized as One of the Region’s Top Philanthropic Companies

HEATHROW/MERRITT ISLAND, FLORIDA, December 10, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management team based in Merritt Island and Heathrow, Florida, announced today they were recognized for the fourth consecutive year on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations. The list acknowledges metro Orlando businesses with a physical presence or office in Orange, Seminole, Osceola and Lake Counties that deserve recognition in the community for their valuable corporate-sanctioned giving and volunteer programs.

CrossleyShear has consistently fostered a culture of social responsibility among its employees and traditionally contributes both financial support and hands-on volunteer time to benefit many local and national charities. In 2019, the company committed its efforts to providing much-needed financial support to local organizations that are personally meaningful to the team, including the Holocaust Memorial Resource and Education Center of Florida, Tools 4 Seminole Schools and The Treatment Advocacy Center. They also provided support to several national organizations hand selected by the team including St. Jude Children’s Research Hospital and Boys and Girls Club of America.

“This is an honor that’s extremely meaningful to our entire team because it demonstrates our commitment over the past four years to make a consistent and concerted effort to foster a deeply philanthropic corporate culture. With 2020 being such a challenging year, we’re pleased to continue making an impact,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional. “We understand that charities are really feeling the decrease in funding due to the economic downturn from COVID-19. At the same time, charitable organizations are challenged with maintaining their level of support while meeting a dramatic increase in demand over last year. This year, more than ever, we’re proud to be able to carry on our tradition of supporting both local and national charities.”

“In addition to our team’s charitable efforts, we also get great satisfaction by helping our clients maximize their contributions to their favorite charitable organizations. Due to the recent CARES Act, we’re currently helping clients navigate the changes and determine the best way to strategize their contributions,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “Required Minimum Distributions (RMD) from an IRA are often earmarked as a charitable donation to help offset tax liability in the form of a Qualified Charitable Distribution (QCD). This year, however, RMDs are temporarily suspended. Clients are pleased to learn that they can still achieve their charitable goals despite the CARES Act and we’re honored to help them in the most tax efficient way possible.”

The advisors at CrossleyShear manage $600 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

*As of 12/2020.

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.

*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.

W. Dale Crossley Named Member of Raymond James’ 2021 Chairman’s Council For Second Consecutive Year

ORLANDO, FLORIDA, October 29, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management practice based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, was recently named a member of Raymond James’ 2021 Chairman’s Council.* Membership in the Chairman’s Council is a privilege limited to a select few representing Raymond James’ top-achieving advisors. Chairman’s Council honors are earned by financial advisors who have demonstrated not only the utmost in client-centric care, but the highest level of fiduciary integrity.

“I’m extremely honored to once again be named to this prestigious group,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “It’s humbling for me and the entire team to be recognized among the nation’s leading advisors. Most importantly, it’s a tribute to the hard work and commitment our team demonstrates on a daily basis caring for our client’s needs and delivering financial confidence, especially in light of these unprecedented times.”

Dale Crossley co-founded CrossleyShear with Evan Shear in 1998 and has over 24 years of experience building comprehensive financial plans and providing wealth management strategies. He earned a Juris Doctorate 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.

The advisors at CrossleyShear manage more than $560 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.

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*.

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.

*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.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

** As of 10/1/2020.

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 Wealth Management’s Catalina Mejia-Hensel Celebrates Three Years of Client Care

CrossleyShear Wealth Management is excited to announce Catalina Mejia-Hensel recently celebrated her three year anniversary with the team. Since joining the company in 2017, she has earned both her Series 7 and 66 licenses and experienced tremendous success partnering with clients to help ensure their financial planning aligns with both their present day needs and long-term aspirations.  Fluent in both English and Spanish, Catalina particularly enjoys using her language skills to help Spanish-speaking clients clearly understand the complexities and nuances of their financial planning.

“Catalina has been providing exemplary care and thoughtful guidance to her clients since she joined the team three years ago,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “We’re proud to have Catalina on our team of advisors. She’s extremely dedicated to her clients and works tirelessly to make sure that each and everyone of her clients has the confidence that the financial future of their dreams is well within reach,” added Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional.

Visit CrossleyShear.com to learn more about Catalina and CrossleyShear Wealth Management’s financial planning and wealth management solutions. For more information about CSsports, the company’s professional sports division, 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.

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.

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