News, Events and Insights

Recognition follows recent launch of the practice’s CSsports divisionHEATHROW/MERRITT ISLAND, FLORIDA, March 13, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players Association (NFLPA) as a Registered Player Financial Advisor.The NFLPA Financial Advisors Registration Program, the first of its kind in professional sports,
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 America’s 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,
HEATHROW/MERRITT ISLAND, FLORIDA, February 27, 2019 – CrossleyShear Wealth Management, who's team offers financial planning and wealth management, will be hosting their annual Shred n' Que at the Merritt Island location. Clean out your cabinets an drawers of those old documents and bring them to be safely shredded, on site by the professionals of Shred it™ and enjoys some BBQ and live entertainment.Shred n' Que will be held on May 18th from 11:00 am -
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

Happy Holidays from CrossleyShear

Posted on December 11, 2018

Dear Valued Clients and Friends, During this holiday season, 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.

Find us on Facebook