HEATHROW/MERRITT ISLAND, FLORIDA, June 26, 2025 – CrossleyShear Wealth Management, with its emphasis on comprehensive, client centric financial planning, is pleased to announce that Andrew Hall, IMC, Halifax Wealth Management of Raymond James, is merging his practice with the CrossleyShear Wealth Management team. Through this strategic merger, Hall will continue providing the same level of care for his clients, and also give them the option to benefit from CrossleyShear’s bench strength – enhanced planning capabilities and investment solutions.

“This merger is truly a synergistic partnership, stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. Andy has built his practice on client-centric care, transparency, and a commitment to lifelong learning, so there’s complete alignment with our culture and financial planning philosophy.” Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS stated, “Andy is a tremendous asset to our team, bringing 30 years of financial planning expertise to CrossleyShear. We welcome the addition of his network of established clients to our practice where they can expect a seamless transition and the same client care they are accustomed to receiving.”

Andrew Hall, IMC stated, “For years, our team has delivered boutique, values‑driven advice. As client needs grew more complex, we searched for a partner that could widen our toolkit without diluting our culture. CrossleyShear lives its promise — Together. Wherever life takes you. — through deeper research, broader planning resources and the same client‑first mindset, so joining forces felt like the most natural way to scale our impact.”

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. Their professional athlete division, CSsports, is exclusively dedicated to serving the unique needs of sports professionals before, during, and after their playing careers. Visit CrossleyShear.com and CSsports.net to learn more.

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 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.