News, Events and Insights

HEATHROW/MERRITT ISLAND, FLORIDA, October 28, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent
CrossleyShear's own Evan Shear appeared on Fox 35 on Tuesday, October 15th. Evan provided insights and thoughts on allowance for kids and good practices for educating children on the value of money.  He also shared his personal experiences helping his own children manage their money and spending.
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 -

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