News, Events and Insights

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

Happy Holidays from CrossleyShear

Posted on December 4, 2019

Dear Valued Clients and Friends,As we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season. Thank you for your business and for placing your trust and confidence in us. In honor and appreciation of our clients, we continue our tradition and dedication to giving back. With much thought and consideration,
On Thanksgiving, CrossleyShear’s Evan Shear made a guest appearance on a Fox 35 story raising awareness of holiday shopping scams. He briefly shared valuable advice on ways to safeguard yourself against credit card fraud and online hackers. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
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
On Tuesday, November 19th, CrossleyShear’s Evan Shear appeared again as a guest on Fox 35. Evan discussed holiday shopping and provided insights on how to save money and avoid overspending. Any opinions are those of Evan Shear and not necessarily those of Raymond James.

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