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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.
CrossleyShear Wealth Management Team Helps Local Organizations During August’s Raymond James Cares Initiative
HEATHROW/MERRITT ISLAND, FLORIDA, September 26, 2018 – We are pleased to announce CrossleyShear’s participation in Raymond James Cares, a corporate community involvement initiative during the month of August, that encourages advisors and associates to make a difference in their communities. While CrossleyShear participates in community services and charitable giving throughout the year, we are proud to take part in the collective nationwide effort along with Raymond James’ advisors and associates.
The entire CrossleyShear team, their families and many of our clients traveled to the coast and gathered at Cherie Down Park in Cape Canaveral, FL for a beach clean up effort. Although the beaches are cleaned frequently by volunteers, the CrossleyShear clean up yielded countless bags of waste. “Everyone at CrossleyShear feels strongly about keeping our beaches clean and protecting wildlife from the harm that many types of trash can cause,” stated Karin Hobin, Director of Marketing. “Participating in the beach clean up really underscored how important it is to maintain an ongoing cleanup effort and we were grateful for the help of our clients.”
In addition to the Cherie Down Park Beach clean up, our team also learned that the SafeHouse of Seminole, a Seminole County organization that provides short and long-term campus housing for women, teenagers and children affected by domestic violence, was in dire need of travel and full-size toiletries. Having worked with the organization in the past, we spread the word to family members and clients collecting hundreds of donations of toothbrushes, toothpaste, shampoos, razors and more. “The women, children and teenagers at the SafeHouse usually have to leave their homes suddenly in a crisis,” says Karin Hobin, Marketing Director. “They are in danger and don’t have time to pack essentials. These small toiletries help provide some comfort during a period of terrible stress and upheaval in their lives and we are pleased to be able to help.”
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
CrossleyShear Wealth Management is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
