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.