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.”
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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.